Run Firm Operations
Like Clockwork.
Real-time resource capacity planning, automated GST compliance suites, and end-to-end ITR filing workflows, all unified inside ERPCA.
The Operational Engine for Chartered Accountants
Operations in ERPCA powers your daily work execution, ensuring no deadline is missed, staff capacity is balanced, and compliance filings for GST and Income Tax run smoothly.
Gain Complete Visibility
Into Team Capacity
Monitor who is overworked and who is on the bench. Ensure optimal resource allocation across all your clients and tasks. Stop burning out your best people.
Reviewer Load Management
Visual heatmaps for senior reviewers and partner overheads across all active projects.
Live Bench Monitoring
Instantly see who has capacity to take on new work this week, with no spreadsheets needed.
Timesheet & Utilization Sync
Timesheets automatically feed into capacity planning and workload rebalancing.
Multi-Project Allocation
Assign team members to multiple clients and track exact hours committed per engagement.
Run GST Compliance
Across All Clients
Stop logging into the GST portal one client at a time. Bulk-fetch GSTR data, track filing statuses, and reconcile ITC, all from a single dashboard.
Bulk GSTR-1 & GSTR-3B Tracking
Live compliance grid across all clients. Spot pending filings and defaults at a glance.
ITC Reconciliation Engine
Automatically match GSTR-2B with client purchase registers. Flag invoice mismatches instantly.
Due Date Alerts & Auto-Task Creation
Compliance calendars trigger automated workflows to responsible team members before statutory deadlines.
Automate Your Entire
Income Tax Workflow
Stop chasing clients for documents. Our ITR Co-Pilot automates follow-ups, tracking, e-signing, and e-verification so your team can file accurately and fast.
Automated Document Requests
Auto-request Form 16, AIS, and capital gains statements from clients via WhatsApp and Email.
E-Sign & E-Verification Tracking
Track return submission and e-verification status across hundreds of clients from a single view.
Partner Review Dashboard
Clear status breakdown of pending, computed, filed, and verified returns by manager.
Explore Operational Sub-Modules
Deep-dive into specialized modules designed for high-performing CA practices.
Workflow Management
Standardize SOPs and multi-stage review workflows across audits and filings.
ExploreTask Management
Assign, track, and monitor deadline-critical tasks with real-time status updates.
ExploreProcess Automation
Auto-recurring tasks, smart reminders, and automated compliance triggers.
ExplorePractice Utilities
Challan generation, DIN lookups, and built-in calculators for CA teams.
ExploreRun a tighter operation. Zero missed deadlines.
Everything you need to manage capacity, workflows, and tax compliance across your entire practice.