One view across every partner, branch and client
Larger firms do not lack systems — they have too many, one per branch or partner, and no single picture of the practice. ERPCA gives the whole firm one platform: standard work everywhere, access by role, and partner-level profitability you can act on.
Sounds familiar?
- Each branch or partner runs its own tracker; consolidation is a monthly spreadsheet exercise.
- Nobody can say which clients or partners are actually profitable.
- Audit evidence and client commitments live in individual mailboxes.
- Governance depends on people remembering, not on the system recording.
On the growth journey
Firms like this are usually at the 📈 Growth stage — from clients to growth. Read the playbook.
How ERPCA fixes it
Firm-wide standards, branch-level control
The same workflows, checklists and SLAs across every office, with role-based access so each partner, manager and trainee sees exactly what they should.
Operational platform →Profitability by partner, client and service
Hours, fees and recoveries roll up into analytics that show where the margin is — and which engagements to reprice or let go.
Practice analytics →An audit trail for everything
Every document, approval, client message and minute of meeting is recorded against the client, so evidence is a search, not a hunt.
Client management →Your brand, your servers
With 100 or more users, run ERPCA On-Premise on your own servers or private cloud, under your firm's name, logo and domain, with your data inside your infrastructure.
On-Premise →What this looks like on a normal Tuesday
One screen the partner opens in the morning: what is due, who is on it, what is stuck, and what has been billed. The same data the team works in all day — no separate report to prepare.
See it with your own clients →
What you would use on ERPCA
Everything above is part of one platform — switch on what you need, add the rest as the firm grows. See plans.
Proof
10 lakh+
client entities managed on ERPCA across 2,500+ firms
Case study: Rajan Chakravarthy & Associates
Read how a practice like yours made the change, what it chose to switch on first, and what it got back.
Questions firms like yours ask
Can partners restrict what other partners' teams see?
Yes. Access is by role and by client group, so a partner's clients and staff can be ring-fenced while firm leadership keeps the consolidated view.
How do you migrate a firm with several existing systems?
Branch by branch or all at once — our team maps each source (Excel, Tally, legacy tools) into one client master and runs parallel for a cycle before cut-over. Large firms typically plan two to four weeks.
Is there an on-premise option?
Yes. Firms with 100 or more users can run ERPCA On-Premise on their own servers or private cloud, under their own branding, for their own practice. Pricing is on request. Smaller firms use ERPCA SaaS in the cloud.
More by firm size
See it on your own firm's numbers
Thirty minutes, on a call, with your clients and workflows rather than a demo account. Live in about three days if you go ahead.