Eliminate rework and missed audit checks. Define structured review gates from Junior Articles to Reviewing Partners with full version history.
ERPCA turns your firm's expertise into standardized, repeatable workflows. Every audit, return, and certification follows defined checklists and review gates before partner sign-off.
Ready-to-use SOP checklists for Tax Audits (Form 3CD), Statutory Audits, GSTR-9/9C reconciliation, ITR 1-7, and ROC annual returns.
Enforce three-tier quality control: Article drafts, Manager reviews working papers, and Partner approves and digitally signs.
Workflow steps require mandatory trial balance reconciliations, sampling sheets, and management representation letters before advancing.
Set intervals for recurring statutory tasks. Once the current cycle is approved, the system automatically spawns the next period's workflow.
Receive automated email and WhatsApp alerts when tasks transition stages. Visual aging flags identify delayed partner reviews instantly.
How standardized workflows guarantee audit quality across every team member.
Choose from pre-built ICAI statutory audit, tax audit, or transfer pricing standard operating templates.
Articles execute tests, verify supporting vouchers, and attach working papers to specific checklist items.
Senior manager validates test samples, adds review notes, and clears or rejects working papers.
Partner reviews the audit summary, signs off with digital signature, and deliverable is locked.
Engineered specifically for the rigorous documentation standards of chartered accountancy practices.
Keep all audit sampling sheets, bank confirmations, and schedules securely attached to client files.
Create bespoke practice templates for specialized valuation, forensic, or transaction advisory jobs.
Auto-alert senior partners when an audit review has been pending with a manager for over 48 hours.
Leave inline review notes on specific checklist items that require article rework before clearance.
Prevent junior staff from marking an engagement completed without authorized partner sign-off.
Maintain permanent audit documentation that withstands ICAI Quality Review Board inspections.
Eliminate the manual effort of creating audit checklists from scratch. ERPCA includes complete statutory workflows tailored to Indian CA practice standards.
Comprehensive clause-by-clause review checklists, depreciation schedules, and 269SS/T verification sheets.
GSTR-1, GSTR-3B, GSTR-2B ITC reconciliation matrices, and GSTR-9/9C annual reconciliation work papers.
CARO 2020 verification tests, Internal Financial Controls (IFC), substantive sampling, and trial balance sign-offs.
Form 24Q and 26Q checklists, challan and PAN details, and follow-up on defaults raised after filing.
Learn how structured workflows safeguard firm quality and accelerate client deliverables.
Schedule a workflow demo →Yes. ERPCA allows complete customization of workflow stages, sub-steps, and checklists. You can modify pre-built ICAI templates or build bespoke workflows reflecting your firm's proprietary methodology, assigning specific mandatory approval gates to partners or managers.
The workflow engine enforces hard validation gates. If a step is configured with mandatory attachments (such as a 26AS reconciliation or Form 3CD sampling sheet), the system blocks the user from advancing the task to the review stage until the file is uploaded.
When the CBDT or GST Council extends a statutory filing deadline, administrators can execute a bulk due-date adjustment in ERPCA. This automatically shifts target deadlines across all active tasks for that compliance category without disrupting individual audit progress.
Yes. The partner dashboard visualizes active workflows by stage. Partners can see exactly how many jobs are sitting in Article Drafting, Manager Review, or Final Sign-Off, with color-coded aging flags alerting them to tasks that have remained unreviewed for more than 48 hours.
Configurable workflow triggers dispatch automated notifications via email or WhatsApp to clients as key milestones are achieved (such as 'Draft Return Prepared' or 'Filing Successfully Submitted'), substantially cutting down inbound status calls.