CA Practice Management · Financial Operations Platform

Built for CA Firms.
Trusted by Businesses.

FinRP gives CA firms a complete practice management suite — client onboarding, compliance automation, document collection, and team workflows. Businesses get real-time visibility into filings, finances, and obligations.

I'm a CA FirmI'm a Business

500+

CA Practices

10K+

Clients Managed

₹2,000Cr+

Filings Processed

99.9%

Uptime

Platform

One platform, two worlds

FinRP is purpose-built for the CA ecosystem — serving practices and their clients with dedicated, role-specific functionality.

For CA Firms & Practices

Why CA Firms Choose FinRP

Streamline your entire practice — from client onboarding to final filing — with tools purpose-built for chartered accountants.

Compliance Automation

Auto-track GST, ITR, and TDS deadlines. Set rules, receive alerts, and keep every client's compliance calendar updated without manual effort.

Client Management

Maintain complete client profiles — status, documents, assignments, and communication history — in one searchable interface.

Team Work Allocation

Distribute tasks by team capacity, track workloads, and monitor progress to prevent bottlenecks at peak filing season.

Document Collection

Send document requests, track submission status, receive files securely, and route through approval workflows — all in one place.

For Businesses & Clients

Why Businesses Use FinRP

Stay on top of your financials and compliance without the confusion. Your CA works in FinRP — so should you.

Financial Dashboard

Live P&L, cash position, outstanding dues, and key ratios — presented in a clear, actionable dashboard you actually understand.

Tax & Filing Tracking

Always know the status of your ITR, GST returns, TDS filings, and other obligations. No more chasing your CA for updates.

AI Insights

Surface anomalies, forecast cash flow, and get strategic recommendations powered by Gemini AI — built into your financial view.

Integrations

Connect Tally, Zoho Books, and M1xchange TReDS. FinRP speaks the tools your business already uses — without disrupting your workflow.

Who Uses FinRP

Designed for the entire CA ecosystem

From solo practitioners to large firms, MSMEs to startups — FinRP scales with your needs.

Practice management for growing offices

CA Firms & Practices

Manage every client, deadline, and team member from one platform. Built for practices of all sizes — from solo CAs to large firms.

Compliance TrackingClient PortalTeam Management

Compliance made simple for small businesses

MSMEs & SMBs

Stay compliant, track your finances, and collaborate seamlessly with your CA — without the administrative overhead.

GST FilingTDS TrackingFinancial Reports

Financial infrastructure from day one

Startups

Get the compliance and reporting foundation your startup needs from the start. Investor-ready dashboards and automated filings.

Investor ReportsStartup ComplianceAI Forecasting

Personal tax and filing visibility

Individual Clients

Always know where your ITR, GST, and filings stand. Securely share documents and communicate with your CA effortlessly.

ITR StatusDocument SharingCA Communication

How It Works

End-to-end compliance, automated

From the moment a client joins to the final acknowledgment — every step is tracked, assigned, and audited.

01

Client Onboarding

Add clients, collect KYC, and set up their dedicated portal

02

Document Collection

Send requests, track submissions, receive files securely

03

Compliance Automation

Auto-track deadlines, generate checklists, queue returns

04

Assignment

Route tasks to team members by expertise and capacity

05

Filing

Submit returns, capture acknowledgments, notify clients

06

Reporting

Generate audit trails, performance reports, and insights

For CA Firms

Ready to modernize your practice?

Join hundreds of CA firms using FinRP to manage clients, automate compliance, and grow their practice.

  • Compliance deadline automation
  • Multi-client portal management
  • Team task allocation & tracking
  • Document collection workflows
Start as a CA Firm
For Businesses

Take control of your compliance.

Work with your CA inside the same platform. Track every filing, share documents, and stay informed — always.

  • Real-time financial dashboard
  • GST, ITR & TDS filing status
  • AI-powered financial insights
  • Tally, Zoho & TReDS integrations
Start as a Business

Free plan available · No credit card required · Setup in under 5 minutes