Work Log
Track every assignment from allocation to completion in one customizable table — inline editing, color-coded statuses, powerful filters, and a “My Work” view.
Built for Indian CA firms · GST-ready
Run your entire CA practice from one secure workspace
Clients, assignments, two-level review, time tracking, GST-ready invoicing and reports — connected in real time for your whole team. Spend less time managing the work, and more time doing it.
- 1 workspace
- Clients to invoices
- 2-level
- Review & sign-off
- Real-time
- Team sync
app.capropms.in — Work Log
My Work All Work
+ New work Acme Textiles GST Return In Review 60%
Nova Exports ITR Filing Completed 100%
Orbit Traders Audit In Progress 35%
Pixel Media TDS Return Pending 10%
Real-time collaboration Role-based access Two-level review GST-ready invoicing Process-flow checklists Secure cloud hosting
What you get
Everything a CA office needs, connected
From the first client record to the final paid invoice — one real-time system your whole team can rely on.
Two-Level Review
Built-in quality control. Every job supports a Level 1 and Level 2 verifier with individual sign-off recorded on the work item — nothing reaches a client unreviewed.
Process-Flow Tracking
Define reusable step-by-step checklists per work type. Live progress indicators show percentage done and the next step due, with a comment on every step.
Time Tracking
Start, pause and stop a timer per work item. Elapsed time is calculated automatically and feeds straight into your employee and work-type reports.
GST-Ready Invoicing
Turn completed work into a professional invoice in seconds — auto-filled client details, SGST/CGST/IGST handling, auto numbering, totals in words, and PDF export.
Reports & Insights
Employee and work-type reports with logged hours, completion rates, overdue items, cash capture and trend charts — firm-wide or per person by permission.
Work Log
The heart of your practice
Every assignment lives in one powerful, customizable table — from allocation to completion. Update statuses, dates and sign-offs inline, with no separate forms.
- Inline editing of statuses, dates, verifiers and invoice/payment flags
- Color-coded rows by admin status — priorities visible at a glance
- Filter by client, work type, organization, assignee and status
- A “My Work” view and one-click Excel export
Acme Textiles In Review 60%
Nova Exports Completed 100%
Orbit Traders In Progress 35%
Pixel Media Pending 10%
Invoicing
GST-ready invoices in seconds
Turn completed work into a professional invoice without leaving the platform — client details auto-filled, tax handled, numbering automatic.
- SGST / CGST / IGST handling with place-of-supply
- Automatic invoice numbering in your organization’s format
- Grand total spelled out in words, ready to download as PDF
- Duplicate invoice numbers prevented on save
TAX INVOICE
INV/2026-27/0042
GST Return Filing₹ 8,000
Audit & Certification₹ 25,000
CGST 9%₹ 2,970
SGST 9%₹ 2,970
Total₹ 38,940
Reports & Insights
Understand how your practice performs
Employee and work-type reports reveal logged hours, completion rates, overdue items and cash capture — with trend charts that adapt to your date range.
- Headline metrics: hours, completion rate, overdue, cash capture
- Distribution by client, work type and assignee
- Preset ranges (30d, 90d, 12m, all time) and custom dates
- Firm-wide or personal, controlled by permission
Logged hours
182.5
Completion rate
87%
Overdue items
4
Cash capture
₹ 4.2L
How it works
From client to paid invoice, in one flow
01
Add clients
A complete, searchable register with a secure per-client credentials vault.
02
Allocate work
Create jobs with work type, process flow, assignee and verifiers.
03
Track & review
Tick off process steps, log time, and get two-level sign-off.
04
Invoice & report
Raise a GST-ready invoice from the job, then measure performance.
Security & access control
Your firm’s data, properly protected
Secure sign-in
Email and password authentication backed by Google Firebase, with optional App Check protection.
Role-based permissions
Granular controls for the work log, clients, editing, invoices, settings and firm-wide reporting.
Server-enforced rules
Staff can be restricted to only the jobs they’re assigned to or reviewing — enforced on the server.
Encrypted & hosted
HTTPS on every connection with secure Google Cloud hosting and automatic real-time updates.
FAQ
Frequently asked questions
What is CA Pro PMS?
CA Pro PMS is practice management software built for Chartered Accountant firms in India. It brings clients, assignments, two-level review, time tracking, GST-ready invoicing and reporting into one secure, real-time workspace.
Is CA Pro PMS suitable for small CA firms?
Yes. It works for solo practitioners and growing firms alike. Role-based permissions and a configurable work log let you start simple and scale as your team and client base grow.
Does it support GST-compliant invoicing?
Absolutely. You can raise GST-ready invoices directly from completed work, with SGST/CGST/IGST handling, place-of-supply, automatic invoice numbering in your organisation's format, totals in words, and one-click PDF download.
Can I track time spent on each assignment?
Yes. Every work item has a built-in timer you can start, pause and stop. Elapsed time is calculated automatically and feeds into employee and work-type reports.
How is my firm's data kept secure?
Sign-in is secured by Google Firebase Authentication, access is controlled by granular role-based permissions, data rules are enforced on the server, and every connection uses encrypted HTTPS on secure cloud hosting.
Do I need to install anything?
No. CA Pro PMS runs in any modern web browser with automatic real-time updates, so your whole team always sees the latest information without manual refreshes.
Book a demo
See CA Pro PMS on your practice
Tell us about your firm and we’ll set up a personalized walkthrough. No commitment — just a look at how much smoother your practice can run.
- Live, guided product tour
- Answers tailored to your workflow
- Migration & onboarding guidance