Tax & CA Firms Operating System
The modern operating system for chartered accountants and tax advisory practices. Streamline client document collection, audit milestone checklists, and automated 18% GST billing with UPI QR codes.
Engineered specifically for tax & ca firms
Eliminate operational friction with specialized workflows designed for your exact business model.
Audit Engagement Mandates
Standardized statutory audit and tax audit engagement letters with digital signatures.
Client Tax Document Vault
Structured checklists for GST returns, TDS certificates, and balance sheet schedules.
CA Retainer & UPI Billing
Automate monthly and quarterly accounting retainers with dynamic UPI QR payment links.
Pre-Seeded Indian IT Act 2000 Contracts
Tamper-evident digital signature agreements ready out-of-the-boxAutomated SAC 998222 Tax Calculations
Intelligent CGST + SGST (9%+9%) & IGST (18%) tax complianceHow your workspace runs on autopilot
From initial client inquiry to final payment and review collection in 4 simple steps.
Intake Checklist
Send automated document request checklist for GST, TDS, and financial records.
Sign Engagement Letter
Client signs statutory audit or tax filing mandate digitally.
Secure Document Intake
Client uploads trial balance and bank statements into their encrypted portal.
UPI Fee Settlement
Automated GST invoice is generated with embedded UPI QR code for instant payment.
The Operational Upgrade
Stop stitching together generic software. Cora replaces fragmented tools with a single unified operating system.
- Chasing business clients for bank statements and GST receipts over endless WhatsApp messages
- Manually drafting audit engagement letters for hundreds of annual tax clients
- Delayed CA professional fee payments with manual bank reconciliation
- Digital client intake portals where businesses securely upload financial statements and tax documents
- Pre-seeded audit engagement letters ready to sign digitally in one click
- Automated professional fee invoicing with instant UPI QR codes and automated reminders
Common questions about tax & ca firms
Explore Other Industry Workspaces
Pre-configured turnkey workspaces across all modern service verticalsLawyers & Law Firms
Legally binding e-signatures, retainer mandates & confidential vaults.
Financial Advisors
Client risk profiles, advisory retainers & encrypted vaults.
Audit & Compliance
Compliance checklists, verified audit logs & evidence vaults.
Consultants & Advisors
Voice-to-Proposal AI, advisory retainers & strategy vaults.
Launch your tax & ca firms workspace in 3 minutes
All 4 Indian IT Act 2000 legal agreements, SAC SAC 998222 tax codes, and workflows pre-loaded.