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Practice Management Software available “free of cost” for CA Practitioners & CA Firms
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About

Practice Management Software (PMS) is a comprehensive cloud-based solution developed by the Institute of Chartered Accountants of India (ICAI) exclusively for CA practitioners and CA firms. Offered at free of cost, it automates daily operations, streamlines workflows, and provides full visibility into firm activities. This all-in-one tool enhances the management of tasks, clients, and teams, while boosting efficiency, accuracy, transparency, and productivity for eligible ICAI members.

Key Features

  • Workflow Automation: Automates processes, no matter how simple, including auto-allocation and reporting.
  • Web & Mobile Platform: Blazing-fast access to manage office activities via web or mobile apps (available on Android and iOS).
  • Complete Onboarding and Training: Free data transfer and comprehensive training provided by the PMS team.
  • Core Modules:
    • Task Management: Effective auto-allocation, reporting, and streamlining of processes.
    • Document Management: Paperless office with smart document storage and access.
    • Account Management: Advanced billing and job automation.
    • Client Management: Centralized database with client-wise login for tracking information.
    • Communication Management: Multiple channels with auto alerts, smart notifications, and reminders.
    • Employee Management: Effortless work allocation, capacity planning, time tracking, and reporting.

Benefits

  • Improve Accuracy and Productivity: Provides transparency, complete visibility over firm workflows, and actionable insights for recurring accounting tasks.
  • Enhance Client Experience: Streamlines communication, tracks time spent, and enables better client retention and firm growth through a connected, one-stop platform.
  • Cost-Effective: Completely free for CA practitioners and firms, with no extra charges for onboarding, training, or data migration.

Discounted pricing for ICAI Members: Available at free of Cost CA practitioners and CA Firms

How to Avail the PMS Services

Follow these quick 5 steps to register for PMS:

  1. Please, Visit https://cacloud.ca.in/  on your browser.
  2. After this, Click on 'Register Here' at the top-right corner.
  3. Enter your Membership Number (HO in Charge).
  4. Verify auto-filled Firm Details and Submit.
  5. Complete OTP Verification to confirm registration.
  6. PMS credentials will be emailed within 6 working hours.
  7. A support executive will follow up to assist with access, training, and tutorials.

Members can also schedule training sessions directly through the platform at https://cacloud.ca.in/for-module.html and also access step-by-step video tutorials of all features and modules here: https://cacloud.ca.in/video-tutorial.html .

Contact Information

  • PMS Helpdesk: Email: pms.helpdesk@icai.in| Phone: +91 90999 37527 / +91 98259 43078
  • Members may also write to CMP: cmp@icai.in

Members may please click here Avail this offer  ( Home ) 

Disclaimer:
ICAI, through CMP, acts solely as a facilitator for these initiatives. All services are delivered directly by respective providers. It does not endorse or guarantee the quality, reliability, or accuracy of these offerings. Members are advised to exercise independent judgment and due diligence before availing any product or service. ICAI shall not be liable for any loss or damage arising from their use.