Client Management
Keep client information and work organized in one place.
CA Sorted
Stop Chasing Documents. Start Managing Your Work.
CA Sorted helps Chartered Accountants manage clients, service requests, document collection, document reuse, and client communication from one organized workspace.
CA Sorted workspace
Clients
128
Open requests
34
Completed
512
Pending docs
19
GST Return — July 2026
Client: Apex Trading Pvt Ltd
- Bank Statement Linked
- Sales Register Pending
- Purchase Register Completed
Value
Everything you need to keep client document collection moving.
One place for every client
Keep client records and related work organized in a single workspace.
Reusable client documents
Upload once and reuse matching Client + Document Type + Period needs.
Structured service requests
Create period-aware requests for GST, ITR, audits, and other services.
Client portal
Clients submit requested documents through a secure magic link.
Automated reminders
Keep pending collection moving with scheduled reminder workflows.
The problem
Traditional document collection slows CA work down.
Documents scatter across WhatsApp chats, email attachments, and spreadsheets. The same file gets requested repeatedly. Pending items stay in someone’s head. Follow-ups become a second job.
Traditional
- WhatsApp threads with mixed files and context
- Email attachments that are hard to track later
- Spreadsheets for pending document status
- Manual follow-ups for every incomplete checklist
- Repeated requests for documents already shared
CA Sorted
- Client → organized client record
- Service Request → period-scoped work item
- Checklist → required documents for that service
- Upload / Reuse → collect once, reuse when matching
- Complete → finish work with clear status
Features
Built around the real CA document workflow.
Service Requests
Create structured work requests for GST, ITR, audits and other professional services.
Document Checklists
Generate the required document checklist for each service and period.
Document Reuse
Upload a document once and reuse it when the same Client + Document Type + Period is required again.
Client Portal
Clients can securely upload requested documents without creating a CA Sorted account.
Reminders
Keep pending document collection moving with scheduled reminders.
Recurring Work
Automatically generate recurring service requests for monthly, quarterly and yearly work.
Audit & Activity
Understand what happened across your work through audit history and activity timelines.
Product
A workspace that mirrors how CA work actually runs.
These product views reflect CA Sorted concepts already in the application: dashboards, service requests, document checklists, and the client portal.
Dashboard
Total Clients
128
Open Service Requests
34
Completed Service Requests
512
Pending Request Documents
19
Service Request
Client: Apex Trading Pvt Ltd
Service: GST Return
Period: July 2026
Checklist
Bank StatementLinked
Sales RegisterPending
Client Portal
Upload requested documents
Service: GST Return · Period: July 2026
Sales Register
Upload needed
Choose file
How it works
Four steps from client intake to completed work.
Step 1
Add your client
Create the client record your firm will work with.
Step 2
Create a service request
Choose the service and period to generate the checklist.
Step 3
Collect or reuse documents
Clients upload through the portal, or matching documents are reused.
Step 4
Complete the work
Review the checklist and mark the service request complete.
Client → Service → Period → Checklist → Upload / Reuse → Complete
Document reuse
Ask once. Reuse whenever you need it.
Clients often submit the same document for multiple pieces of work. CA Sorted keeps reusable client documents organized so matching documents can satisfy future requests without unnecessary duplicate uploads.
Reuse identity is Client + Document Type + Period. Documents are not reused across incompatible periods or types.
Example
Client
↓
Bank Statement
July 2026
↓
GST Request
Audit Request
One document. Multiple requests.
Client Portal
Give clients a simpler way to submit documents.
Clients do not need a CA Sorted username or password. They receive a secure magic link associated with a specific Service Request. That link establishes scoped portal access for uploading the requested documents.
- No client account required
- Request-specific access
- Secure magic-link access
- Clear document checklist
- Mobile-friendly upload experience
Secure portal session
Apex Trading Pvt Ltd
GST Return · July 2026
Bank Statement
Uploaded
Sales Register
Pending
Automation
Less follow-up. More work completed.
CA Sorted supports automated reminder workflows with email and WhatsApp notification support so pending document collection keeps moving.
Recurring Service Requests
Scheduled reminders
Email / WhatsApp notification workflows
Client uploads
CA completes work
For CA firms
Built for the way CA firms work.
Standardize client document collection
Reduce manual follow-up
Reuse existing client documents
Organize recurring work
Give clients a professional upload experience
Improve visibility across client work
Security & trust
Designed with practical controls around sensitive documents.
These points describe controls present in the CA Sorted architecture. They are not certifications or compliance guarantees.
Private document storage
Documents are designed for private storage rather than public file URLs.
Secure portal access
Client Portal access uses high-entropy magic-link tokens with hashed storage and expiration.
Access control
CA access is protected by authentication, authorization, client membership, policies, and scoped queries.
Separate admin access
Platform Administrators use a separate Admin authentication context.
Auditability
Important domain and platform actions can be represented through audit history.
Cloud storage ready
Production document storage can use private Amazon S3 storage.
Pricing
Plans that scale with your practice.
Subscription prices include GST. The amount shown is the amount you pay—GST is not added on top.
Billing cycle
Solo
For individual practitioners.
₹599/ month ₹5,999/ year
Includes GST
14-day trial on eligible sign-ups
1 users · 10 GB · 300 WhatsApp · 2,000 emails
Professional
For growing practices.
₹999/ month ₹9,999/ year
Includes GST
14-day trial on eligible sign-ups
5 users · 30 GB · 1,000 WhatsApp · 5,000 emails
Team
For collaborative firms.
₹1,499/ month ₹14,999/ year
Includes GST
14-day trial on eligible sign-ups
10 users · 50 GB · 1,500 WhatsApp · 7,500 emails
Firm
For larger firms.
₹1,999/ month ₹19,999/ year
Includes GST
14-day trial on eligible sign-ups
15 users · 100 GB · 3,000 WhatsApp · 10,000 emails
Enterprise
Custom plan configured by CA Sorted.
Custom pricing
Limits and billing are configured with CA Sorted for larger firms.
After you create an account, choose your plan and billing cycle on the Billing page. Upgrades, downgrades, and renewals follow the in-app billing rules.
FAQ
Common questions
CA Sorted is a SaaS workspace for Chartered Accountants to manage clients, service requests, document collection, document reuse, and client communication.
CA Sorted is built for Chartered Accountants and CA firms that need organized client document collection and workflow management.
No. Clients access a specific Service Request through a secure magic link and a scoped portal session. They do not create a CA Sorted username/password account.
Yes. When the same Client + Document Type + Period is required again, an existing matching document can satisfy the checklist item without another upload.
CA Sorted treats reusable document identity as Client + Document Type + Period. Matching documents can be linked across compatible service requests. Documents are not reused across incompatible periods or types.
Yes. Recurring service rules can automatically generate service requests for monthly, quarterly, and yearly work.
Yes. The Client Portal is designed for a mobile-friendly upload experience.
Yes. Scheduled reminder workflows help keep pending document collection moving, with email and WhatsApp notification support.
Yes. Organizations support multiple CA users working with firm clients and service requests under shared organization boundaries.
Spend less time chasing documents.
Bring clients, service requests and document collection into one organized workspace.