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Compliance task management and AI-assisted audit workflow for Chartered Accountants.

CA PRO Toolkit is a professional workflow and compliance platform built specifically for Chartered Accountants (CAs), audit firms, and finance teams in India.

FEATURE HIGHLIGHTS

• Unified Firm Workspace — Manage daily firm operations from one centralized workspace with tasks, compliance calendars, filing dashboards, review queues, workload summaries, reminders, client follow-ups, and firm activity. • GSTR Downloader — Download GST return and ledger files directly from the user's own signed-in GST portal session. Select the required filing periods and documents, check filing status, confirm that each requested file has actually arrived, and safely stop if the GST portal session expires. The downloader supports monthly and annual GST return downloads as well as Electronic Cash Ledger and Electronic Credit Ledger downloads over a selected date range. • GST Reconciliation — Reconcile Purchase Register data against GST return data invoice by invoice. Review matched, missing, and mismatched records through structured and explainable workflows. • GST Control Checks — Compare purchase, return, and electronic ledger information to identify differences and support period-level compliance review. • GST Review & Resolution — Review reconciliation items, make controlled decisions, perform appropriate bulk actions, manage supplier follow-ups, maintain review activity, lock completed reviews, and export results. • TDS Health Review — Review TDS deduction records, challans, statement status, PAN evidence, and related documentation to identify missing information and compliance issues. • TDS Source-Linked Findings — Keep findings connected to their underlying source records so reviewers can trace an issue back to the relevant deduction or document. • TDS Action Planning — Convert identified TDS issues into actionable work, preview proposed actions before committing them, assign responsibility, and maintain review history. • Notices & Case Management — Manage tax notices and cases from intake through completion. Maintain case details, chronology, important dates, supporting documents, references, analyses, response drafts, review decisions, and submission records. • Notice Document Processing — Extract proposed dates, amounts, sections, and other information from notice documents while keeping extracted information subject to human confirmation. • Case Review & Response Workflow — Move cases through analysis, response drafting, review, finalization, and submission recording. Response drafts cannot bypass the required human review process. • Audit Engagements — Manage audit and assurance engagements from planning through completion with structured workflows for findings, procedures, evidence, review, and completion. • Working Papers — Organize audit working papers, evidence, findings, procedures, and engagement documentation to support structured audit execution and internal review. • AI-Assisted Audit Review — Initiate an audit review using text provided by the user, uploaded documents, or supported browser content. Generate structured audit-review assistance including matters requiring attention, audit procedures, applicable auditing standards, assertions, accounting and reporting guidance, sampling considerations, fraud or bias indicators, escalation considerations, missing information, and working-paper status. • User-Initiated AI Processing — AI review begins only when the user explicitly initiates the review. The extension does not continuously monitor websites or automatically inspect content. • Audit Review History — Store completed audit reviews so users can revisit previous analyses, review supporting information, and compare earlier work. • Auditing Standard Lookup — Access relevant auditing-standard information alongside audit-review findings to support professional review. • Compliance Calendar & Reminders — Manage statutory deadlines and recurring compliance activities across GST, TDS, MCA, Income Tax, and related work. Create reminders, receive browser notifications, and enable transactional reminder emails for important compliance activities. • Task & Workflow Management — Create, assign, organize, and monitor tasks with due dates, document readiness, review status, assignees, priorities, and progress. Administrators can manage workflows while team members execute assigned work. • Daily Work Planner — Organize daily priorities, pending compliance activities, client follow-ups, audit work, review tasks, and other important work in one place. • Tax Work Tracker — Track tax, audit, ROC, and related assignments using client-wise progress and workflow status. • Client Follow-Ups — Track pending client requirements, document requests, outstanding information, and follow-up activities so important client actions do not get lost. • Document & Evidence Organization — Keep relevant documents, supporting information, and workflow records organized around the work they belong to. • Review Queues & Workload Management — Help firm administrators monitor pending work, review requirements, assigned tasks, and team workload so work can be distributed and managed efficiently. • Firm Collaboration — Multiple authorized users can work within the same firm workspace, share synchronized workflow records, and collaborate across supported devices. • Role-Based Access — Support controlled firm access through Firm Administrators, Super Administrators, and team members. • Cross-Device Workspace — The Chrome extension and Windows desktop application work with the same account, firm, and authorized workflow records, allowing teams to continue their work across supported devices. • Secure Passwordless Authentication — Sign in using OTP or Google Sign-In without requiring users to store passwords in the extension.

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