Common Challenges Faced by CA Firms

Missed deadlines due to manual scheduling or lack of reminders

Inconsistent communication between audit teams and clients

Difficulty in tracking audit progress and accountability

Delayed closures due to unresolved client queries

No centralized system to manage multiple audits across clients

How CA desk ERP Solves It

Smart Scheduling & Multi-Channel Alerts

Audits can be planned with precision—assign responsible team members, set timelines, and define scope. Calendar sync ensures important dates are never missed. Automated alerts via email, WhatsApp, and desktop notifications keep auditors and clients aligned without manual follow-ups. This ensures no audit slips through the cracks.

Smart Scheduling

Calendar Sync

Automated Alerts

Real-Time Workflow Visibility

Every audit progresses through a clearly defined workflow:

Scheduled

Assigned and waiting to begin

In Progress

Currently under review

Completed

Audit process finished

Closed

Client queries resolved and verified

Both internal teams and clients can view real-time progress. This transparency minimizes unnecessary calls or messages and builds trust.

Built-In Query Resolution

During audit reviews, if any clarification or documents are needed from the client, the system allows auditors to raise queries directly within the ERP. Clients receive notifications instantly and can respond through a centralized platform—ensuring nothing gets lost in emails or phone calls. It also documents the entire communication chain for future reference.

Seamless Closure & Auto-Documentation

One-Click Closure

Close audit after tasks and queries are resolved.

Structured Archiving

Stores tasks, chats, and files by client and audit type.

Compliance Ready

Instant access to data for reviews and client requests.

Bonus Features That Make a Difference:

Role-Based Permissions

Control access so only authorized users can edit or close audits.

Activity Logs

Track who updated what, and when, for full accountability.

Document Versioning

Upload revised documents without losing the previous versions.

Recurring Audit Setup

Pre-schedule audits for recurring clients with auto-reminders every year.

Why Firms Love It:

No more missed audits or last-minute panic

Improves coordination between auditors and clients

Organized records for faster reporting and filing

Boosts internal accountability and audit accuracy