Client management for CA firms — without the complexity.
Track ITR filings, compliance deadlines, and annual renewals in one place.
NeerSoft CRM helps CA firms and individual chartered accountants organise client relationships, track recurring compliance services, and manage new business — all without enterprise-grade complexity or pricing.
50+
Avg. clients per CA firm
Annual
Compliance cycles tracked
100%
Your data, your control
The problem
Sound familiar?
Missing ITR or GST filing deadlines for specific clients
Client contacts scattered across registers, phone, and spreadsheets
Annual audit renewals not tracked — clients lapse without notice
New enquiries lost after the initial WhatsApp call
Article clerks have no shared view of client status or tasks
No quick way to find a specific client across 50+ records
The solution
NeerSoft CRM fixes all of this.
Client register in one place
All client contacts — individual, company, and trust — in a single searchable database. No more Excel sheets.
Service renewal alerts
Set billing cycles for ITR, GST registration, audit, and compliance. Know what's up for renewal every month.
New business pipeline
Track referrals and walk-in enquiries through a deal pipeline. No prospect slips through the cracks.
Team access control
Give article clerks limited access. Partners see everything; staff see only what they need.
Capture enquiries from website
Embed a lead form on your firm website. Enquiries land directly in your CRM for your team to follow up.
Client consultation scheduling
Schedule client calls with Google Meet from any client record. Invites sent automatically.
What's included
Everything you need to run your business.
“I was tracking 60+ clients in Excel and a paper register. NeerSoft CRM replaced both overnight. The recurring services module is exactly what I needed for annual compliance renewals.”
Rohit Kapoor
Chartered Accountant, Ahmedabad
Common questions
Can I track different compliance services per client?
Yes. Each client can have multiple recurring service records — ITR filing (annual), GST return (monthly), statutory audit — all with separate billing cycles.
Is client data secure and private?
Absolutely. Each workspace is fully isolated. No other CA firm can see your data. All data is encrypted in transit and at rest.
Can my article clerks access records?
Yes. On Growth and Custom plans you can add team members with Staff roles — they can manage clients and deals but cannot access billing or settings.
Does it work on mobile for client visits?
Yes. Install NeerSoft CRM as a PWA on your phone. Access client details even on slow connections.
Ready to get organised?
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