FinMaster is a complete, self-hosted ERP built specifically for Indian Chartered Accountant and taxation practice firms — not a generic business CRM with a tax label added afterward, but a system designed around the actual shape of a CA firm's work from the ground up.
Who FinMaster is built for
Independent CA practitioners, growing tax consultancies, and multi-partner CA firms managing anywhere from dozens to hundreds of individual and company clients, who need real compliance tracking and billing infrastructure rather than a spreadsheet-and-WhatsApp combination held together by habit.
What it actually covers
Client management
Individual and company clients tracked with their correct India-specific details — PAN, GSTIN, CIN/LLPIN, and entity type — as a single record feeding every other part of the system.
Compliance tracking
GST, TDS, ROC, and income tax deadlines generated automatically from each client's actual registration and filing details, inside a unified Compliance Register rather than scattered across separate tools.
Service delivery
Thirty-two services across company formation, GST, income tax, audit, licenses, payroll, and advisory, each running on its own configurable workflow rather than a single generic task pipeline.
Billing
Quotations that convert directly into GST-compliant invoices, with proper amount-in-words formatting and two selectable PDF templates for different client needs.
Staff and operations
Role-based access, task assignment, employee salary tracking with EPF and gratuity calculation, and a full dashboard giving partners a single view of the firm's real-time state.
Client-facing portal
A genuine self-service portal where clients see their own applications, documents, invoices, and compliance status — reducing routine status-check calls to staff.
How FinMaster is different from a generic business ERP
Every field, workflow, and compliance rule in FinMaster reflects actual Indian tax and corporate law — not a generic template with country-specific labels swapped in. GST filing frequency, ROC due dates, and gratuity calculations follow the real statutory rules a CA firm is actually bound by, not an approximation.
Highly Scalable & Fully Customized
A Real Platform, Not Just a Script
FinMaster is a complete, production-ready ERP for Indian CA and tax practice firms — client management, GST/ITR/TDS/ROC compliance, billing, and staff payroll all included. And if you need an extra module or a custom feature down the line, our team builds it for you.
Explore FinMaster →