About CA ClientOps
CA ClientOps does one job for a CA firm: it gets client documents in on time, checked and filed against the right period, without someone on the team spending the start of every month asking for them.
How it is built
- The law's date and your cut-off stay apart
- Every period carries the statutory due date and your firm's own cut-off. Reminders work to your cut-off; the return date is never moved to suit them.
- Clients are asked politely, and not too often
- One message a day at most, none on the quiet day or at night, and only what is still missing. After the cut-off, a person calls.
- A person decides
- The checks flag a file; they do not throw it away. AI suggestions wait for someone at the firm. A partner or manager approves every review.
- Your data stays yours
- Each firm is kept apart by the database, every change is recorded, and a partner can export everything at any time.
Who makes it
CA ClientOps is built by Dinero Technologies Private Limited, in Thane, Maharashtra.
- Registered office
- 403, Vinita Building, Near Malhar TalkiesGokhale Road, NaupadaThane 400602, Maharashtra
- Phone
- +91 89287 05599
Dinero Technologies Private Limited is the party to the terms of service and the data processor for your firm, and issues the GST invoices for paid plans.
Try it on next month's GST.
14 days free on the Growth plan's limits. A guided setup brings in your team, clients and checklists, and nothing goes to a client until you switch reminders on.