Guides for CA & Accounting
Practical, sourced guides for ca & accounting: the problems owners ask us about most, and how to solve them. See what we build for ca & accounting.
5 articles
Compliance Calendar for CA Firms: Never Miss a Client Due Date
A step-by-step checklist for CA and tax practices to build a compliance calendar: the recurring due-date families (GST, TDS/TCS, advance tax, ITR, tax audit, ROC/MCA, PF/ESI), where to confirm current dates, why the date table must be editable, how to map clients to compliances, assign tasks, send client reminders, track status and handle extensions, and when a spreadsheet stops being enough.
How CA Firms Collect Client Documents Without Chasing
A practical guide for CA firms on client document collection: why chasing happens, a document checklist for each service and client type (with the Income-tax Act 2025 form changes), a comparison of client portals, WhatsApp and email on security, DPDP and version control, a reminder ladder timed to due dates, status tracking per client, what to automate first and what to look for in a portal.
How to Grow a CA Practice Online, Within ICAI Rules
A practical guide for proprietor CAs and small firms on growing a practice online without breaching the ICAI Code of Ethics: pull versus push channels, a factual website and Google Business Profile, knowledge content built around the questions clients search, referrals through a better client experience, niche positioning, LinkedIn and newsletters within the rules, what still breaches the Code, and how to measure enquiries.
ICAI Advertising Rules 2026: What CA Firms Can Now Do Online
What ICAI’s revised Code of Ethics (13th edition, applicable from 1 April 2026) actually says about CA firm websites, social media, articles, client names, push communication, aggregators and CA Connect, read from the Code’s own text. Includes a compliant website page by page, content that brings enquiries without soliciting, the grey areas to put to ICAI, and a pre-publish checklist.
Tally vs Zoho Books: What Should a CA Recommend to Small Business Clients?
A fair, source-by-source comparison of TallyPrime and Zoho Books for chartered accountants advising small business clients in India: deployment, GST e-invoicing and e-way bills, multi-user and remote access, banking, data export and integration, published India prices as of 30 October 2026, who each suits, when neither fits and a custom dashboard helps, and a decision checklist.
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