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SMECA

Practice management for Indian CA firms. Partners, managers, staff, and article assistants track work, time, compliance deadlines, and billing in one place.

Overview

Built Around How a CA Firm Works

A CA firm's day doesn't fit a generic project tool. Deadlines come from statutory calendars, invoices need the right GST split, and work needs a second pair of eyes before it goes out.

SMECA brochure cover: the practice OS for Indian CA firms, showing the firm dashboard with billing, receivables, open tasks, and filings due, using sample data.
SMECA brochure page showing the compliance calendar and invoices screens, with highlights for compliance, GST invoicing, tasks, time, receipts, and roles, using sample data.

Features

Everything the Practice Runs On

From the first task of the day to the last receipt of the year.

My Day

Start and end the day, take lunch, and run one live task timer at a time. Lunch pauses the timer, and forgotten days close automatically and are flagged for review.

Tasks and Approvals

Allot, accept, hold, send for review, and approve or send back, with a maker-checker rule and comments on every assignment.

Timesheets and Leave

Weekly timesheets with submit and approve, a daily worksheet, and leave balances by April-to-March year, including study leave for articles.

Client Records

Onboard clients with PAN, GSTIN, TAN, and CIN/LLPIN validation, including the GSTIN check digit and its state and PAN match.

Compliance Calendar

Per-client filings generated from a master calendar of GST, TDS, advance tax, ITR, tax audit, PF/ESI, ROC, and LLP due dates, with single and bulk WhatsApp reminders.

GST Invoicing

CGST + SGST or IGST from place of supply, SAC codes, consecutive invoice numbers, amounts in lakh and crore, a UPI QR, and an A4 print layout.

Receipts and Dues

Record UPI, NEFT, RTGS, IMPS, and cheque receipts, count TDS deducted by the client towards settlement, and track ageing with WhatsApp payment reminders.

Documents

Upload, download, and categorise documents by client and year, so every file sits with the right client.

Dashboards

Firm KPIs, billing and collection, hours, staff attendance, utilisation, and client profitability, all in one place.

Roles

The Right View for Everyone

Four roles, with a permission matrix each firm can edit and an activity log of what happened.

Partner

Sees everything across the firm.

Manager

Sees all work and approvals, without user administration.

Staff

Sees their own tasks and time, plus clients and compliance.

Article Assistant

Sees their own tasks and time, with read-only client data.

Data Isolation

Built to Keep Each Firm's Data Separate

All firms share one database, so isolation is built into how the application reads and writes data, not left to each screen.

The firm comes from the user's record

Each request's firm is set from the signed-in user's record, never from anything the client sends.

Every query is scoped

Reads, writes, and deletes are scoped to the current firm automatically, rather than relying on each query to remember.

It fails closed

A query with no firm context throws an error instead of returning everything.

Tested through the real API

Our test suite attacks these rules through the real API, including attempts to use another firm's record IDs.

Running a CA practice?

Tell us how your firm works today and what your current tools get wrong. We'd like to hear from you.

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