Run Your CA Practice from One Platform
Stop juggling WhatsApp, email, spreadsheets, and shared drives. Zortal gives chartered accountants a single system for client management, document collection, team tracking, and a professional web presence.
Sound Familiar?
Client documents scattered across WhatsApp and email
ITR season means chasing 200+ clients for PAN cards, Form 16s, and bank statements. Documents get lost in chat threads. Clients re-send the same files. You waste hours just organizing.
No visibility into what your team is working on
Article clerks juggle 30+ clients each. Without a central task board, deadlines slip, work gets duplicated, and you only find out when a client calls to complain.
Your website is a WordPress page from 2018
Potential clients Google your firm and find a broken site. Or no site at all. Meanwhile, newer firms have polished online presences that win the referral.
Manual attendance and leave tracking
WhatsApp messages for leave requests. Paper registers for attendance. Month-end salary calculation becomes a guessing game.
No system for tracking new business inquiries
Referrals come in via phone, email, and walk-ins. Without a pipeline, you forget to follow up and lose potential clients to competitors.
Features CAs Actually Use
Every feature built with chartered accountants workflows in mind.
Client Portal for Document Collection
Each client gets a secure login to upload PAN, Form 16, bank statements, and more. No more WhatsApp chasing.
Task Board for Article Clerks
Assign ITR filings, GST returns, and audit tasks to team members. Track status from 'Started' to 'Done' with due date alerts.
Professional CA Website
Modern templates designed for CA firms. Showcase your services (Tax, Audit, GST, Company Registration) with a custom domain.
Staff Attendance & Leave
Geolocation check-in for article clerks. Digital leave requests with approval workflow. Clean records for salary calculation.
Compliance Calendar
Never miss GST, ITR, TDS, or MCA filing deadlines. Automatic reminders for every due date throughout the year.
Lead Tracking
Track referrals and inquiries through a simple pipeline. Follow up on time and convert more prospects into clients.
How CAs Use Zortal Daily
ITR Season Document Collection
Send your clients a portal link. They log in, upload Form 16, AIS, bank statements, and investment proofs. Everything lands in one organized place — no WhatsApp required.
Daily Team Management
Assign GST returns and audit tasks on the task board. Article clerks update status as they work. You see the full picture without asking for updates.
Client Acquisition
Your professional website ranks on Google. A potential client fills your contact form. The inquiry lands in your CRM pipeline. You follow up and close the deal.
Simple, Transparent Pricing
Start free, upgrade as you grow. No hidden fees.
Free
For individuals and small teams
Free forever — no credit card required
- GPS Attendance & Check-in
- Task Management
- Leave Management
- Expense Tracking
- Work Journal
- 1-Page Website
- 20 AI Chats/month
Base
For small businesses going online
Billed annually at ₹2,999/yr incl. GST
- Everything in Free, plus:
- Multi-page Website
- Custom Domain & SSL
- Blog (5 posts)
- CRM (20 leads)
- Invoicing
- Appointments & Booking
- Forms (3)
- 100 AI Chats/month
Pro
For growing businesses
Billed annually at ₹9,999/yr incl. GST
- Everything in Base, plus:
- Blog (50 posts)
- CRM (200 leads)
- Forms (20)
- Compliance Calendar
- Remove Branding
- 2 Custom Domains
- Unlimited AI Chats
Max
For established businesses
Billed annually at ₹29,999/yr incl. GST
- Everything in Pro, plus:
- Unlimited Blog & CRM
- Unlimited Forms
- WhatsApp Integration
- API Access
- Dedicated Support
Frequently Asked Questions
Start Free Today
No credit card required. Set up your business platform in under 5 minutes.