Client Management
Every client. One clear view.
Keep client details, groups, documents and communication organized in one place.
Client profiles · Groups · Client portal · Custom fields
AI Powered
for CA, CS, CMA & Advocate Firms
Manage clients, compliance deadlines, team workflows, and billing from one intelligent platform built for professional practices.
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Manage clients, compliance, teams, billing and documents from one connected platform – built for modern professional firms.
Keep client details, groups, documents and communication organized in one place.
Client profiles · Groups · Client portal · Custom fields
Assign, track and automate recurring work with clear workflows and compliance reminders.
Recurring tasks · Workflows · Checklists · GST/IT task tracking
Assign work, control access and see who is responsible for every task.
Role-based access · Task assignment · Maker-checker · Workload view
Track attendance, timesheets and productivity without chasing updates.
Attendance · Timesheets · Timers · Productivity reports
From invoice creation to payment reminders, keep your firm's billing cycle moving.
Recurring invoices · Payment reminders · Outstanding tracking · Receipts
Turn client, team, billing and work data into clear reports for better decisions.
Built-in reports · Custom dashboards · Revenue insights · Work tracking
The tools that keep your firm organized, connected and ready for what's next.
Store, bulk-import and track every DSC, with expiry reminders.
Track any expiry – FSSAI, DIN, Passport, licenses – with auto reminders.
Log every physical document received and returned.
Team chat, group channels and voice calls, built in.
Set triggers that move work forward on their own.
Staff and client apps, with custom-branding available.
Staff and client apps, with custom-branding available.
Team chat, group channels and voice calls, built in.
You do the work WebLedger does everything around it.
Practice Management is one part of WebLedger Office. Add a client once, and your whole suite shares it no duplicate data, no second login.
Less follow-up. Fewer manual steps. A smoother way to run your practice.
WebLedger brings clients, compliance, tasks, documents, deadlines and billing together in one connected workspace.
Multiple firms, sharp outstanding visibility, and invoices that create themselves.
Start free trialAudits, GST, income tax, and ROC compliance — all in one place.
ROC filings, secretarial compliance, and client records, organised.
Cost audits, filings, and client work, tracked end to end.
GST and income tax filings for every client, without the chaos.
Matters, deadlines, and client documents in one secure place.
Discover why CAs, accountants, tax consultants, and growing businesses trust WebLedger to streamline their daily operations and improve productivity.
CMA
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