SigzenCA

ERPNext-Powered ERP Solution for Chartered Accountants & Accounting Firms

SigzenCA is a comprehensive ERP solution for chartered accountants tailored for Indian CAs, accounting firms, and independent practitioners. Built on the flexible and scalable ERPNext framework, SigzenCA enables professionals to simplify complex compliance, streamline CA practice management operations, and enhance client engagement with powerful automation.

This cloud-based CA practice management ERP system supports essential functions like GST, TDS, Income Tax, and ROC filings, alongside client lifecycle management, robust workflow automation, and simplified billing. Whether you manage a large CA firm with multiple branches or operate as an independent consultant, SigzenCA delivers end-to-end operational control, ensures compliance accuracy, and provides the automation you need to scale your practice efficiently.

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Key Features

1. Client & Practice Management

Manage clients and internal practice operations in one centralized place. From secure client onboarding to proactive engagement, and from staff task tracking to timely billing, SigzenCA ensures efficiency and accountability across the entire firm.

Client Management

A centralized client master provides a 360-degree view with essential details like PAN, GSTIN, and CIN. Clients can be grouped by type (individual, LLP, trust, corporate), and their full lifecycle is managed from onboarding to engagement and successful service delivery for CA firms.

Practice & Task Management

The intuitive task dashboard provides a clear overview of deadlines and responsibilities. Features include intelligent workload balancing, precise time tracking, task-linked billing, and real-time productivity monitoring to keep your team on track.

2. Document & Workflow Control

Streamline CA practice management operations with secure document storage and automated, repeatable workflows. Standardized processes significantly reduce manual errors and save valuable time.

Document Management

A secure Document Management System (DMS) allows for tagging, intelligent OCR search for quick retrieval, and automated expiry alerts to ensure you never miss a deadline.

Workflow Automation

Utilize pre-built workflows for returns, audits, and compliance tasks. Role-based assignments with an escalation matrix ensure accountability, while ready-to-use templates (NDAs, engagement letters, audit checklists) accelerate your work.

3. SBilling & Financial Operations

Simplify billing, invoicing, and financial integrations specifically for CA firms. SigzenCA supports diverse billing models, recurring invoices, and offers seamless reconciliation.

Billing & Invoicing

A service catalog for GST, ITR, Audit, Advisory, and Retainership enables accurate billing. Support for time/task-based billing and recurring invoices, combined with client-specific pricing, ensures flexibility.

Finance Integrations

Instantly auto-fetch and reconcile bank statements. Integrated with popular payment gateways like UPI, Razorpay, Paytm, and BharatQR. Easy migration from Tally, Busy, Excel, QuickBooks, and Xero is also supported.

4. Compliance & Regulatory (India)

Built with Indian regulations in mind, SigzenCA automates complex GST, TDS, IT, MCA, and ROC compliance tasks while maintaining detailed audit trails for full accountability.

GST Management

Features include automated GST prep, direct GSTN API filing, e-invoicing, and smart mismatch detection to ensure accuracy.

Income Tax

Automate ITR preparation, PAN/TAN management, and receive automated TDS alerts to stay on top of all tax deadlines.

TDS

Streamline TDS return filing, challan validation, and the creation of automated masters.

MCA & ROC

Stay organized with a built-in compliance calendar, automated reminders, and real-time status tracking for MCA and ROC filings.

Audit Trail

Maintain a clear record with edit logs, secure digital workpapers, and sampling logic to ensure audit-readiness.

5. Client Collaboration & Experience

Enhance client relationships and provide an exceptional experience with secure portals, easy communication, and transparent task tracking.

Client Portal

A dedicated client dashboard offers a secure hub for file sharing, checking compliance status, and monitoring task progress.

Collaboration Tools

Simplify your workflow with digital signatures, automated reminders, and downloadable reports. The system also supports popular communication tools like WhatsApp, Slack, Teams, and email.

6. Insights & Reporting

Gain real-time visibility into your firm’s and clients’ performance with interactive dashboards and powerful profitability analysis.

Firm Dashboards

Get a quick overview of key metrics, including revenue by service, staff utilization, compliance status, and outstanding invoices.

Client Dashboards

Analyze client profitability, tax trends, compliance health, and export detailed MIS reports for strategic decision-making.

Profitability Analysis

Access real-time profitability per client, service, or branch to identify your most valuable opportunities.

7. Automation & Artificial Intelligence

Reduce repetitive, manual work with intelligent AI-driven categorization, predictive reminders, and advanced workflow automation.

AI Features

Leverage AI for efficient bank statement categorization and precise OCR imports for invoices, saving countless hours.

Predictive Intelligence

Receive automated compliance reminders and use NLP queries to get quick, insightful answers from your data.

Workflow Automation

Automatically assign tasks, generate calendars, and pre-fill compliance forms, ensuring a smooth and efficient process.

8. Competitive Edge

Go beyond standard practice software with advanced compliance tools, productivity enhancements, and secure multi-client management capabilities.

Compliance-First Design

Our platform is specifically tailored for Indian GST, TDS, ITR, MCA, and ROC rules, featuring audit-ready logs and digital workpapers.

Multi-Entity & Multi-Branch Management

Securely manage hundreds of clients and multiple branches with partitioned data and centralized control, all within a single system.

Productivity Enhancers

Boost your team’s efficiency with staff dashboards, task-linked billing, and gamification tools that make work more engaging.

Data Security & Confidentiality

Protect sensitive client data with robust security features, including role-based access, encryption, and detailed audit logs.

Value-Added Services

Offer clients value with auto-generated compliance certificates, branded client apps, and a built-in knowledge base.

Integration with Other ERPNext Modules

SigzenCA integrates seamlessly with ERPNext’s core modules to create a unified CA practice ecosystem, empowering your firm with a comprehensive, all-in-one solution.

Accounting

Synchronizes the general ledger and provides real-time profitability reports for a clear financial overview and audit-readiness.

HR and Payroll

Streamlines staff performance tracking, timesheets, and salaries, simplifying administrative tasks.

CRM

Centralizes lead capture and client engagement for better relationship management.

Task & Workflow Management

Automates task assignments and approvals to improve productivity and accountability.

Email & Notifications

Sends automated reminders and updates for timely compliance and task completion.

This powerful integration ensures your CA practice remains not only compliant but also highly collaborative and efficient, giving you a competitive edge in the market.

SigzenCA integrates seamlessly with ERPNext

Case Studies

1. Improving Compliance Accuracy

Problem

A CA firm with over 500 clients faced significant compliance delays and a high volume of manual filing errors, impacting their reputation and efficiency.

Solution

They implemented SigzenCA’s robust platform with automated GST filing, intelligent TDS validation, and detailed audit trails, providing a streamlined and error-free process.

Results

As a direct result of the implementation, compliance turnaround time improved by an impressive 40%, and manual errors dropped by 70%, leading to greater accuracy and client trust.

2. Enhancing Billing Efficiency

Problem

An independent CA was struggling with inconsistent billing and revenue leakage, particularly with their retainership clients.

Solution

They enabled SigzenCA’s time-based billing and automated recurring invoices, which simplified the process and ensured consistent cash flow.

Results

Billing efficiency improved by a remarkable 50%, virtually eliminating revenue leakages and stabilizing their firm’s financial health.

Tutorials & Guides

Our team provides a wealth of detailed resources to ensure a seamless onboarding and continuous training experience for your entire team. Our comprehensive tutorials and guides are designed to empower you with the knowledge to maximize the value of your SigzenCA solution.

Client Masters & Service Catalogs: Centralize client data and define service offerings for easy access.

Automated GST & TDS Filing: Use direct government API integrations to automate GST and TDS filings, saving time and reducing errors.

Task Dashboards: Create dynamic dashboards to manage staff workload, deadlines, and responsibilities for improved productivity.

Retainership Invoices & Billing: Set up and manage recurring billing and retainership invoices for consistent cash flow.

AI for Documents: Use AI for automated document processing, including bank statement categorization and OCR imports for invoices, to reduce manual data entry.

Firm & Client Dashboards: Build powerful dashboards to visualize firm performance and client financial health for data-driven decisions.

All these guides and video walkthroughs are conveniently available within the SigzenCA user portal and are updated regularly to reflect the latest features and system enhancements.

Frequently Asked Questions

What is SigzenCA?

SigzenCA is a complete ERP solution for Chartered Accountants built on the powerful ERPNext framework. It efficiently manages every aspect of your professional practice, including accounting, compliance, billing, and client collaboration.

Who can benefit from SigzenCA?

It is ideal for CA firms, independent practitioners, audit firms, and tax consultants who need a comprehensive system to streamline their operations and boost productivity.

Is SigzenCA cloud-based?

Yes. Our solution is hosted on secure, India-compliant cloud servers, ensuring data security and accessibility from anywhere. On-premise options are also available to suit your specific business needs.

Can I migrate from Tally or Busy?

Yes, SigzenCA supports a seamless migration process via simple Excel/CSV imports and connectors, making it easy to transition from your existing accounting software.

Does it integrate with GST & IT portals?

Yes, direct API integrations with GSTN and other government portals ensure auto-filing and validation, providing accurate and timely compliance for all your clients.

Can I manage multiple branches and entities?

Absolutely. Multi-branch and multi-client management is a core feature, allowing you to securely handle hundreds of clients and distributed teams within a single, unified platform.

Does SigzenCA provide profitability reports?

Yes, detailed profitability reports for both individual firms and clients are included. These insights help you analyze performance, identify profitable services, and make informed business decisions.

Are tutorials available?

Yes, comprehensive user guides and video walkthroughs are included in your portal, providing all the training and support you need to master the system’s features.

Transform Your CA Practice with SigzenCA

Elevate your firm’s potential with SigzenCA, the powerful, all-in-one platform designed to modernize your practice. Automate complex compliance tasks, streamline billing processes with precision, and deliver exceptional client experiences that set you apart. By leveraging our robust ERPNext-powered solution, you can drive long-term growth and success.

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Trust Elements

”SigzenCA helped us automate GST and TDS filings. Our compliance time reduced drastically, and errors were minimized.
CA Rahul Desai, PartnerFinTrack Advisors

”The client portal transformed how we interact with clients. Document sharing and filing updates are now seamless.
Anita SharmaIndependent Practitioner

”Recurring billing and profitability dashboards gave us financial clarity we never had before.
Rajesh Mehta, FounderApex CA Services

SigzenCA

ERPNext-Powered ERP Solution for Chartered Accountants & Accounting Firms

Key Features

Client Management

Practice & Task Management

Document Management

Workflow Automation

Billing & Invoicing

Finance Integrations

GST Management

Income Tax

TDS

MCA & ROC

Audit Trail

Client Portal

Collaboration Tools

Firm Dashboards

Client Dashboards

Profitability Analysis

AI Features

Predictive Intelligence

Workflow Automation

Compliance-First Design

Multi-Entity & Multi-Branch Management

Productivity Enhancers

Data Security & Confidentiality

Value-Added Services

Integration with Other ERPNext Modules

Accounting

HR and Payroll

CRM

Task & Workflow Management

Email & Notifications

Case Studies

1. Improving Compliance Accuracy

Problem

Solution

Results

2. Enhancing Billing Efficiency

Problem

Solution

Results

Tutorials & Guides

Frequently Asked Questions

Transform Your CA Practice with SigzenCA

Trust Elements

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