Practice Management & Website for CA Firms
Software for CA Firms & Tax Consultants — Nexis by Takneek
Client register with GST, PAN, TAN and ROC records, automated statutory compliance calendar, no-login document intake, and branded website with enquiry capture. Plans start at ₹499/month. Built for Indian CAs, CS & Tax Practitioners.
Everything Your CA Practice Needs
Client Register: GST, PAN, TAN & ROC
Keep all client records, statutory registrations, contact persons, and filing histories in one central, searchable practice register.
Automated Compliance Calendar
Computed statutory due dates for GST returns (GSTR-1, 3B, 9), TDS payments, Advance Tax, and ROC annual filings. Never miss a deadline.
No-Login Document Intake Portal
Send a secure signed link to clients via WhatsApp or email. Clients upload bank statements and invoices without needing passwords or app installs.
Branded Firm Website & Enquiry Form
Professional one-page website showcasing your firm credentials, partner profiles, and services, with enquiries routing straight to WhatsApp and email.
Up to 5 Staff Logins & Permissions
Role-based access control for partners, paid assistants, and article trainees. Control which staff member can view client folders and filings.
5 Built-in Tax & Financial Calculators
Pre-configured Income Tax, GST, HRA, EMI, and SIP calculators embedded on your public site for client self-service and lead generation.
WhatsApp Due Date Reminders
Automated WhatsApp reminders for pending client documents, advance tax payment alerts, and return filing confirmations on the Pro plan.
Cloud Hosting, SSL & Daily Backups
Bank-grade encrypted cloud storage, SSL certificates, automated daily backups, and high availability so your client files are always secure.
Branded Client Mobile App
Optional branded smartphone app for your clients to view their filing status, payment receipts, and compliance updates (Pro plan).
Client Success Story
Chartered Accountancy Practice — Indore
Centralized 200+ corporate and individual client records into one digital register, replaced email document chasing with no-login upload links, and automated compliance calendars across partners and articles.
Frequently Asked Questions
How much does Nexis software for CA firms cost?
Nexis plans start from ₹499/month (Starter — branded firm website, enquiry capture, hosting) with a ₹2,100 one-time setup fee. The Growth plan (₹999/mo) includes the full client register, compliance calendar, and no-login document portal. The Pro plan (₹2,100/mo) adds WhatsApp reminders, AI tools, tax calculators, and branded client app. Annual billing gives you 2 months free.
How does the no-login document intake portal work for clients?
Nexis generates a secure, signed web link that your firm shares with clients via WhatsApp or email. The client taps the link on mobile or desktop and uploads bank statements, purchase bills, or GST invoices directly without entering passwords or installing any app, alerting your team immediately.
Does the compliance calendar update automatically for GST, TDS, and ROC due dates?
Yes. Nexis automatically schedules statutory deadlines across GST returns (GSTR-1, 3B, 9), TDS payments, Advance Tax installments, and ROC annual filings. Upcoming deadlines are highlighted on the dashboard by client category so no statutory due date is missed.
Can partners restrict client folder access for article trainees and paid assistants?
Yes. Nexis provides role-based access control. Senior partners can grant article trainees or staff access only to designated client files, specific audit engagements, or GST filing records while protecting sensitive corporate tax folders and fee details.
Can we send automated WhatsApp due date reminders to clients before statutory deadlines?
Yes. On the Pro plan, Nexis sends automated WhatsApp reminders to clients for pending data, missing bank statements, Advance Tax deadlines, and return filing confirmations. This eliminates manual phone calls and follow-up emails by articles.
Does Nexis include embedded financial calculators on our firm website?
Yes. Nexis comes with 5 pre-built, interactive calculators for your firm website: New vs Old Income Tax regime calculator, GST calculator, HRA exemption, EMI, and SIP calculators. Clients use them directly, establishing your firm's authority and generating consultation leads.
Can we import our existing client master data from Excel into Nexis?
Yes. You can import client registers, PAN, GSTIN, TAN, contact details, and filing frequencies from Excel spreadsheets using our bulk import template. Our support team assists with onboarding and verifying your initial client database.
How secure is confidential client financial and audit data in Nexis?
Client records and documents are stored on bank-grade encrypted cloud infrastructure with SSL transmission in transit and AES encryption at rest. Multi-tenant database isolation ensures each firm's records are completely private and backed up daily.
Also from Takneek
Keep your CA firm active on LinkedIn, WhatsApp and Google — automatically
Takneek Social plans and drafts timely tax updates, budget summaries, compliance reminders and festival wishes in professional Hinglish or English. Start free for 14 days, no card needed.
- ✓Professional tax and compliance posts for LinkedIn and Instagram
- ✓Automatic festival greetings in your firm branding
- ✓One-click client WhatsApp announcements for due dates
Book a free Nexis demo
See Nexis live — we will walk your firm through the full client register, compliance calendar, and document intake workflow in 30 minutes on WhatsApp or video call.
View Nexis pricing & plans