The all-in-one practice management hub for CA practitioners and finance professionals. Centralize clients, staff, tasks, and compliance—all in one sleek dashboard.
CAControl centralizes all your practice management needs into a single, intuitive platform.
Create, edit, and organize client profiles, contacts, and engagement history in one central hub.
Create tasks, set deadlines, assign to staff, and track progress via an intuitive Kanban board.
Generate multiple tasks based on client-staff relations and compliance periods automatically.
Build detailed, checklist-based audit plans and keep ahead of regulatory deadlines.
Quick stats, alerts, and workload snapshots give you an instant overview of firm performance.
Generate comprehensive reports and export data to CSV for deeper analysis or offline use.
Stop juggling spreadsheets and multiple tools. CAControl brings everything together so you can focus on delivering value to your clients.
A single glance tells you client counts, upcoming tasks, and compliance deadlines.
Role-based access ensures the right people see the right information.
Automated period selection and audit plans keep you ahead of deadlines.
Enterprise-grade security with data encryption and secure authentication.
Practice Helper (CAControl) is designed to give you total control over your practice, automating repetitive tasks and centralizing client data.
Log in – Use your admin credentials. Land on the Dashboard to see real-time metrics and alerts immediately.
Managing Clients – Add engaged clients, fill details, and centralize engagement history in one pulse.
Assign Tasks – Create tasks for staff members. The system auto-suggests staff based on current workload.
Partner
Complete visibility. Manage clients, staff, audits, and firm-wide configurations.
Manager
Supervise assigned portfolios and staff workload without modifying global settings.
Staff & Articles
Focus on individual task queues and personal compliance deadlines.
Auto-Task Wizard
Generate recurring compliance tasks (GST, TDS, IT) automatically based on client relations and frequency.
Bulk Import
Onboard your entire firm in minutes via CSV import. The system validates and populates your hub instantly.
Audit Checklists
Detailed audit workspaces with assigned line-items provide clear responsibility and traceability.
Balance Workload – Use the Staff Load Snapshot to reassign tasks if a team member is overloaded.
Universal Search – Quickly find any client, staff, or task using the global search bar on any page.
Stay Updated – Keep client engagement details accurate to ensure correct task generation and reporting.
Choose the plan that best fits your practice size and needs. No hidden fees.
Perfect for small firms and individual practitioners getting started.
For growing firms that need more power and fewer limits.
Email Support
learnwithfun116@gmail.comContact us for advanced pricing, enterprise setup, or any support queries. We're here to help!
Join the finance professionals who have streamlined their workflow with CAControl. Get started today—it's completely free to use.