BookMyCA 360 — Complete Office Management Suite
The Complete Operating System for Your CA Practice
Bank stock statements, CMA, ITR vault, attendance, chat — everything a CA firm runs on, in one login.
Starter
- GPS Smart Attendance + Geofencing
- Shift & Leave Management
- Task & To-Do Management
- Client Master + Directory
- Daily Work Report
- Reports & Analytics (basic)
- Role-Based Access
- Email support
Professional
- Everything in Starter, plus:
- BookMyCA CRM (lead-to-client pipeline)
- Bank Stock Statements — exact PNB-938 / SBI / BOB
- CMA Working + Project Reports (DPR)
- Invoice Builder + Quotation Master
- PDF Tools & Converter
- ITR Management + Client Document Vault
- Client Self-Service Portal
- Agreement Generator + Templates
- Checklist Master + Daily Routines
- AI Checkout
- Funding & Subsidy Leads
- WhatsApp support
Enterprise
- Everything in Professional, plus:
- Encrypted Team Chat + Chat Control (DM, groups & broadcasts)
- Marketing Suite — campaigns, lead forms & proposals
- MCA Compliance tracker
- Ad Master (announcements & creatives)
- White-label — your logo, your brand
- Daily automated backups to your email
- Priority phone support
- Free onboarding + training session
See the Suite in Action
Continuously rotating — hover to pause & read
Select PNB — the input form itself becomes the PNB-938 proforma. Download the filled bank-exact PDF or editable Word in one click.
Share one link — clients verify via OTP, upload PAN/Aadhaar/Form-16 straight into their own secure vault. No more WhatsApp documents.
Staff check in from office geofence with selfie. You see who's in, who's late, who's on leave — live.
WhatsApp-style messaging that stays inside the organisation — encrypted, controlled, and fully auditable by you.
Feed the numbers once — get banker-ready CMA data, ratios and DPR out the other side.
Every enquiry lands in your CRM, gets allotted to a team, and is tracked till closure.
Select PNB — the input form itself becomes the PNB-938 proforma. Download the filled bank-exact PDF or editable Word in one click.
Share one link — clients verify via OTP, upload PAN/Aadhaar/Form-16 straight into their own secure vault. No more WhatsApp documents.
Staff check in from office geofence with selfie. You see who's in, who's late, who's on leave — live.
WhatsApp-style messaging that stays inside the organisation — encrypted, controlled, and fully auditable by you.
Feed the numbers once — get banker-ready CMA data, ratios and DPR out the other side.
Every enquiry lands in your CRM, gets allotted to a team, and is tracked till closure.
Everything Inside the Suite
28 modules. One login. One price.
28 modules highlighted for CA Firms · hover any card to flip it and see its top-3 features
Geofenced check-in/out with live location, selfie & biometric support
- •Geofenced check-in/out
- •Selfie + biometric verification
- •Live who's-in dashboard
Leave requests, approvals, half-day auto-marking, shift tracking
- •Leave apply & approve flow
- •Half-day auto-marking
- •Shift-wise tracking
Admin tasks, department tasks & personal to-dos with deadlines
- •Admin & dept task boards
- •Personal to-dos
- •Deadlines & status tracking
Complete client directory with secure document storage (PAN, Aadhaar)
- •Full client directory
- •Secure PAN/Aadhaar storage
- •Client-wise work history
Lead-to-client pipeline — track every enquiry till conversion
- •Lead capture from website
- •Department-wise allotment
- •Track till conversion
Exact PNB-938, SBI Annexure-II & BOB 3-annexure formats with auto Drawing Power
- •Exact PNB-938/SBI/BOB formats
- •Auto Drawing Power calc
- •PDF + editable Word export
Bank-ready CMA data with ratios, projections & sensitivity
- •Bank-ready CMA data
- •Auto ratios & projections
- •Saved reports library
Full project reports with capacity utilisation & product-wise workings
- •Product-wise workings
- •Capacity utilisation
- •Banker-ready output
GST invoices with payment tracking & receivables view
- •GST invoices in seconds
- •Payment tracking
- •Receivables view
Professional quotations with services & signatories
- •Service-wise quotes
- •Signatory management
- •Professional PDF output
Merge, split, compress & convert documents — built right in
- •Merge & split PDFs
- •Compress large files
- •Format conversion
Clients upload ITR documents themselves via OTP-secured portal into their own vault
- •OTP-secured client uploads
- •Per-client document vault
- •Self-onboarding for new clients
Clients log in, upload documents & track work status
- •Client login (email+phone)
- •Document uploads
- •Work status tracking
WhatsApp-style chat with images, PDFs, location sharing & AES-256 encryption
- •AES-256 encryption
- •Images, PDFs & location
- •DM, groups & broadcasts
Admin controls — who can message whom, full compliance monitoring
- •Who-can-message rules
- •Block & mute controls
- •Compliance monitoring
Company & director master with filing due-date tracking & overdue alerts
- •Company & director master
- •Filing due-date tracker
- •Overdue auto-alerts
Attendance, work, task & finance reports in one dashboard
- •Attendance reports
- •Task & work analytics
- •Finance summaries
Generate engagement letters & agreements from templates
- •Engagement letters
- •Template-based drafting
- •One-click generation
Standard operating checklists for every service you offer
- •Service-wise SOP checklists
- •Team accountability
- •Nothing gets missed
Hour-by-hour staff work logging linked to attendance
- •Hour-by-hour logging
- •Linked to attendance
- •Admin review view
AI-assisted end-of-day summaries & task verification
- •AI day-end summaries
- •Task verification
- •Smart insights
Manage internal announcements & marketing creatives
- •Internal announcements
- •Marketing creatives
- •Team-wide broadcast
Public funding form + subsidy lead capture flowing into your CRM
- •Public funding form
- •Subsidy lead capture
- •Flows into CRM
Recurring routine tasks for staff with daily logs
- •Recurring staff tasks
- •Daily completion logs
- •Admin oversight
Reusable document & email templates for the whole firm
- •Document templates
- •Email templates
- •Firm-wide reuse
Admin, employee, client & partner roles — everyone sees only their work
- •Admin/employee/client roles
- •Module-wise permissions
- •Partner portal
Daily full-database backup delivered to your email
- •Daily full-DB backup
- •Delivered to your email
- •One-click restore data
Your firm's logo & name on every report and PDF (Enterprise)
- •Your logo everywhere
- •Firm name on PDFs
- •Enterprise exclusive
Frequently Asked Questions
Who is BookMyCA 360 for?
CA, CS and CMA firms, Advocates & law firms — and equally any business, startup or MSME that needs CRM, invoicing, attendance, projections and team management in one place.
What do I get in the free trial?
All Professional plan features for 7 days, no card required. Pick any plan after the trial — your data stays exactly as it is.
How secure is my data?
Every organisation's data is fully isolated. Sensitive documents are encrypted, backups run daily, and you can export your data anytime.
Can I change my plan later?
Yes — upgrade or downgrade anytime. Pro-rata adjustment is applied to your yearly billing.
How do payments work?
UPI, cards, netbanking — all supported. A GST invoice accompanies every payment.
What support will I get?
Email support on all plans, WhatsApp on Professional, phone + free training on Enterprise. We run a practice ourselves — we understand your problems.