CAPortal

Free trial Web

Plans

Plan	Billed and limits	Price
Pro	₹1,799 /month · up to 100 clients · Everything in Starter · Draft return approval flow · Fee invoicing + UPI payments · Practice analytics dashboard · Priority support	₹1,799 a month
Firm	₹3,499 /month · unlimited clients · Everything in Pro · Multi-CA staff accounts · Custom branding & white-label · API access · Dedicated account manager	₹3,499 a month
Starter	₹799 /month · up to 30 clients · Document portal · WhatsApp reminders · Filing status tracker · ITR/GST deadline calendar · Email support	₹799 a month

As caportal.co lists them, read 14 Nov 2026. The maker's own page has the final word.

Acknowledgment records: The acknowledgment tracker stores ITR-V acknowledgment numbers, GST ARNs, and TDS references per client. · caportal.co, 14 Nov 2026
Balance sheet: The balance sheet builder auto-tallies and can export a T-account-format PDF. · caportal.co, 14 Nov 2026
Billing and payments: The portal supports fee invoices and client payments via UPI or card. · caportal.co, 14 Nov 2026
Client document collection: Clients can upload requested records through a private portal link without an app or login. · caportal.co, 14 Nov 2026
Deadlines: The deadline calendar covers ITR, GST, TDS, and Advance Tax dates, with alerts seven days before deadlines. · caportal.co, 14 Nov 2026
Filing workflow: The product provides a seven-stage filing pipeline from waiting for documents through acknowledgment receipt. · caportal.co, 14 Nov 2026
Purpose: CAPortal is practice-management software for Indian Chartered Accountants. · caportal.co, 14 Nov 2026
Reminders: Users can prepare client WhatsApp reminders with missing-document details and a portal link. · caportal.co, 14 Nov 2026
Target users: CAPortal says it is built exclusively for Indian CAs. · caportal.co, 14 Nov 2026
Tax computation: The tax computation sheet covers FY 2025-26, both tax regimes, income heads, deductions, and an advance-tax schedule. · caportal.co, 14 Nov 2026
Trial: The product offers a 14-day free trial without requiring a credit card. · caportal.co, 14 Nov 2026