STRAIGHT ANSWERS
What is the best CA portal software for managing client books?
The best CA portal puts every client's live books behind one login, with role control for your staff and the accountant's tools — journals, ledgers, GST workings — first-class, not bolted on. Kailora's CA Partner plan does exactly that at ₹1,999 per firm user per month, with unlimited client entities and clients never charged for your access.
What actually decides it
- One login, every client. Switching clients should not mean logging out.
- Role control per staff member. An article sees the clients they work on, nothing else.
- Live books, not email attachments. You and the client read the same ledger at the same moment.
- Exception-first workflows. A cross-client queue of what needs attention beats opening twenty dashboards.
- Accountant's instruments. Journal vouchers, contra entries, revaluations — with narration.
How Kailora measures up
Kailora's CA portal shows your whole portfolio with health scores, a Client 360 view, and a cross-client exception queue; every action lands in the audit log; and because clients scan bills and reconcile banks through the month, filing season starts from reconciled books instead of a shoebox.
Related questions
How is Kailora's CA portal priced?
Per firm user — ₹1,999 per user per month with a five-user minimum. Client entities are unlimited and clients are not charged.
Can my article assistants get limited access?
Yes — roles are per user and entity access is assignable per client.
See it in the product
CA Portal
A portal for chartered accountants: every client entity in one place, with journals, reports, GST workings and document trails your audit team can rely on.
Reports
Trial balance, P&L, balance sheet, cash flow and ageing that always agree with your books, exportable and shareable with your CA.
Tax Center
GSTR-1 and 3B workings, e-invoice and e-way bill status, TDS/TCS tracking with section-wise summaries
Give your books the week off.
Start free — no card, no lock-in. Your data stays exportable, always.