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Productivity January 4, 2026

Choosing the Best Software for CA Practice Management

By Zaid INAMDAR
Choosing the Best Software for CA Practice Management

A CA firm is like a complex machine with many moving parts. Without the **best software for ca** practice management, things can fall through the cracks.

### Key Features to Look For

1. **Task Tracking**: Kanban boards or lists to track ITR/GST deadlines.

2. **Client Portal**: A secure place for clients to upload documents.

3. **Billing & Invoicing**: Automated billing for your services.

### Top Recommendations

- **Jamku**: Designed specifically for Indian CAs. Extremely detailed task management.

- **Cordl**: A newer entrant with a focus on ease of use and modern UI.

- **Simplify Practice**: Offers a good balance of features and cost.

### Implementation

Transitioning to new software can be hard. Start by moving one department (e.g., GST) first, then roll it out to the rest of the firm.

**Final Thoughts**

The *best tools for ca* are the ones that your team actually uses. Involve your articles and partners in the decision-making process to ensure successful adoption.