CA PRO Toolkit

Compliance task management and AI-assisted audit workflow for Chartered Accountants.

CA PRO Toolkit is a professional workflow and compliance platform built specifically for Chartered Accountants (CAs), audit firms, and finance teams in India. FEATURE HIGHLIGHTS • Unified Firm Workspace — Manage daily firm operations from one centralized workspace with tasks, compliance calendars, filing dashboards, review queues, workload summaries, reminders, client follow-ups, and firm activity. • GSTR Downloader — Download GST return and ledger files directly from the user's own signed-in GST portal session. Select the required filing periods and documents, check filing status, confirm that each requested file has actually arrived, and safely stop if the GST portal session expires. The downloader supports monthly and annual GST return downloads as well as Electronic Cash Ledger and Electronic Credit Ledger downloads over a selected date range. • GST Reconciliation — Reconcile Purchase Register data against GST return data invoice by invoice. Review matched, missing, and mismatched records through structured and explainable workflows. • GST Control Checks — Compare purchase, return, and electronic ledger information to identify differences and support period-level compliance review. • GST Review & Resolution — Review reconciliation items, make controlled decisions, perform appropriate bulk actions, manage supplier follow-ups, maintain review activity, lock completed reviews, and export results. • TDS Health Review — Review TDS deduction records, challans, statement status, PAN evidence, and related documentation to identify missing information and compliance issues. • TDS Source-Linked Findings — Keep findings connected to their underlying source records so reviewers can trace an issue back to the relevant deduction or document. • TDS Action Planning — Convert identified TDS issues into actionable work, preview proposed actions before committing them, assign responsibility, and maintain review history. • Notices & Case Management — Manage tax notices and cases from intake through completion. Maintain case details, chronology, important dates, supporting documents, references, analyses, response drafts, review decisions, and submission records. • Notice Document Processing — Extract proposed dates, amounts, sections, and other information from notice documents while keeping extracted information subject to human confirmation. • Case Review & Response Workflow — Move cases through analysis, response drafting, review, finalization, and submission recording. Response drafts cannot bypass the required human review process. • Audit Engagements — Manage audit and assurance engagements from planning through completion with structured workflows for findings, procedures, evidence, review, and completion. • Working Papers — Organize audit working papers, evidence, findings, procedures, and engagement documentation to support structured audit execution and internal review. • AI-Assisted Audit Review — Initiate an audit review using text provided by the user, uploaded documents, or supported browser content. Generate structured audit-review assistance including matters requiring attention, audit procedures, applicable auditing standards, assertions, accounting and reporting guidance, sampling considerations, fraud or bias indicators, escalation considerations, missing information, and working-paper status. • User-Initiated AI Processing — AI review begins only when the user explicitly initiates the review. The extension does not continuously monitor websites or automatically inspect content. • Audit Review History — Store completed audit reviews so users can revisit previous analyses, review supporting information, and compare earlier work. • Auditing Standard Lookup — Access relevant auditing-standard information alongside audit-review findings to support professional review. • Compliance Calendar & Reminders — Manage statutory deadlines and recurring compliance activities across GST, TDS, MCA, Income Tax, and related work. Create reminders, receive browser notifications, and enable transactional reminder emails for important compliance activities. • Task & Workflow Management — Create, assign, organize, and monitor tasks with due dates, document readiness, review status, assignees, priorities, and progress. Administrators can manage workflows while team members execute assigned work. • Daily Work Planner — Organize daily priorities, pending compliance activities, client follow-ups, audit work, review tasks, and other important work in one place. • Tax Work Tracker — Track tax, audit, ROC, and related assignments using client-wise progress and workflow status. • Client Follow-Ups — Track pending client requirements, document requests, outstanding information, and follow-up activities so important client actions do not get lost. • Document & Evidence Organization — Keep relevant documents, supporting information, and workflow records organized around the work they belong to. • Review Queues & Workload Management — Help firm administrators monitor pending work, review requirements, assigned tasks, and team workload so work can be distributed and managed efficiently. • Firm Collaboration — Multiple authorized users can work within the same firm workspace, share synchronized workflow records, and collaborate across supported devices. • Role-Based Access — Support controlled firm access through Firm Administrators, Super Administrators, and team members. • Cross-Device Workspace — The Chrome extension and Windows desktop application work with the same account, firm, and authorized workflow records, allowing teams to continue their work across supported devices. • Secure Passwordless Authentication — Sign in using OTP or Google Sign-In without requiring users to store passwords in the extension. BUILT FOR CA PRACTICE CA PRO Toolkit is purpose-built around the workflows that Chartered Accountants and professional firms handle every day. It brings compliance work, GST data processing, TDS review, tax notices, audit engagements, working papers, client follow-ups, task management, and firm collaboration into one professional workspace. WHY CA PRO TOOLKIT CA professionals routinely work across government portals, financial systems, spreadsheets, documents, and multiple applications. CA PRO Toolkit brings related CA workflows together while allowing users to continue using the external systems they already rely on. The Chrome extension provides convenient access while working in the browser, while the Windows desktop application provides an additional workspace for supported CA workflows. PRIVACY & USER CONTROL AI-assisted reviews and document analysis are performed only after explicit user initiation. The extension does not automatically read emails, continuously inspect private website content, or monitor browsing activity. Sensitive actions require user confirmation where applicable. Extracted dates, amounts, classifications, and other information remain proposed until the appropriate human confirmation is completed. AI-generated output is draft assistance and does not replace professional judgment, statutory review, or auditor responsibility. Users remain responsible for reviewing and confirming information before relying on it for professional work. SECURE BACKEND A secure backend is used to authenticate users, manage firms and memberships, enforce role-based permissions, synchronize authorized workflow records, maintain tasks and compliance activities, support audit and tax workflows, and deliver transactional reminder emails when enabled by the user. User-created workflow information may be stored to provide synchronization, collaboration, continuity, and review history. Users retain control over their stored information through available deletion, cleanup, and retention controls. WHAT CA PRO TOOLKIT DOES NOT DO • Does not file tax returns or statutory returns on behalf of the user. • Does not submit information, payments, or e-signatures to government portals automatically. • Does not scrape government websites. • Does not automatically capture website content without user initiation. • Does not automatically read emails. • Does not monitor browsing activity. • Does not make professional, audit, tax, or statutory judgments on behalf of the user. • Does not treat AI-generated suggestions as final professional conclusions. • Does not replace a Chartered Accountant, auditor, reviewer, or other professional adviser. • Does not inject advertisements or unrelated third-party scripts. • Does not function as a general-purpose browsing utility or ad blocker.