The only CRM built for Indian Tax Professionals.
Kagajbook brings your clients, GST filings, income tax returns, invoices, compliance calendar and documents into one always-online workspace — plus a mobile portal your clients can use themselves. Trusted by CAs and tax consultants across India.
Automate filing status tracking, deadline reminders and invoice delivery — free your team for higher-value advisory work.
Auto-populated GST, ITR, TDS & MCA calendars with WhatsApp reminders sent to you and your client before every due date.
Manage GST, Income Tax, Loan, Insurance & Property clients from one dashboard — no more juggling spreadsheets and Excel files.
A dedicated mobile portal in English, Hindi, Gujarati and Marathi — clients view documents, pay invoices and check filing status without calling you.
Practice Management CRM built for Indian Tax Professionals.
A single dashboard for your clients, GST returns, income tax filings, invoices, deadlines and documents — with a mobile portal so clients can see everything themselves.
Professional Panel · Practice Management CRM
Everything you need. One CRM.
Live snapshot of clients, active desks (GST / IT / Loan / Insurance), pending payments and required actions — the moment you sign in.
A searchable ledger of all your clients with GSTIN, PAN, mobile, KYC docs and desk assignments. Bulk import, tags and quick filters built-in.
Track GSTR-1 & GSTR-3B filing status per client, per month, for the last 3 years — right inside the client list. Registration-only accounts hide filing panes automatically.
ITR filing status for the last 3 assessment years, refund tracking and quick portal launch buttons for the e-Filing site.
GST-compliant invoicing with your logo, GSTIN and firm details. Print, export to PDF or send straight to the client’s WhatsApp — as a real PDF attachment.
Auto-populated GST, ITR, TDS and MCA due dates with client-level tracking. Get bell notifications before every deadline.
Store, tag and share client documents securely. Version history, download logs and one-click share links to your clients.
Send invoices as PDF, deadline reminders and OTPs directly from our official Kagajbook WhatsApp number. Zero setup on your end.
₹1,500 · Due 20 Sep
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