Built for Chartered Accountants who value clarity.
CA Practice Workspace started from a simple frustration: additional client work — the ad-hoc registrations, advisory, and filings beyond the annual engagement — was being tracked in scattered Excel sheets and WhatsApp threads. Nobody could answer, at a glance, what had been requested, what was done, and what was still unbilled.
What we believe.
One workflow, done well
We cover Client → Service Request → Completion → Billing end to end, and deliberately leave out invoicing, payments, and document management. Focus beats feature sprawl.
Excel-comfortable
CAs live in spreadsheets. The interface is dense, keyboard-friendly, and calm — no noisy dashboards, no gamified charts.
Firm-isolated by default
Multi-tenancy is enforced server-side on every request. Your firm's data is never visible to another, and IDs aren't enumerable across firms.
Clarity over dashboards
The product answers four concrete questions a partner should never have to hunt for. If a screen doesn't help answer one, it doesn't belong.
Have a question, or run a multi-partner firm?
We’d love to hear from you. Reach out at hello@capractice.com.