Help
Short guides to the first weeks with CA ClientOps, in the order most firms need them.
- Sign up and set up your firmStart the free trial, then let the guided setup bring in your team, clients and checklists.
- Import your clients from a spreadsheetBring up to 500 clients in at a time from a CSV file, with a preview before anything is saved.
- Choose what you collectSet the documents each service asks for, once, and every period's checklist follows.
- Send reminders from your firm's WhatsAppThe app writes each message in the client's language. A person sends it from your firm's phone.
- Review and approve a checklistWhen every required document is in, the checklist is ready for review. A partner or manager approves it.
- Invite your teamAdd partners, managers and staff, and make sure partners use two-factor sign-in.
- Export your dataTake everything your firm keeps in CA ClientOps, files included, in one zip.
- Choose a plan and payPick a plan before the trial ends, pay through Razorpay, and find your GST invoices.
Try it on next month's GST.
14 days free on the Growth plan's limits. A guided setup brings in your team, clients and checklists, and nothing goes to a client until you switch reminders on.