Question 1

What is CAPortal?

Accepted Answer

CAPortal is a practice management platform built for Indian Chartered Accountants. It replaces WhatsApp-based workflows with a professional client portal for document collection, ITR and GST deadline tracking, filing status, and UPI fee invoicing.

Question 2

How much does CAPortal cost?

Accepted Answer

CAPortal offers three plans: Starter at ₹799/month (up to 30 clients), Pro at ₹1,799/month (up to 100 clients), and Firm at ₹3,499/month (unlimited clients). All plans include a 14-day free trial with no credit card required.

Question 3

Do my clients need to install an app?

Accepted Answer

No. Each client gets a private link. They open it in their phone browser, upload documents, check filing status, and pay fees — no app download or login needed.

Question 4

Is CAPortal suitable for GST filing?

Accepted Answer

Yes. CAPortal tracks all GST deadlines (GSTR-1, GSTR-3B, annual return) alongside ITR and TDS deadlines. The document checklist for GST clients is pre-configured with GST returns, invoices, and balance sheets.