Solutions

Same core. Configured for your practice.

Roles, service catalogue, obligation library, document requirements and lexicon are all tenant-level configuration, not a fork of the product.

Chartered Accountants

The 100+ person CA firm

Statutory compliance at scale is a coverage problem before it is a work problem. Profirm makes ownership of every obligation visible, and closure defensible.

• GST, TDS, ROC and income-tax obligation library
• Heatmap coverage view across the full client base
• ICAI peer-review pack generated for any window
• Audit workbench and working papers per engagement

Company Secretaries

Secretarial practices

Registers, filings, DSC custody and statutory correspondence are the job. All four are first-class objects, not attachments in a folder.

• Inward / outward register with public verification
• DSC inventory, custody chain, usage log and renewal
• ROC filing stages with evidence gates
• Notice intelligence with a ready-to-edit draft reply

CPA · CFA · Advisory

Practices outside India

Turn the India compliance pack off and the core stands on its own: engagements, time, WIP, realisation, roles and an audit trail that reads cleanly to a reviewer.

• Feature modules gated per tenant
• Multi-currency with stored daily FX rates
• Multiple billing entities and number series
• Client portal for engagements, invoices and requests

Management consulting

Consulting firms

Utilisation and realisation are the whole business. Time, capacity and billing sit on one record so the gap between hours worked and hours billed stops being a mystery.

• Live timer, weekly submission, reviewer approval
• Capacity: scheduled vs available hours per person
• Milestone-triggered and retainer billing
• Expense claims billed through to the client

Solo & small practice

The individual CA

Start with the calendar and the invoice book. Turn on the rest as the practice grows into it, the data model does not change underneath you.

• Compliance calendar and monthly client packs
• Invoicing with GSTR-1 and Tally export
• Document requests instead of email chasing
• Same audit trail as the largest tenant

Multi-entity groups

Firms serving group clients

When one client is really eleven entities, the rollup is the deliverable. Groups give you a tree, a consolidated statement and group-level compliance in one view.

• Holdings, families and branch structures
• Group statement of open invoices across members
• Group compliance panel across member entities
• Client activity timeline spanning the whole group

Not sure which shape fits?

Tell us your headcount, service mix and jurisdictions. We'll come back with the module set and the roles we'd configure.