Command Center
Practice Pulse, upcoming deadlines, documents, and reminders in one morning view.
Shaarwin CA
Practice management for CA firms
Clients, compliance, documents, WhatsApp reminders, firm invoicing, and team permissions — in one workspace built for how Indian CAs work.
ca.shaarwin.co
Practice pulse
38%
₹3.5k
0
DSC
Up next
WhatsApp
Documents
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The shift
The old way vs. the Shaarwin way
Four common firm headaches — and how Shaarwin CA handles each one.
The old way
The Shaarwin way
Spreadsheets and memory for compliance deadlines
Auto-generated compliance tasks with deadline tracking
Spreadsheets and memory for compliance deadlines
Auto-generated compliance tasks with deadline tracking
Chasing clients on phone and email for documents
WhatsApp reminders and a central document inbox
Chasing clients on phone and email for documents
WhatsApp reminders and a central document inbox
Generic ERP that doesn't understand GST workflows
Built India-first for statutory filings and CA workflows
Generic ERP that doesn't understand GST workflows
Built India-first for statutory filings and CA workflows
Four tools that don't talk to each other
One focused product — clients, tasks, compliance, documents
Four tools that don't talk to each other
One focused product — clients, tasks, compliance, documents
What’s included
Everything your firm needs day to day
Plain language for the tools you will actually use — nothing padded, nothing promised that isn’t live.
Client Hub
Overview, Vault, tasks, and billing for each client — plus CSV import to onboard faster.
Compliance Hub
Period grid, auto-generated tasks from services, exports, and bulk WhatsApp nudges.
Tasks
Statuses, assignees, due dates, subtasks, comments, and billing status on each task.
Documents
Incoming inbox, link to tasks, and Document Organizer to sort files by type.
Templates, scheduled nudges, bulk reminders, and invoice / DSC renewal alerts.
Firm billing
Drafts from completed work, branded PDFs, send by email or WhatsApp, track paid.
Team & roles
Invite staff, manage invitations, and set permissions for clients, tasks, and billing.
Inside the product
See how the pieces fit together
Deeper look at each area — the same workflows your team will open every day.
Command Center & Practice Pulse
Open the day with one screen: what is overdue, what is due next, which invoices need attention, and which documents arrived.
- Practice Pulse — compliance progress, drafts, outstanding fees, DSC renewals
- Up next — overdue filings and the next statutory deadline
- Incoming documents ready to link to a task
- WhatsApp reminder broadcast when documents are still pending
ca.shaarwin.co
Practice pulse
38%
₹3.5k
0
DSC
Up next
WhatsApp
Documents
Client Hub & Vault
Each client has a dedicated page — not a cramped popup. Keep contacts, credentials, work, and invoices together.
- Overview with GSTIN, contacts, services, and DSC expiry
- Vault for GST / income-tax credentials and DSC details
- Client-scoped tasks and billing in the same place
- CSV import with preview and duplicate handling
ca.shaarwin.co
Tasks
Invoices
Drafts
Compliance
Overview
Vault
Tasks
Billing
GSTIN
DSC expiry
Compliance Hub & Service Master
Define your services once (GSTR-1, GSTR-3B, TDS, and more), then generate and track work by period.
- Service Master — frequency, deadline days, categories, fees
- Period grid: client × service with status filters
- Auto-generate compliance tasks for the period
- CSV export and bulk WhatsApp nudges (one message per client)
ca.shaarwin.co
Jan
Feb
Mar
Tasks & workflow settings
Run day-to-day work with clear ownership. Customize statuses and priorities to match how your firm operates.
- Task list with filters, grouping, and billing badges
- Detail drawer — assignee, due date, effort, comments, attachments
- Subtasks, documents-received flag, and ARN entry
- Firm task settings — custom statuses and priorities
ca.shaarwin.co
To Do
In Progress
Done
Documents & organizer
Collect files from WhatsApp or upload, then sort and link them so nothing sits unlinked in the inbox.
- Incoming Documents inbox with search and preview
- One-click link to a task (marks docs received, pauses nudges)
- Document Organizer — scan and categorize sales, purchase, bank, and more
- Rescan, preview, and keep files tied to the right work
ca.shaarwin.co
Sales
Purchase
Bank
WhatsApp & reminders
Reach clients where they already reply. Set up templates, schedule document nudges, and send bulk reminders when needed.
- Meta or generic WhatsApp provider setup with test send
- Reminder templates and document-nudge schedules
- Manual and bulk nudges from Compliance Hub and Command Center
- Invoice payment and DSC renewal alerts on schedule
ca.shaarwin.co
Firm invoicing
Bill from completed work — not a separate accounting product. Review drafts, send branded PDFs, and track what is still unpaid.
- Auto-draft invoice when a billable task is completed
- Drafts, invoices, and exceptions tabs
- Firm logo, GSTIN, and bank details on PDF invoices
- Send by email and/or WhatsApp; mark paid when collected
ca.shaarwin.co
Drafts
All invoices
Exceptions
Draft
Draft
Draft
PDF preview
Team, roles & access
Invite your team and control who can see or change clients, tasks, billing, and settings.
- Secure invite links — pending, expired, and inactive handling
- Roles with create / read / update / delete by module
- Billing and team permissions for growing firms
- Firm-scoped data — each firm’s records stay isolated
ca.shaarwin.co
Also covered
Small details that matter
Supporting workflows that keep the firm running without extra tools.
Service Master
GST, IT, ROC, audit, and accounting services with frequencies and deadline days.
Task settings
Custom statuses and priorities — reorder or restore firm defaults anytime.
DSC renewals
Expiry on the client Vault and WhatsApp alerts as renewals approach.
Firm isolation
Each firm’s data stays scoped to that firm, with permission-gated actions.
Be first to try Shaarwin CA
Join the waitlist for early access. We’ll reach out when your firm can start — no spam, just a clear next step.