The Ultimate Accounting Platform for Chartered Accountants

Effortlessly manage all your clients, streamline compliance, and collaborate with your team from a single, secure cloud platform. Built to empower your practice.

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The Professional’s Choice: Why Firms Trust OurERP

Our platform is meticulously designed to meet the unique demands of CAs, helping you enhance efficiency, improve client service, and grow your firm.

Multi-Client Dashboard

Manage all your clients’ books from a single, intuitive dashboard. Switch between clients instantly without logging in and out.

Streamlined Compliance

Simplify GST, TDS, and ITR filing with powerful tools. Stay ahead of deadlines and ensure 100% compliance for your clients.

Secure Client Collaboration

Provide clients with a secure portal to upload documents and view reports, reducing email clutter and enhancing data security.

Advanced Audit Tools

Utilize built-in audit trails, variance reports, and data analysis features to conduct thorough and efficient audits.

Integrated Practice Management

Manage your firm’s workflow, assign tasks to your team, track time, and monitor job status to improve productivity.

Role-Based Access Control

Maintain control over your data by assigning specific roles and permissions to your staff and clients.

Features Designed for Practice Growth

A comprehensive suite of tools built to automate manual work, enhance accuracy, and provide valuable insights for you and your clients.

Centralized Client Management

A unified dashboard to access and manage accounting, compliance, and data for every client in your portfolio.

GST & TDS Compliance Suite

Prepare and file GSTR-1, GSTR-3B, GSTR-9, and all TDS returns directly from the platform, with reconciliation tools.

Complete Audit Trail

Track every transaction and change with a detailed, uneditable audit log, ensuring data integrity for audits.

Bulk Data Import/Export

Easily migrate client data from Tally and other software using our smart import tools. Export reports in various formats.

Finalization & Reporting

Generate final accounts, including Balance Sheets, P&L statements, and cash flow reports tailored for statutory requirements.

Task & Workflow Automation

Create templates for recurring tasks like monthly GST filing, assign them to your team, and track progress automatically.

Transform Your Practice in 3 Simple Steps

1

Set Up Your Firm’s Workspace

Create your firm’s master account on our secure cloud platform. No installation needed. Add your team members.

2

Onboard Your Clients Seamlessly

Easily add your clients and import their existing accounting data from other software in just a few clicks.

3

Automate, Collaborate & Grow

Start managing bookkeeping, compliance, and audits efficiently. Collaborate with your team and clients in real-time.

Multi-client dashboard of OurERP CA accounting software

The All-in-One Platform for Accounting Professionals

From client bookkeeping to final audits, our platform integrates every aspect of your firm’s operations.

Client accounting ledger in OurERP

End-to-End Client Accounting

Manage day-to-day bookkeeping for all your clients with a robust and intuitive accounting module.

  • Full-fledged general ledger with customizable chart of accounts.
  • Automated bank reconciliation with live bank feeds.
  • Accounts receivable, accounts payable, and inventory management.
GST compliance dashboard for CAs

Integrated Compliance Hub

Handle all statutory compliance activities from one place, ensuring accuracy and timeliness across all clients.

  • GST filing with GSTR-2A/2B reconciliation and validation checks.
  • Automated TDS calculation, challan payments, and return filing.
  • Tools to prepare data for Income Tax and MCA/ROC filings.
Audit tools and finalization screen

Powerful Audit & Finalization Tools

Conduct audits more efficiently and finalize accounts with tools built specifically for chartered accountants.

  • Complete audit trail to track all user activities and changes.
  • Generate financial statements like Balance Sheet and P&L instantly.
  • Tools for creating audit programs and documenting observations.
Practice management dashboard for an accounting firm

Streamlined Practice Management

Manage your firm’s resources, tasks, and client communication to maximize efficiency and profitability.

  • Assign tasks and track deadlines for all compliance activities.
  • Track time spent by your team on different clients and jobs.
  • Securely communicate and share documents with clients.

“OurERP has revolutionized our practice. Managing over 100 clients is now simpler and more organized than ever. The multi-client dashboard and integrated compliance tools save our team at least 10 hours a week per person. It’s a must-have for any modern CA firm.”

Anand Gupta, FCA
Partner, Gupta & Associates

The Future-Ready Firm Runs on Cloud

CapabilityTraditional Desktop SoftwareOurERP for CAs
Centralized Multi-Client Access
Real-Time Team Collaboration
Secure Client Data Portal
Automated Data Backup & Security
Integrated Practice Management
Work from Anywhere Flexibility
No Version Control Issues
Regular Compliance Updates
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Comprehensive Statutory Compliance

Our platform is always updated with the latest regulations, ensuring your clients’ compliance with GST, TDS, and MCA requirements.

  • GST Reconciliation & Filing: Match GSTR-2A/2B with purchase data, identify mismatches, and file all GST returns accurately.
  • End-to-End TDS Management: Manage TDS payments and file quarterly returns like 24Q, 26Q, and 27Q effortlessly for all your clients.
  • ROC & MCA Compliance: Prepare and manage documentation for various ROC filings to keep your clients compliant.

Efficient Practice & Client Management

Streamline your firm’s internal processes and improve client interactions with our integrated management tools.

  • Secure Document Management: A centralized, secure repository for all client documents, accessible anytime, anywhere.
  • Task Allocation & Tracking: Create, assign, and monitor tasks for your team to ensure deadlines are met and quality is maintained.
  • Client Communication Log: Keep a record of all important communication with your clients in one place for easy reference.

Plans Built for Accounting Professionals

Choose a plan that matches your firm’s size and ambition. Scale effortlessly as your client base grows.

Solo Practitioner

Perfect for individual CAs and tax professionals managing a growing portfolio of clients.
  • Up to 25 Clients
  • 2 Staff Logins
  • Full Accounting & Compliance
  • Client Portal
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Enterprise Firm

A complete solution for large firms with multiple branches needing advanced customization and support.
  • Unlimited Clients
  • Unlimited Staff Logins
  • All Firm Features
  • White-Label Options & API
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