Scale Your Firm Without Adding Admin Overhead
As your client base grows and you bring on associates, manual processes break down. CAGos gives your firm the structure to manage a growing team, standardize workflows, and maintain quality client service at scale.
2–20
Team size supported
60%
Less admin time per CA
87%
On-time task delivery
3×
Revenue growth in year 1
The infrastructure your firm needs to scale
Structure, visibility, and quality control — the three things every CA firm needs as it grows from a one-person practice to a team.
Team Task Assignment
Assign clients and tasks to specific CAs or article clerks. See each team member's workload at a glance and rebalance in seconds — no WhatsApp coordination needed.
Visual Workload Dashboard
A firm-wide view of capacity utilization per team member. Spot bottlenecks before deadlines are missed and make informed decisions about hiring and allocation.
Maker-Checker Approvals
Built-in approval loops ensure senior CAs review and sign off on work before it reaches the client. Raise the quality floor across your entire team — automatically.
Standardized SOPs & Checklists
Create reusable task templates for GST filing, ITR, ROC returns, and audit. Every associate follows the same process — reducing errors and onboarding time for new staff.
Firm-wide Revenue Analytics
Track billing, collections, and outstanding amounts across all CAs and service types. Identify top clients and underperforming services in your monthly partner review.
Escalation & Alert Engine
Tasks approaching SLA breach auto-alert the team lead. Overdue items escalate to partners with a daily digest. Nothing falls through the cracks as the team grows.
From chaotic growth to structured scale
Onboard your team and clients
Add team members with roles and permissions. Import your client roster. CAGos builds the compliance calendar and assigns tasks based on existing CA-client relationships.
Standardize how work gets done
Create SOP checklists for your most common service types. Set SLA targets and approval chains. Your entire team now follows the same high-quality process.
Monitor, report, and grow
Track team performance, firm revenue, and compliance health from the partner dashboard. Make data-driven decisions about clients, services, and hiring.
Questions from growing CA firms
How does CAGos handle different roles in the firm?
Can I track billable hours per team member?
How does the maker-checker approval work?
Can we use CAGos across multiple office locations?
What's the typical onboarding timeline for a 10-person firm?