AuditFlow ERP — Accounting & CA Practice Management Software

AuditFlow ERP is an open-source, full-stack practice management ERP engineered specifically for Chartered Accountants (CAs), Certified Public Accountants (CPAs), tax consultants, and multi-partner audit firms. Designed to handle complex multi-client compliance pipelines, AuditFlow ERP centralizes tax return filing, statutory audit working papers, task assignment queues, GST-compliant fee billing, and real-time client communications into one secure, unified platform. Key Modules & Clinical Features: - Practice Analytics & Executive Dashboard: 12 live operational KPI cards with Chart.js analytics tracking monthly fee collections, compliance completion rates, active client growth, and team workload distribution. - Client Management CRM (KYC & Master Profile): Multi-category client files (Private Limited, LLP, Partnership, Proprietorship, Individual) with PAN, GSTIN, TAN, and CIN verification, assigned relationship managers, and a 6-tab profile. - GST Return Compliance Pipeline: End-to-end tracking for GSTR-1, GSTR-3B, GSTR-9, and CMP-08 with filing ARN logging, monthly/quarterly recurrence calendars, and automated due-date countdowns. - Income Tax Return (ITR) Management: AY/FY filing workflows covering ITR-1 through ITR-7, document receipt checklists, filing acknowledgement records, and tax refund tracking. - TDS & Withholding Tax Suite: Quarterly Form 24Q, 26Q, 27Q, and 27EQ processing with deduction/deposit reconciliations, Challan entry, and BSR code management. - Audit Management & Working Papers: Audit assignment governance, interactive audit checklists with automatic completion progress calculation, working paper attachment archives, and senior partner sign-off. - Interactive Kanban Task Board: Visual drag-and-drop workflow tracking with status transitions, reviewer approval queues, sub-tasks, comments, and activity audit trails. - Invoicing & Retainer Billing: GST-compliant invoice generation (CGST+SGST / IGST calculation), discount management, payment vouchers, outstanding balance tracking, and downloadable PDF invoices via DomPDF. - Dedicated Client Portal (/portal): Isolated client self-service portal enabling business owners to securely upload requested documents, track statutory filing statuses, review upcoming compliance deadlines, and download invoices. - Role-Based Practice Security (5 Roles): Granular access isolation across Super Admin, CA / Partner, Manager, Accountant / Employee, and Client.