Client portal for CA firms
A client portal that wears your firm’s name — not ours.
FirmsNest gives your practice a white-label client portal at your own subdomain, in your colours, with your registration number — where clients scope work, pay, share documents, review drafts and track every filing, from intake to archive.
Your brand, your subdomain No transaction cut Data kept in India
Your brand, end to end
Clients experience your practice, not a generic tool.
A client portal is the face your firm shows between meetings. With FirmsNest it carries your name and colours, lives at your own address, and stays within the Code of Ethics by default.
Your colours, your name
The portal carries your firm’s name, logo, colours and registration number. Clients experience your practice — there is no FirmsNest badge in front of them.
Your own subdomain
Your portal lives at your own subdomain, with a custom domain available on the Enterprise plan — a professional address you can put on a letterhead and a card.
Compliant by construction
The ICAI guardrails are built in: no comparative or superlative claims, no client names or logos, no rate cards, no solicitation. Your FRN and the ICAI disclaimer ride on your documents.
One thread, intake to archive
Every engagement runs on the same clear path.
The client always sees their step; you always see your queue. No more hunting for the latest version across WhatsApp, email and Drive.
Scope
A guided scoping form tells you exactly what an engagement needs — instead of piecing it together from WhatsApp messages.
Quote
Send a clear quote and an ICAI-compliant engagement letter carrying your FRN. The client approves in a tap.
Pay
The client pays on your own Razorpay, or by UPI via a QR from your own UPI ID. You keep every rupee — FirmsNest takes no cut and never holds the money.
Documents
Aadhaar, books and supporting papers move through an encrypted vault, not chat forwards. Working-paper visibility stays under your control.
Draft review
Share the computed return for the client to review and approve, with an audit trail of who signed off and when.
File & archive
You file in your existing software; the client always sees where the return stands, and every engagement is retained for seven years.
You still compute the return wherever you do today — Winman, Computax, KDK, the IT/GST portal. FirmsNest owns the part your client touches.
What the portal does
The whole client experience, in one place.
Secure document vault
Encrypted storage with working-paper visibility flags and India-resident data — built for financial records, not file links over chat.
Razorpay & UPI payments
Clients pay you directly, on your own Razorpay or by UPI from your own UPI ID. No transaction cut, no aggregator, no client money ever held by us.
Draft review & approval
Share drafts, capture client approvals, and keep an immutable audit trail of every sign-off across the engagement.
Filing & refund tracking
A single status the client can follow — from filed to refunded — across all six service lines.
Reminders across channels
Email reminders out of the box; SMS, WhatsApp and Web Push are available once your firm connects its channel, so you stop chasing clients by phone.
Data kept in India
Hosted in an India region under the DPDP Act 2023 — Aadhaar stored as last-4 only, bank-account details not collected, audit logs free of personal data.
Six service lines, one portal
Trust is built in
A portal you can hand to a client without a second thought.
Tenant isolation is enforced in the database itself — one firm can never read another firm’s records — and verified by an automated test that must pass before any release ships.
How FirmsNest handles your data- Your firm, your subdomain, your colours — clients never see ours
- Your own Razorpay or UPI; no cut, no client money held by us
- India data residency under the DPDP Act 2023
- Encrypted document vault with working-paper visibility flags
- An immutable audit trail behind every approval
Questions
What firms ask about the client portal.
What is a white-label client portal for a CA firm?
It is a client-facing workspace that runs under your firm’s own brand — your name, colours, registration number and subdomain — rather than a generic tool. Clients scope work, pay, share documents, approve drafts and track filings in one place that looks and feels like your practice.
Does the portal show the FirmsNest brand to my clients?
No. The portal is white-label: your clients see your firm’s name, logo and colours at your own subdomain. FirmsNest is the platform you run on, not a badge placed in front of your clients.
Is the client portal a tax-computation or e-filing tool?
No. You keep computing and filing returns in your existing software — Winman, Computax, KDK, or the income-tax and GST portals. FirmsNest owns the part your client touches: scoping, payment, documents, approvals and status.
Can clients pay through the portal, and do you take a cut?
Yes, and no cut. Clients pay through your own Razorpay account or by UPI from your own UPI ID — firm to client, directly. FirmsNest is a subscription you pay us; it is never a layer on your fees, and we never hold client money.
Where is my clients’ data stored?
In India, on India-region infrastructure, under the DPDP Act 2023. Aadhaar is stored as last-4 only, bank-account details are not collected, audit logs carry no personal-data strings, and documents are retained for seven years.
See your firm’s portal, in your colours.
Book a demo and we’ll show you a branded client portal running end to end — scoping to archive — with your name on the front.