Beetroot CRM logoBeetroot CRMCA Practice Management Portal
For CA practice teams

Beetroot CRM

Practice Management Portal for CA firms to manage clients, statutory work, billing, team ownership, and FY-wise reporting from one secure desk.

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Client masterPO & billingGST returnsTDS / TCSITR filingTeam tasks
2,418
Clients
94%
Compliance
128
Open Tasks
Beetroot CRMCA practice desk

Beetroot CRM

Sign in to manage CA practice operations.

Client & PO Control

Maintain client records, approved services, FY-wise periods, and PO value in one place.

Compliance Calendar

Track GST, TDS/TCS, ITR, annual returns, and recurring monthly work without scattered sheets.

Task Assignment

Assign work to active team members, follow status, and keep client deliverables visible.

Practice Reports

Review client-wise services, pending work, billing flow, and management summaries quickly.

Automation built for CA practice

Smart operations, not just data entry.

Beetroot CRM is designed around the way CA offices actually work: PO approval, recurring compliance, employee assignment, client reminders, attendance control, Tally follow-up, and payment review.

FY-wise
Service tracking
Role based
Team access
Audit ready
Practice records

AI Task Suggestions

AI assistant
Live

Generate service-wise task ideas from client data, compliance rules, and recurring practice patterns.

GUI preview
Suggested task rules
Smart subtasks
Monthly/yearly planning

PO Dependent Tasks

PO to work
Live

Create task suggestions from approved PO services, subservices, FY dates, and frequency.

GUI preview
Approved PO trigger
Service period mapping
Employee assignment

WhatsApp Automation

Client reminders
Live

Use WhatsApp flows for reminders, OTP reset support, follow-ups, and client communication.

GUI preview
Reminder templates
WhatsApp account routing
Follow-up trail

Attendance + Location

HR control
Live

Track employee attendance, leave, approvals, and location-wise punch validation in HR workflows.

GUI preview
Geo punch links
Leave approvals
Attendance reports

Task to Tally Entry

Tally bridge
Live

Move completed work toward Tally entry/review queues so operational tasks connect with accounting action.

GUI preview
Task completion signal
Tally desk visibility
Entry follow-up

PO to Payment Automation

Billing flow
Live

Connect PO approval, client-wise service value, payment tracking, and billing reports for faster review.

GUI preview
PO value tracking
Payment reports
Client-wise billing
Practice workflow

From client onboarding to payment review.

The CRM should feel like the office operating system for a CA firm: every approved service becomes visible work, every task has ownership, and every PO connects back to billing visibility.

Designed for CA office workflows
FY-wise service periods
Active employee assignment
Client-wise compliance visibility
1

Onboard client

Capture legal name, trade name, group, reference, contacts, and statutory identifiers.

2

Approve PO

Map services, subservices, financial-year dates, frequency, amount, and approval status.

3

Plan work

Convert approved services into monthly, yearly, and event-based compliance work.

4

Assign team

Route tasks to active employees and keep responsibility clear after team changes.

5

Review reports

Monitor billing, client services, compliance readiness, and management summaries.

Book a live demo

Pick a slot from the CRM demo calendar.

Choose an open time, share your details, and the CRM will create the demo lead plus Microsoft 365 calendar meeting automatically.

Client Master Review

Search clients by service, group, reference, status, and active compliance scope.

PO Approval Flow

Review service rows, dates, frequency, quote values, and approval status before work starts.

Task Control Desk

See assigned, pending, and completed work with employee ownership visible to admins.

CA Practice Dashboard

Track operational health through client, compliance, task, and payment indicators.

Schedule CRM demo

30 minute slots, Asia/Kolkata

Available times
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Client master
Live view
PO to task
Workflow
FAQ

Practical answers for CA teams

What is Beetroot CRM?
Beetroot CRM is a CA Practice Management Portal for client records, PO approvals, compliance work, task ownership, attendance, reports, and payment review.
Can it create AI task suggestions?
Yes. The CRM can use service rules, client context, frequency, and prior practice patterns to suggest task titles, subtasks, and work queues for the team.
How do PO dependent task suggestions work?
Approved PO rows can drive task suggestions by service, subservice, FY period, frequency, quantity, and assigned owner, so work starts from approved commercial scope.
Does it support WhatsApp automation?
Yes. WhatsApp workflows can support reminders, follow-ups, OTP reset communication, account routing, and client/team communication history.
Does attendance support location-wise control?
The HR module supports attendance, leave approvals, reports, and location-aware punch workflows where office policy needs location validation.
Can tasks connect with Tally and payments?
The workflow is designed to connect completed operational tasks with Tally entry follow-up, PO value, payment reports, and client-wise billing review.