CAPilot
The compliance + billing workspace for India's practising CAs.
Stop chasing GSTR deadlines across three Google calendars, recovering lost billable hours from sticky-note time-sheets, and digging through five Drive folders for last year's working papers. CAPilot is the single workspace built for the way an Indian CA firm actually runs.
Who it's for
- CA proprietors and partnerships — solo or up to 25 staff. Pricing scales by active seat, no per-client surcharge.
- Compliance-heavy practices — GSTR-1 / 3B / 9, TDS, ITR, tax audits, ROC filings, labour returns, ICAI peer reviews.
- Firms that bill on time — recurring engagements, hourly billing, retainer mix; CAPilot turns time entries into GST-aware invoices in one click.
What's shipped today
| Domain | What's in it |
|---|---|
| Compliance | Pre-generated tasks (12 months ahead), monthly calendar, alert lifecycle (T-7 / T-3 / T-0 / T+1 / T+3), assignment + reassignment |
| Time tracking | Hourly entries, "Others" (non-client) time, weekly timesheet rollup |
| Invoicing | GST-aware (CGST/SGST split, IGST, e-Invoice prefix), recurring invoices, TDS settlement (Slice F2/F3), credit notes |
| Client management | Onboarding wizard with PAN/GSTIN/CIN validation, contacts, addresses, signatories, DSCs, registrations, bank accounts, services |
| Communications | Outbound email via SendGrid, template library, full log with PMLA audit trail, invoice-rejection workflow |
| Client portal | Read-only invoices / credit notes / documents + invoice-reject workflow |
| Tax tools | Income-tax calculator (1961 ↔ 2025 Act toggle), ITR-1 JSON generator, GSTR-1 JSON generator |
| Free public tools | GSTIN search, MCA21 lookup, HSN/SAC rate finder — no sign-in needed |
| Subscription | Self-signup with 30-day free trial, ₹599/staff/mo, Razorpay billing, mid-cycle seat proration, SuperAdmin discount admin |
What's intentionally NOT built (yet)
We're not pretending CAPilot does everything. Pieces deliberately left for later — usually pending CA feedback on whether they actually want them:
- GSTR-3B / 2A / 2B — only GSTR-1 ships today. 3B is a natural next slice; 2B reconciliation is heavier.
- Form 16 / Form 130 generators — the TDS certificate forms (Form 130 replaces Form 16 from 1 April 2026 under the IT Act 2025). Pending CA spec review before we model the layout.
- Tally / Zoho Books import — flagged for next round of integration work.
- e-Invoice IRN push — needs a GST Suvidha Provider (GSP) partnership; not v0.
- AI-assisted features — drafting client replies, summarising threads. Premium-tier worthy; deferred until plans are decided.
See Roadmap for the current open list.
How to read this site
The left sidebar is grouped by module (what the CA touches in their day). Each page is short:
- Screenshot first — what it looks like.
- What's working — features verified end-to-end.
- What's stub / pending — honest about gaps.
- Try it — link into the running app.
If you're showing this to a CA for feedback, Getting started is the right next page.