Client Hub — CRM for CAs

Every Client Detail,
One Secure Place.

ClarityCA's Client Hub is the purpose-built CRM for Chartered Accountants. Forget scattered spreadsheets — store PAN, GSTIN, CIN, bank details, directors, and partners with perfect structure.

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Master Data Vault

Centralized repository for all client data. Never lose a PAN card, GSTIN, or CIN again — everything is perfectly categorized and a search away.

  • Auto-formatting for PAN and GSTINs
  • Store associated bank accounts and IFSCs
  • Tag clients by entity type (LLP, PVT LTD, etc.)
🏛️
Company Master
CIN: U72900MH2026PTC
Incorporation: 12 Aug 2026
💳
Tax IDs
PAN: ABCDE1234F
GSTIN: 27ABCDE1234F1Z5
🏦
Bank Details
HDFC Bank (Current)
IFSC: HDFC0001234
🔐
Portal Logins
IT Portal, GST Portal, MCA
Encrypted
⚡ Lightning Fast Search

Director & Partner Trees

Instantly see the structural hierarchy of any Company or LLP. Store director details, shareholding percentages, and Digital Signature (DSC) expiry dates in one clear view.

  • Track DINs and KYC status
  • Set automated DSC expiry reminders
  • Visualize shareholding patterns
TechNova Solutions Pvt Ltd
RD
Rajesh Desai
DIN: 01234567 • Shares: 60%
Mg. Director
ND
Neha Desai
DIN: 08912345 • Shares: 40%
Director
⚠️ Rajesh Desai DSC Expiring In 14 Days
🏢 Visual Hierarchies

Before vs. After ClarityCA

Before: Scattered client documents, missed GSTINs, and manual profile creation.

After: A unified vault, auto-fetched GST details, and instant document retrieval.

Beta Transparency Note: The core client vault and GSTIN auto-fetch are fully operational today. However, advanced document OCR parsing is still being refined during this beta phase. Our team is working closely with early users to perfect accuracy on handwritten or poorly scanned documents.

Explore the next module:

Compliance Tracker →

Ready to organize your client data?

Centralize all your client information in ClarityCA. No more scattered spreadsheets.

Join the Beta →