The operating system for compliance work that cannot slip.
firmOS replaces chaotic follow-ups and lost documents. Track deadlines, automate client evidence reminders, and log secure uploads in one disciplined CA audit trail.
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01 — Operational Cadence
Engineered for the daily rhythm of an active CA office.
Command deadlines without compromise
A centralized command grid built specifically for Indian CA firms. Tracks GST, TDS, ITR, and ROC files with high-density urgency scales. Scan, assess risk, and assign in seconds.
Collect docs without forcing client logins
No usernames. No forgotten passwords. firmOS generates hashed, task-scoped magic links. Clients securely drag and drop files from any mobile or desktop web browser in one action.
Staggered automated evidence reminders
Run automatic T-7, T-3, and T-1 notification runs. Every email sent captures DKIM evidence, message IDs, and recipient tracking to ensure proof of communication.
Immutable PDF compliance report generation
Protect your firm from liability. Every task generates an immutable PDF digest logging reminder dates, client upload times, file signatures, and ultimate completion records.
02 — Client Experience
Collect client documents on time, without the friction.
No usernames or passwords to remember. firmOS auto-sends polite, secure reminders so clients can securely drop files from their mobile or desktop browser in seconds.
Automated Deadline Scanning
firmOS monitors all upcoming GST, TDS, ITR, and ROC filing deadlines, automatically queueing reminders according to your firm's calendar.
Polite Email Reminders
Your clients receive clear, beautifully formatted notifications with a secure, temporary document upload link scoped to the exact task.
Zero-Login Secure Dropzone
Clients click the link and instantly drag and drop their PDFs or invoices. No passwords, no login portals, and zero friction.
Instant Team Alerts & Verification
Your team is instantly notified as documents arrive. Every upload is logged with cryptographic timestamps to resolve any compliance delay disputes.
03 — Compliance Trust
Built for the risk tolerance of a practicing CA.
Every automated reminder, every client upload, and every filing milestone is chronologically logged and immutably stored. firmOS gives your practice a verifiable paper trail that holds up under regulatory scrutiny.
Where discipline meets technology.
Built by practitioners, for practitioners. firmOS understands the unique pressure of Indian tax compliance.
Eliminate Accruing Penalties
Gain real-time visibility into all upcoming filing deadlines, keeping your team focused on critical accounts to prevent costly late-filing fines.
Dispute-Proof Audit Trails
Every automatic email reminder sent and client document uploaded is chronologically logged, giving you verified proof of communication.
Professional Client Trust
Equip your CA practice with a secure, beautifully branded document upload portal that elevates your firm's professional presence.
Zero Account Overhead
Clients click a temporary secure magic link and upload immediately. No registrations, passwords, or account setup required.
04 — Rollout Stages
A structured growth path for your firm.
Pilot Mode
Engineered to keep firmOS free of infrastructure cost during initial client testing.
- Up to 5 CA firms in isolated tenants
- 500 total tracked client entities
- Staggered daily queue processing
- 90 automated emails per day
Growth Mode
Unlocks dedicated transactional SMTP queues and active high-density cron schedules.
- Unlimited clients & firms
- High-speed ZeptoMail SMTP integration
- Dedicated notification dispatch
- Expanded document storage space
Enterprise Deck
For prominent networks requiring absolute custom control and top-tier security.
- Custom domains per CA office
- Leaked-password database protection
- TOTP Multi-Factor Enforcement
- Tailored API and accounting bridges
Stagger your compliance runs with total discipline.
Keep automated notifications under the daily transactional thresholds, monitor filing tokens, and review immutable client logs following each pilot cycle.