CA services marketplace

Connect with trusted Chartered Accountant firms — one platform for clients, firms, and platform oversight.

Clients sign up, browse verified firms, and raise requests. CA firms can apply online (email OTP) or be created by the platform team — then complete approval and verification before running services, team, and delivery from firm dashboards.

4.9/5

Rated experience

Structured

Request → delivery flow

Governed access

Client signup · firm verification

Clients join in one click; firms join with platform oversight

Client accounts stay open for self-signup. CA practices can register and verify online, or your superadmin can create the organization — both routes end in a verified firm before clients see you in the marketplace.

Find & hire CA expertise

Explore firm profiles and service listings, then raise a request with clear scope and expectations.

  • One place for status and messaging
  • Payments and milestones when enabled
Create client account

Run your CA firm on the marketplace

Start with a self-service application or an invite from your platform team. Once approved and verified, you add CAs, publish services, and fulfil requests from your firm workspace.

  • Register online with OTP, or superadmin creates your org and admin
  • After verification: CAs, services, pricing, and client work in one place

How CA firms get on CAMarketplace

Firms can apply online (email OTP) and complete platform approval and verification, or a superadmin can create your organization — both paths keep the marketplace vetted for clients.

  1. 1

    Register or be invited

    Use Register your firm (email OTP), or your superadmin creates the organization and first firm admin for you.

  2. 2

    Approval & verification

    Self-serve firms are reviewed by the platform; then you upload documents. Manual setups follow the same verification step.

  3. 3

    Firm admin configures

    Once verified, complete your profile, align services with the catalogue (superadmin where needed), and set pricing.

  4. 4

    Admin adds CAs

    Invites or creates accounts for Chartered Accountants and team members who deliver work.

One marketplace, clear roles

Clients self-serve. Firms may apply online or be set up by superadmin; approval, document checks, and admin-controlled team access keep the marketplace consistent.

For clients

Create your own account, browse verified CA firms, and raise service requests — no middleman to get started.

Create client account

For CA firms

Two paths: register online with email OTP and complete approval + verification, or get onboarded by your platform team. Either way, you land on the same firm dashboard once verified.

Register your firm

Verified marketplace

Every listed firm is reviewed — whether they applied online or were onboarded by your team — with structured workflows and clear pricing.

How it works

Secure & transparent

Role-based dashboards for clients, firms, and platform administrators.

Sign in

Why teams choose a marketplace model

1

Unified place for CA services

3

Roles: client, firm, platform

Service types you define

24/7

Access your dashboards anytime

Trusted workflow patterns for compliance-heavy work

Verification-ready firmsStructured requestsClear audit trail

Built for every seat at the table

Same product, tailored dashboards — so nothing falls between the cracks.

Clients

Self-signup on Create account

Register yourself, discover firms and services, then raise and track requests from your client dashboard.

Platform superadmin

Onboards and governs

Create firms and assign admins when you’re driving setup, review self-service applications, verify documents, and keep the catalogue and platform health in check.

Firm admin

Self-serve or assigned

Register your firm with email OTP, then complete platform approval and verification — or your admin account may be created by a superadmin. Run your profile, services, requests, and team once verified.

CAs & firm team

Added by your firm admin

Work client requests with the right permissions — your login is provisioned by your firm, not public signup.

How it works

  1. 1

    Clients create an account and browse verified CA firms and services.

  2. 2

    Firms join via self-service (review + verification) or superadmin setup; the firm admin then adds CAs and publishes services.

  3. 3

    Clients raise requests; firms deliver work in-role dashboards with permissions intact.

Create client account

Designed like modern fintech

A calm, fast experience — so you spend time on advice and execution, not chasing threads.

Client signup stays client-only. Firm and CA access always goes through onboarding — self-service or superadmin-led — then firm admins control day-to-day team and delivery.

Ready to find a CA or run your firm on-platform?

Clients: create your account in minutes. CA firms: register to apply, or sign in when your platform team has already set you up — same dashboards once you're verified.