CA Folio

cafolio.in

CA Folio is a multi-tenant workflow and office management platform built for Indian Chartered Accountant firms. Pruning Labs engineered its multi-tenant compliance tracker, automated WhatsApp client collection, and document management workflows on Next.js 15, FastAPI, and Cloudflare Workers.

The problem

Chartered Accountant firms across India manage hundreds of clients across GST, Income Tax, ROC, and audits using disparate spreadsheets, physical registers, and chaotic WhatsApp groups.

Chasing clients for pending documents and OTPs consumes hours of senior staff time every day, creating compliance bottlenecks near filing deadlines.

What we pruned

• Scattered WhatsApp document chasing pruned with structured client intake links
• Manual tax calendar spreadsheets pruned in favor of automated deadline tracking
• Repetitive payment and invoice reconciliation pruned to automated payment links

What we engineered

• Multi-tenant architecture isolating firm data with role-based staff access
• Automated WhatsApp document collection and statutory deadline reminders
• Real-time task and compliance tracking dashboard with client approval portals
• Secure document storage with instant tax return retrieval and audit trails

How it is built

• Every CA firm operates in an isolated tenant environment with encrypted client document storage.
• Automated webhooks and cron triggers dispatch reminder sequences over WhatsApp and SMS based on statutory filing schedules.
• Audit logs record all document views, uploads, and client approvals with timestamped compliance records.
• Optimized edge rendering on Cloudflare Workers guarantees sub-100ms load times for high-volume filing seasons.

Stack

• Next.js 15
• FastAPI
• PostgreSQL
• Cloudflare Workers
• WhatsApp Business API

Disciplines involved