Pingo360 is a CRM for Indian CA firms and tax practices: enquiries from WhatsApp and your website land in one shared inbox, custom objects let you track each client engagement with its own compliance deadlines, and automation reminds you before a filing date or an unanswered document request. Flat ₹999 per month, unlimited team members, 14-day free trial.
Start free trial →A CA practice does not run on one-off transactions. It runs on a recurring calendar of deadlines — monthly and quarterly GST filings, advance tax dates, ITR season, statutory audit cutoffs — layered across dozens or hundreds of clients at once, each with a slightly different due date. The compliance work itself is rarely the hard part. Getting the client to send the right document in time is.
That is where firms lose time and goodwill. A client is asked for their Form 16 or purchase register in early June and doesn't send it until three reminder calls later, right before the deadline, turning a routine filing into a last-minute scramble. A new enquiry comes in on WhatsApp about GST registration, gets an initial reply, and then goes quiet because the partner who answered got pulled into audit season. A client relationship handled by one articled clerk becomes a black box the moment that clerk is out for a few days, because the engagement history lives in their personal notes, not anywhere the firm can see.
None of that is about competence — CA firms are, if anything, unusually disciplined about their actual technical work. It's that the follow-up layer sitting in front of the technical work — who owes what document, by when, and who's chasing it — usually lives in memory and WhatsApp chat history rather than anywhere structured. That's a record-keeping gap, and it's exactly what a CRM exists to close.
Three things. Every enquiry captured from the channel a prospective client actually used, so a new GST registration or ITR enquiry never depends on which partner happened to see the message. Each client engagement modelled with its own compliance deadlines, separate from the general contact record. And reminders that fire automatically before a filing date, or when a requested document has gone quiet, because in a deadline-driven business the follow-up is the job.
A prospective client messaging your WhatsApp number becomes a contact automatically, with the full conversation logged on their record — not stuck on one partner's phone.
Enquiries from your website chat widget queue into a real conversation your team can reply to, instead of sitting unread in a form inbox.
Custom objects let you track a client engagement — service type, filing frequency, next due date — as its own record linked to the client contact.
A workflow can trigger a set number of days before a compliance deadline and automatically create a reminder task, so filings get worked on ahead of the date, not the night before.
A workflow can trigger a set number of days after a document was requested and create a follow-up task, so a pending document doesn't sit forgotten until the deadline is close.
New enquiries can be distributed automatically across partners or staff, so client relationships don't all default to whoever answers first.
Raise a GST-compliant invoice for professional fees straight from the deal, with the correct CGST/SGST or IGST split and a UPI payment link.
Team roles and record ownership mean each partner or clerk works their own clients while the firm keeps a view across the whole client base, with reassignment when someone is away.
A contact record can hold a client's name and phone number, but it can't hold "monthly GSTR-1 due the 11th, ITR filing pending documents, next advance tax instalment mid-September" as a structured, date-aware fact. In Pingo360 you create that as a custom object — an engagement — with whatever properties your practice tracks, then link it to the client's contact. This is not a tax-filing or accounting system; it holds the deadline and the follow-up trail, not the return itself.
The payoff is what you see when a client calls asking about status: their engagement details, the document they still owe you, the WhatsApp thread where they said they'd send it "by Friday," and the invoice for last quarter's fee — all on one timeline, instead of pieced together from memory across three different places.
This is the single highest-leverage habit a CA firm can automate. When a document is requested, set a date, and let a workflow trigger a set number of days later if it still hasn't come in — creating a follow-up task, notifying the engagement owner, or nudging the client directly on WhatsApp. The same pattern works for the deadline itself: trigger a reminder two weeks out, then again a few days out, so nothing depends on someone manually scanning a compliance calendar every morning.
| Day-to-day reality | Spreadsheet calendar + personal WhatsApp | Pingo360 |
|---|---|---|
| Where enquiries arrive | One partner's WhatsApp | Shared inbox, whole team sees it |
| Engagement details and deadlines | A row in a shared sheet | A custom object linked to the client |
| Assigning new enquiries | Whoever answers first | Round-robin across the team |
| Chasing a missing document | A reminder call close to the deadline | Follow-up task created automatically |
| Deadline reminders | Manually scanned each week | Date-triggered, ahead of time |
| Emails with clients | Personal mailbox | Logged automatically |
| Articled clerk moves on | Client history leaves too | Records stay, ownership reassigned |
| Professional fee invoice | Retyped into billing software | GST invoice + UPI link from the deal |
| Cost of adding a partner or staff | Another phone, more silos | ₹0 — unlimited users |
| Backups | Whenever someone remembers | Daily, kept 30 days |
Small and mid-size CA firms managing a recurring client base across GST, ITR and audit work, where the real risk isn't the technical filing but a document or deadline slipping through because it wasn't tracked anywhere central.
Firms with multiple partners handling different clients or service lines, where round-robin assignment routes a new GST-registration enquiry and a new audit enquiry to whoever actually handles each, instead of both landing on the same desk.
Practices with articled clerks or junior staff managing day-to-day document collection under a partner's oversight, where ownership and reassignment matter every time a client relationship changes hands.
Tax and compliance consultants working with SMB clients who need enquiries and follow-ups tracked reliably across a client base larger than any one person can carry in their head.
A fair warning about fit: Pingo360 is a sales and client-follow-up CRM. It does not file GST returns, ITRs or do bookkeeping and accounting — that's ironic given Pingo360 itself uses GST invoicing to bill its own customers, but that's invoicing a client for services, not filing anything on their behalf. This is not a practice-management or tax-filing suite; it tracks enquiries, deadlines and document requests, and sits alongside whatever filing software your firm already uses.
One plan at ₹999 per month, unlimited users, billed monthly through Razorpay, cancel any time. That matters for a CA firm specifically, because staffing often includes articled clerks who rotate in and out, and per-seat pricing quietly punishes exactly that turnover. Here it costs nothing extra to add or remove someone from the workspace.
The trial runs 14 days with no credit card, so nothing charges automatically at the end. On security: each workspace is isolated at the database level with row-level security, two-factor authentication with an authenticator app is available, and backups run daily and are kept for 30 days — worth knowing given how sensitive client financial documents are in this line of work. Import your client list from CSV or JSON, and export the same way whenever you want.
One thing stated plainly: Pingo360 is pre-incorporation. It is operated directly by its founding team while formal company registration is in progress, and no GSTIN has been issued yet. If that matters to how you buy software, better to know it before you migrate your client list. Reach us at [email protected].
Yes — custom objects let you model a client engagement with its own deadline properties, and a workflow can trigger a set number of days before that date to create a reminder task. Pingo360 does not file returns or do the compliance work itself — it tracks the deadline and reminds you.
Yes. A workflow can trigger a set number of days after a document was requested and automatically create a follow-up task or notify the client's owner, so a pending document gets chased instead of sitting unnoticed until the deadline is close.
Yes — both are matched to a contact automatically and flow into the same sales pipeline, so nothing depends on which channel a prospective client used first.
Yes. Every record has an owner, and round-robin assignment can distribute new enquiries across your team automatically, so client relationships don't all default to one partner.
A flat ₹999 per month for the whole workspace with unlimited users, billed monthly through Razorpay. There is no per-seat pricing, so adding partners, staff or articled clerks does not change the bill.
Yes. Generate a GST-compliant invoice straight from the deal with the correct CGST/SGST split for in-state work or IGST for inter-state, and attach a UPI payment link so the client can pay from their phone.
Yes — import from CSV or JSON and map the columns to your fields, including custom objects for engagements. Export works the same way at any time.
Each workspace is isolated at the database level with row-level security, accounts support two-factor authentication with an authenticator app, and backups run automatically every day and are kept for 30 days.