How to make an app for a CA firm

A CA firm juggles audits that run for weeks, filings with fixed due dates and articled assistants spread across client offices. An office app shows which assignment is at which stage, who is working on it and what has been billed, so partners don't have to ask around every evening.

Updated 2026-11-09

Who uses the app

The partners, managers and articled assistants. Because several people update work from their own phones, the app needs your own Supabase database with sign-in, and you can ask that assistants see only the assignments given to them.

The screens a CA firm app needs

Dashboard: Assignments due this month, those overdue and those waiting for client data, by partner
Clients: Search by name or PAN; each client with entity type, year end, services taken and the partner in charge
Assignments: Each audit, filing or registration with stage, start and due dates, team and checklist
Staff: Each assistant with the assignments given to them and where they are working this week
Data pending: What each client still has to send, with the date it was asked for
Billing: Fee bills raised per assignment, received and outstanding, with bills as PDFs

Features worth asking for

Stages for each assignment, such as planning, fieldwork, review by partner, report signed
A due-date view of filings across all clients for the month
An assignment checklist that the assistant ticks and the partner reviews
A WhatsApp button with a ready message to the client listing the data still pending
Sign-in with roles, so assistants see their own work and partners see everything
A fee bill as a PDF for each assignment, and an outstanding list by client

Where the data lives

With partners and assistants working from their own phones, connect your own Supabase database from the chat and turn on sign-in. Client data then sits in your project, not AppCub's; add Razorpay only if you want clients to pay bills online.

How to make it with AppCub, step by step

Decide what the app does. List the screens you need, for example: Dashboard, Clients, Assignments, Staff, Data pending.
Describe it to AppCub. Paste the request below, changed to your own business and details.
Check the plan. AppCub shows the screens and features it will build. Change them in the chat until they are right; seeing the plan is free.
Try it on your phone. The app runs live next to the chat. Scan the QR code to install it, and ask for changes.
Share it. Share it as a web link, an APK file, or publish it on Google Play from your own developer account.

Copy this request, change the details to match your CA firm, and paste it into AppCub:

Make an office app for my CA firm, Iyer Natarajan & Associates in Coimbatore. Screens: dashboard, clients, assignments, staff, data pending and billing. Clients have name, PAN, entity type, year end and partner in charge. Assignments are audits, ITR, GST, ROC filings or registrations, with stage (planning, fieldwork, partner review, signed or filed), due date, assigned assistant and a checklist. Assistants sign in and see only their assignments; partners see all. Data pending list with a WhatsApp button. Fee bills as PDFs and an outstanding list. Navy and grey colours.

Tips for a CA firm app

Agree the stage names with your partners first; the app is only as useful as the stages everyone uses.
Start with one kind of work, such as tax audits, for a season before adding every assignment type.
Keep working papers in your usual files; the app tracks status and notes, not full audit files.
Ask for a 'waiting for client' stage so delays caused by missing data are visible.
Client data is confidential: give access by role and remove assistants' sign-in when their articleship ends.

What it costs

Describing your app and seeing AppCub’s plan for it is free.
A new app usually takes 60 to 110 credits. Start with the 2-day trial for ₹99 (150 credits, enough for one app and a few changes) or the one-time App Pack for ₹499. Starter is ₹1,599 a month for 700 credits.
Google Play needs a paid plan (it includes the Play Store bundle and your app’s signing key) and your own Google Play developer account, a one-time US$25 fee to Google.
Work that fails or is rolled back costs no credits.

See all plans

Good to know

AppCub doesn't connect to the income tax, GST or MCA portals, to accounting software or to audit tools, so it doesn't file or fetch anything. Staff file as usual and mark the stage in the app.
AppCub builds Android apps. You can also share the app as a web link that opens on any phone; for the iPhone App Store, AppCub’s team can do it for you.

Questions

Can articled assistants use the app from client offices?

Yes, once the app uses your own Supabase database with sign-in. Each assistant opens the app on their phone and updates the stage and checklist for their assignments.

Can partners see who is working on which audit?

Yes. Ask for a staff screen that lists each assistant's current assignments and a dashboard by partner.

Can the app pull data from our accounting software?

No. AppCub doesn't connect to accounting or audit software, or to government portals. You enter assignment details and stages in the app.

Can the app show all filing due dates for the month?

Yes. Each assignment carries a due date, and a due-date screen lists them across clients, with overdue ones on top.

Can the app remind us of due dates?

The installed app can show a reminder on the phone at a set time, which may arrive a few minutes late. It can't send alerts from one person's phone to another's.

Can the app make our fee bills?

Yes. Ask for a bill as a PDF per assignment with your firm's details; you share or print it from the phone.

Make your CA firm app

Seeing the plan is free. Building starts with a 2-day trial for ₹99.

Start building