Plans and pricing
Choose the plan that powers your practice. All plans include automated WhatsApp bot delivery and UPI fee collection.
Security is included in every plan: Partner approval workflows, PAN-verified clients, statutory WhatsApp consent logs under DPDP Act 2023, and immutable ICAI audit trail at no extra cost.
Compare detailed capabilities
Statutory review of features, vault capacity, and firm management levels
Frequently asked questions
Clear details about billing, security, data sovereignty, and trials
Do I need a credit card for the free trial?
No. Sign up with your firm's PAN and email and you get a free trial with every Growth plan feature. You pay only when you choose a plan to carry on. One free trial is available per firm.
What happens when the trial ends?
If you have not chosen a plan, your workspace becomes read-only: you can still see and download your documents and records, but nothing new is added or sent. Choose a plan within 60 days to carry on where you left off; after that the account is closed and its data deleted, as our Privacy Policy explains.
Who receives the fees my clients pay through the WhatsApp bot?
Your firm does. Clients pay through your firm's own Razorpay account, so the money goes straight to your bank account and CA Assist takes no commission. Razorpay charges its usual payment fees under your agreement with them.
Are the prices shown with GST?
Yes. Every price on this page includes 18% GST. You get a GST invoice for each payment, with your firm's GSTIN on it if you add one to your billing profile.
Can I change or cancel my plan?
Yes. You can upgrade straight away or at renewal, with credit for unused time, and turn automatic renewal off at any time. A first payment can be refunded within 7 days, keeping 7 days of fees and closing the account, under our Cancellation and Refund Policy.
Where is firm and client data stored?
In India. The database and documents are kept in Mumbai and encrypted at rest, each firm's data is kept apart from every other firm's, and every upload is virus-scanned. Our Privacy Policy and Data Processing Agreement follow the Digital Personal Data Protection Act, 2023.
Colleague & Partner Program
Refer a CA friend, get a renewal credit
When another practicing CA or firm joins using your referral link, they receive a 45-day free trial. When they buy a plan, your firm earns a renewal credit, taken off your next plan payment once we have checked the referral.