One Unified Engine for
Every Practice Workflow & Regulatory Portal
CoreBase brings practice CRM, compliance pipelines, client WhatsApp communication, practice HRMS, GST billing, and CoreX AI together in one connected operating system.
The Complete CoreBase Architecture
Eliminate disconnected spreadsheets, uncollected fees, and scattered WhatsApp chats with an end-to-end synchronized practice foundation.
Hosted Website Engine & Dynamic Ingestion
Every firm receives a high-speed, SEO-optimized public website configured in minutes. Custom domain mapping connects directly with your DNS, while dynamic ingestion forms inject incoming client leads straight into your firm's pipeline.
Multi-Stage Workflow Pipeline & Service Health
Standardize tax audits, GST filings, MCA company incorporations, and litigation cases into transparent pipelines. Track stages, SLA deadlines, and team workload in real time.
WhatsApp Cloud API & Document Requests
Stop chasing documents over personal chats. Direct WhatsApp Cloud API integration delivers automated KYC checklists, statutory due-date alerts, and secure upload links directly to client phones.
Smart GST Invoicing & Dynamic UPI QR
Generate professional GST tax invoices and debit notes tailored for Indian practice firms. Collect uncollected fees instantly with auto-generated Razorpay payment links and UPI QR codes.
Branded Client Portal & Secure Document Vault
Provide clients with their own dedicated, branded self-service portal. Clients can track filing progress, download filed acknowledgments, upload PAN/Aadhaar/bank docs, and pay invoices.
Practice HRMS & Article Assistant Management
Assign files, track billable hours, and enforce strict role-based access control. Article assistants, managers, and partners only see the clients and financial data permitted by their role.
Built for Indian Statutory & Banking Rails
CoreBase aligns with the exact filing protocols, authentication methods, and payment gateways Indian CAs and MSMEs rely on daily.
Government & Regulatory Portals
Native data schemas and workflow gates calibrated to match official Indian statutory portals.
SPICe+, DIR-3 KYC, AOC-4, MGT-7 workflow steps & DIN tracking
GSTR-1, GSTR-3B, GSTR-9 annual filing checklist & ARN recording
ITR 1-7 computation dossiers, Form 10B/10BB audit attachment tracker
Form 24Q, 26Q, 27Q quarterly filing schedules & challan ledgers
IEC code renewal tracking & export-import statutory documents
Fintech, Banking & Payment Rails
Direct integration with India's premier fintech infrastructure for automated fee collection.
Automated payment link generation, webhook verification & live settlement
Auto-generated static & dynamic UPI QR embedded on invoice PDFs
Direct salary credits to employee bank accounts via IMPS/NEFT
HDFC, ICICI, SBI, Axis corporate banking statement reconciliation import
Communication & Messaging Rails
Official enterprise channels for client interactions and document intake.
Pre-approved templates, 2-way client chats, and missing document triggers
SendGrid, AWS SES, Google Workspace SMTP with custom firm sender domains
Instant video meeting links and scheduled consultation follow-ups
Tangible Questions CoreX AI Solves Every Day
No generic chatbot hallucination. CoreX queries your firm's actual client dossiers, filing stages, and billing balances.
“Which clients have pending payments?”
Identifies 4 clients with invoices older than 15 days, calculates total uncollected professional fees (₹1,42,500), and prepares 1-click WhatsApp payment links with dynamic UPI QR.
“Which compliance tasks are due this week?”
Scans statutory calendars for GST (GSTR-3B due 20th), TDS deposit deadlines (7th), and upcoming MCA annual filing cutoffs, grouped by designated article assistants.
“Which leads haven't been followed up?”
Flags prospective clients in the Incorporation or Audit Intake pipeline that have not received an update in >48 hours with pre-drafted follow-up templates.
“Show me today's pending client work.”
Surfaces 34 active files: 3 GST Registrations, 8 ITR Filings, 4 MCA Incorporations, 12 GSTR-3B filings, and 7 KYC document verification tickets.
“Draft a WhatsApp message for this client regarding pending GST documents.”
Generates a polite, professional message listing the exact missing proofs (e.g. Electricity Bill & Rent Deed NOC) with a secure link to the client's portal.
Ready to experience CoreBase for your CA firm?
Book a 15-minute live walkthrough with a CA practice specialist and see how CoreBase automates your day-to-day operations.