Genuinely free options
| Software | Free for | After that | Source |
|---|---|---|---|
| ICAI PMS | CA practitioners and CA firms | Free; ICAI says onboarding, training and data migration cost nothing | ICAI |
| Simplify Practice (ICAI tie-up) | CA firms with up to 5 users | ₹100/user/month above 5 users, plus GST | ICAI |
| Zoho Practice | Zoho Finance partners | Free / ₹2,950/org/mo (annual) | Our review |
ICAI terms are as published on its Beneficiary Schemes pages; confirm current eligibility there before you sign up.
ICAI's free Practice Management Software
ICAI describes its PMS as a cloud-based tool built for CA practitioners and firms, available on the web and on Android and iOS apps. Its published modules cover task management with auto-allocation, document management, a client database with client-wise login, communication with automatic alerts and reminders, and employee management with time tracking.
To register, ICAI lists these steps:
- Go to cacloud.ca.in and click Register Here (top right).
- Enter the membership number of the head office in charge.
- Check the auto-filled firm details and submit.
- Complete OTP verification.
- Wait for login details by email; ICAI says this takes up to 6 working hours, and a support executive follows up for training.
We have not tested ICAI's PMS, so it has no score on this site. Before relying on it, check whether it creates GST, ITR, TDS and ROC tasks automatically from client profiles, how reminders reach clients (email, SMS or WhatsApp), and whether you can export your data if you move later.
Tools that offer a free trial, not a free plan
These ranked tools let you try before paying. Prices are the vendors' published starting prices, checked June 2026, excluding GST.
| # | Software | Trial | Then from |
|---|---|---|---|
| 1 | Finexo | 7-day trial | ₹5,999/year (10 users) |
| 2 | Jamku | Not listed | ₹6,500/year (up to 5 users) |
| 3 | Turia | Free trial | ₹100/user/month |
| 4 | ERPCA | Free trial | ₹200/user/month |
| 5 | Vider ATOM | Free trial | from ₹1,788/user/year |
| 7 | QwikCA | 1-month free trial | ₹1,000/year |
| 8 | Quicko Pro | 30-day free trial | ₹4,999/year |
| 9 | Saral TaxOffice | Free trial | ₹9,690/year |
Free or paid: how to decide
A free tool makes sense for a solo practitioner or a small firm that mainly needs a shared task list and client records. A paid tool earns its cost when it saves staff hours: automatic creation of statutory tasks for every client, bulk reminders on WhatsApp, a credential vault, and billing tied to completed work. Run a free option and one paid trial side by side for a month of real deadlines, then compare how many tasks you still had to create or chase by hand.
See the overall rankings or what practice management software does for the features worth testing.