PBS CA HUB
When your practice has clarity, your clients have confidence. The practice management platform purpose-built for Indian CA firms — automating deadlines, allocating tasks, and keeping your team ahead of every compliance requirement.
PBS CA Hub
Run your practice like you know exactly where every client stands.
THE OPPORTUNITY
The CA firms that lead their markets are the ones that stay one step ahead of their clients. When every deadline is tracked, every task is assigned, and every filing is handled before the client even thinks to ask, your practice becomes indispensable. PBS CA Hub is the system that makes that possible.
HOW PBS CA HUB MAKES IT POSSIBLE
PBS CA Hub gives CA partners a unified command centre for every client, every task, and every compliance deadline. Automated reminders, smart task allocation, seamless team handovers, and full 2025 Tax Act workflows — all in one platform designed specifically for the way Indian CA practices operate.
CORE CAPABILITIES
| Feature | What It Does for You |
| Fail-Safe Deadline Reminders | Automated triggers for GST, Income Tax, ROC, and TDS filings. Every deadline tracked, every alert delivered. |
| Smart Task Allocation | Assign tasks to team members with one click. Monitor progress in real time from a single dashboard. |
| Seamless Handover Engine | Staff on leave? Transfer client tasks instantly with full history and context preserved. |
| Client Reporting Portal | Auto-generate status reports for clients. The kind of proactive communication that builds long-term trust. |
| 2025 Tax Act Ready | Pre-configured for the latest statutory changes, audit trail requirements, and compliance workflows. |
THE IMPACT
100% Statutory deadlines tracked and alerted | 60% Reduction in internal follow-up meetings |
Zero Work stoppage during staff leave or turnover | 2x Client load managed without 2x the stress |
BUILT FOR
Sole Practitioners: Never let a single client file or deadline slip through the cracks again.
Multi-Partner Firms: Standardise processes across Audit, Tax, and Advisory with complete cross-team visibility.
Article-Heavy Practices: Monitor the output of your entire team from a single dashboard with full accountability.
Compliance Specialists: For firms handling high-volume, deadline-sensitive regulatory work at scale.
“In a CA practice, your reputation is built on deadlines. PBS CA Hub protects that reputation by turning chaotic workflows into a disciplined, automated engine that keeps your team ahead of every client, every time.”
