Claime is currently open in early access beta. No payment is required to submit a request. Final pricing is confirmed after reviewing your case. Please do not submit sensitive documents on the website. Detailed document collection continues securely through WhatsApp.
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Claime CA Workspace

CA Workspace for modern tax teams

Claime helps Indian CA firms and approved tax professionals manage client requests, document readiness, filing status, old records, and case follow-ups in one organized workspace.

Manage clients, documents, filing status, and old records in one secure workspace.

For verified CA firms and approved tax professionals only. CA Workspace access is approval-only. Public signup is not available.

Request CA Workspace AccessCA Login

The problem

Stop chasing documents across WhatsApp, calls, and scattered messages

  • Clients send incomplete documents
  • Document follow-up becomes messy
  • Filing status is hard to track
  • Old records are difficult to find
  • Staff ask the same questions again
  • Client history is scattered across chats and files

Workspace modules

A clearer operating layer for client cases.

Client request overview

View client cases with service type, readiness summary, and current status.

Document readiness

Track pending, available, needs-help, and not-applicable documents before filing starts.

Filing status tracking

Follow each case from request received to documents complete, under review, filed, and completed.

Organized case notes

Keep review notes, client updates, and follow-up details in one place.

Old records access

Find past client requests and support history by client, year, service, or document type in future workspace modules.

Approval-only access

CA Workspace access is controlled by Claime admin. No public CA signup.

Access model

Built with controlled access

  • CA login will be separate from customer and admin login.
  • Access is approval-only.
  • CAs will see only assigned cases.
  • Customer phone/email is not shared by default.
  • Marketing/source data is not shown to CAs.
  • Admin keeps control of customer communication and final status updates.

How it will work

From request to assigned review

  1. 1Customer submits request on Claime
  2. 2Claime organizes case readiness and documents
  3. 3Admin assigns the case to an approved CA or firm
  4. 4CA reviews assigned cases and updates review notes/status

Trust & safety

Serious access boundaries from day one.

  • No public CA signup.
  • No open access to all customer data.
  • Sensitive document sharing remains controlled.
  • Customer data access is limited.
  • Claime is not a government website.

    • Approval-only access

    Interested in using Claime CA Workspace?

    Request access and Claime will review fit before enabling any CA workspace login.

    Request CA Workspace AccessCA Login