Mid-size CA firm
- Problem
- Clients emailing balance sheets and bank statements as attachments.
- What we did
- Client portal with per-client folders, two-factor login and audit trail.
- Result
- Sensitive documents moved off email entirely.
A firm website that respects what ICAI permits
Reply time
Within 24 hrs
Scope
Fixed, in writing
Code
You own it
Based in
Mumbai
Chartered Accountants in Govandi work under ICAI guidelines that restrict solicitation and advertising. A website is permitted, but on a pull basis — clients come to it for information rather than being pushed toward it with promotional claims.
Most agencies quoting for a CA firm site have never read the ICAI position and will happily propose testimonials, comparison tables and lead-generation copy. Those are the things most likely to create a problem for you, and the firm carries that risk, not the agency.
We build within the constraint: a factual firm profile, partner credentials, service descriptions written as information rather than persuasion, and no claims of superiority. The result is a site that does its job during due diligence, which is when prospective clients actually look you up.
Most Govandi clients approach us with an existing site or app that no longer matches how they trade day to day.
We are comfortable telling you when a cheaper option would serve you better than the one you asked about.
We cover Govandi (400043) and the surrounding Mumbai Suburban area — on site where a meeting genuinely helps, and remotely where it does not.
Establishment details, partner strength and areas of practice presented factually.
Membership numbers, qualifications and specialisations in a structured, verifiable layout.
Audit, taxation, GST, ROC and advisory explained as information, not as a sales pitch.
Clients upload documents to a login area rather than emailing sensitive files.
Due dates for GST, TDS, ROC and income tax, which is genuinely useful and entirely permissible.
Vacancy listings for articles and staff, which most firm sites handle badly.
Establishment history, partner credentials, membership numbers and practice areas.
Service pages written as information, with anything promotional flagged for your decision.
Site plus secure document exchange with per-client permissions.
Every page reviewed by the firm before publication.
Go-live plus a session on managing the client area and calendar.
Chosen for ca website development work specifically, and why.
Client login, document permissions and audit trails.
Where the site is informational and no client portal is needed.
Client and document records with row-level access control.
Documents encrypted at rest, because financial records warrant it.
Clean, conservative layouts appropriate to professional practice.
Second factor on client and staff logins as standard.
Prospective clients check you online before the first meeting. A factual site does that job well.
Nothing on the site reads as solicitation, which protects the firm rather than the agency.
A secure exchange area removes a real and routine data risk.
A proper careers page reaches candidates who currently never find you.
Specific to ca website development projects, and worth avoiding before you commit budget.
Naming clients or publishing endorsements is among the clearest exposures under ICAI restrictions on solicitation.
Describing the firm as leading, best or largest is promotional rather than factual.
Aggressive calls to action and free-consultation offers read as solicitation.
Financial records sent as email attachments is a data risk a simple secure upload area removes.
Third-party platforms commonly connected on ca website development projects.
Encrypted upload and download with per-client access control.
Partner and staff logins tied to your existing firm accounts.
Where you offer clients a shared view of their books.
Digital signing of engagement letters and forms.
Appointment scheduling without the back-and-forth email.
Firm email that reaches inboxes rather than spam folders.
Week 1
Partner credentials, practice areas, service descriptions.
Weeks 2-3
Site, profiles and compliance calendar.
Week 4
Secure document exchange with per-client access.
Week 5
Partner review, then go-live and training.
Indicative packages. Final quotes follow a scope conversation.
₹19,999
₹54,999
₹99,999
Added when you need them, not bundled into the headline price.
₹24,999
Circulars, notifications and explainer articles for clients.
₹19,999
Digital signing with an audit trail.
₹34,999
KYC collection and engagement setup online.
₹19,999
Second language for local clients.
“They were the first agency to mention ICAI restrictions rather than proposing testimonials and case studies. That alone decided it.”
“The client portal ended the habit of clients emailing us their financials. That was worth the project on its own.”
Yes. ICAI permits a website on a pull basis — clients come to it for information. What is restricted is solicitation and advertising, which shapes the copy rather than preventing the site.
We advise against both. Naming clients or publishing endorsements is among the clearest exposures under the restrictions on solicitation, and the firm carries that risk.
Comparative and superlative claims are promotional rather than factual. We keep the copy to what is verifiable — establishment year, partner strength, practice areas.
Safer than email, which is how most firms currently receive financial records. Documents are encrypted at rest, access is per-client, and logins carry a second factor.
Yes. We build conservatively and flag anything borderline, but guidance is updated periodically and ICAI is the authority. We would rather you check than take our word for it.
Yes, and we recommend it. Due dates are useful information rather than promotion, and clients return to the site for them.
Different requirement? These pages cover it.
Tell us what you need in Govandi and we will come back with scope, timeline and a fixed quote.