Prateek Agarwal
Chartered Accountant
Prateek Agarwal is a Chartered Accountant and co-founder of Finexo, where he builds software for CA firms and tax practitioners across India. He writes about GST compliance, practice management, and how Indian CA firms can run more efficiently as they scale.
Connect on LinkedInArticles by Prateek Agarwal
Best Software for Tax Consultants and Tax Practitioners in India (2026)
What software tax consultants, tax practitioners and chartered accountants in India actually need to run ITR season, advance tax, notices and TDS work without losing track of a client.
Practice ManagementHow Partners Track Staff Work in a CA Firm Without Micromanaging
How partners in a CA firm get real visibility into what every employee is working on — work allocation, partner dashboards and productivity tracking that staff do not resent.
Practice ManagementHow to Make Your CA Office Paperless (2026 Guide)
A practical path to digitising a CA office — what to scan, what to stop printing, how chartered accountants and tax consultants handle client documents, and where paper is still worth keeping.
Practice ManagementAI and Automation for CA Firms: What Actually Works in 2026
Where AI and automation genuinely save time in an Indian CA firm — recurring compliance workflows, document handling, reconciliation — and where chartered accountants should not hand over the work.
Practice ManagementHow to Grow a CA Practice: The Systems That Make Scaling Work
The operational systems chartered accountants and tax consultants need to grow a practice past the partner bottleneck — client intake, work allocation, delivery and the technology stack behind them.
Practice ManagementCRM vs Practice Management Software: Which Does Your CA Firm Need?
CRM manages leads. Practice management software manages clients, compliance tasks and filings. A practical guide for Indian CA firms deciding between them.
Practice Management15 Signs Your CA Firm Has Outgrown Excel
A self-assessment for CA partners: 15 signs your firm has outgrown Excel — status calls, version conflicts, workload blind spots, and stalled growth.
Practice ManagementWhat Is Practice Management Software for CA and Tax Practitioners?
Practice management software for CA and tax practitioners replaces Excel, WhatsApp and paper diaries with one system for clients, tasks and filings.
Practice Management15 Myths About Practice Management Software for CA Firms (Debunked)
Common myths about CA practice management software — Excel is enough, WhatsApp can manage work, PMS is only for big firms — answered honestly.
Practice ManagementBest QwikCA Alternatives for CA Firms in India (2026)
Honest QwikCA alternatives for Indian CA firms in 2026 — Finexo, PracticeStacks, Turia, Jamku and Zoho Practice — with who each one actually fits.
Practice ManagementHow CA Firms Track GST Deadlines Without Excel (2026)
How Indian CA firms track GSTR-1 and GSTR-3B deadlines across hundreds of clients without Excel — auto-tasks, QRMP logic, and reminders that hold up.
Practice ManagementCA Compliance Calendar Software for Indian Firms (2026 Guide)
What CA compliance calendar software does for GST, ITR, TDS and ROC deadlines, how it beats Excel, and how to choose one for your firm in 2026.
AccountingTally vs Cloud Accounting Software: What Indian Businesses Should Know in 2026
Tally vs cloud accounting software in 2026: a balanced, practitioner's comparison of cost, access, GST filing, and backup to help Indian businesses choose.
AccountingBest Tally Alternatives for Indian Businesses & CA Firms (2026)
The best Tally alternatives for Indian businesses and CA firms in 2026 — Zoho Books, Finexo Books, Vyapar, Busy and more, compared honestly by cost and cloud.
AccountingBest Accounting Software for CA Firms in India (2026)
A practising CA's honest 2026 guide to the best accounting software for CA firms in India — Tally, Zoho Books, Finexo, Vyapar and Busy compared.
AccountingWhat Is E-Invoicing Software? A 2026 Guide for Indian Businesses
What is e-invoicing software? A clear 2026 guide to how it generates IRN and QR codes, who must comply, and the features that actually matter.
Practice ManagementTop 10 Practice Management Software for CA Firms in India (2026)
An honest rundown of the top 10 practice management software options for Indian CA firms in 2026 — what each is best for and how they price.
GST & ComplianceBest GST Software for CA Firms & Tax Practitioners in India (2026)
An honest 2026 guide to the best GST software for CA firms — filing tools, billing apps and the practice tracker most firms pair to never miss a deadline.
GST & ComplianceGST Reconciliation Software: How to Match GSTR-2B With Your Purchase Register
A practising CA's step-by-step guide to GSTR-2B reconciliation — match GSTR-2B with your purchase register, protect your ITC, and follow up vendors.
GST & ComplianceTDS Return Filing Software for CA Firms in India (2026)
A practitioner's buyer's guide to TDS return filing software for Indian CA firms: forms 24Q/26Q/27Q/27EQ, FVU validation, Form 16/16A, and how to choose.
Practice ManagementCA Firm Compliance Calendar 2026-27: Every GST, ITR & TDS Due Date
A complete FY 2026-27 compliance calendar for Indian CA firms: every GST, TDS and income tax due date in monthly, quarterly and annual tables.
Practice ManagementHow Chartered Accountants Manage 500+ Clients Efficiently in 2026
A practical breakdown of how CA firms in India actually manage 500+ GST clients: the systems, the staffing, and the tools that make it work without chaos.
Practice ManagementFinexo vs Excel: Which is Better for Managing CA Practice in India?
Finexo vs Excel for CA practice management: when Excel works, when it breaks, and what switching actually looks like for Indian CA firms.
Practice ManagementHow to Choose Practice Management Software for Your CA Firm in 2026
What actually matters when picking practice management software for CA firms in India: the filters that separate CA-specific tools from generic CRMs.