For CA associations and study circles

Chartered Accountants (CA) Association Software

Run a CA association or study circle from one place: member chartered accountants, membership types, fees, receipts, study-circle meetings and a report the treasurer can export, without a spreadsheet the secretary updates after tax season.

Book Free Demo WhatsApp Us

Setup in 1 day Your association’s name and logo Mobile app included

Indian chartered accountant office desk with ledgers, a calculator and evening lamp light

The problem

CA bodies keep other people’s books. Their own list is still Excel

Members are in practice. The honorary secretary is also in practice. The association work that remains is dues, a member list and a Saturday session, all competing with deadlines.

Membership number vs mobile number

The list is a phone book. When the body needs a proper member file, firm names and membership numbers are missing or duplicated.

Fellow, associate, student observer

Bye-laws have classes. The sheet has one fee, so billing arguments start every April.

Fees during filing season

Nobody has time to collect. Then everyone pays in a rush, and receipts are typed in a batch the treasurer hates.

Study circle on a Saturday

The hall is booked. Attendance is a signature. CPE is not in Associan, but the secretary still cannot say who came.

Members who want a proper receipt

A practising CA will not file a handwritten slip. The office types receipts one by one.

No pack for the managing committee

Paid, unpaid and attendance are three files. The sitting spends the first half reconstructing them.

How Associan helps

A member file a CA would accept for someone else

Each card is a feature that is live in Associan today. Associan does not track CPE hours or ICAI logins.

Joining form for practising CAs

A member applies with name, firm, GST if any, city and membership class, from the office or a phone.

Fees that match the classes

Set separate fees for associate, fellow and observer, each with its own duration.

Pay without finding the treasurer

UPI or card. Cheques at the study-circle desk are recorded against the same member.

A numbered PDF, not a slip

Every payment creates a receipt in the association’s name, which members can file.

Saturday session with a list

Put the study circle on the calendar, take RSVPs and scan passes at the door.

A pack before the sitting

Paid, unpaid and attendance export to Excel so the committee does not reconstruct them in the room.

See every Associan feature →

A month with Associan

After a deadline, without opening the association sheet

A new member applies after the return is filed, picks the associate class, and pays from the phone. The secretary reviews the application that weekend instead of collecting a form at the next study circle.

The Saturday session is on the calendar. RSVPs give a hall number. At the door a volunteer scans passes. Attendance is a list the next managing committee can open, even though CPE hours remain outside Associan.

The treasurer exports receipts and unpaid dues for the sitting. Members who asked for a proper receipt already have a PDF. There is no batch-typing night in March.

Where Chartered Accountants (CA) associations use it

New CA joining the body. Name, firm, city and membership class in one form.
Class-wise fees. Associate, fellow and observer types as in the bye-laws.
Study-circle Saturdays. RSVP and QR attendance for the hall.
Receipts members will file. Numbered PDFs in the association’s name.
Managing committee pack. Paid, unpaid and attendance in Excel.
Handover after the term. The next secretary logs in to the same file.

What changes

What honorary office bearers stop doing twice

Receipts without a typing batch

PDFs issue when the payment is recorded.

Classes that match the bye-laws

Associate and fellow are not billed the same by accident.

Saturdays with a real list

RSVP and check-in replace a signature pad.

A sitting that starts on the agenda

Exports replace reconstructing dues in the room.

How it works

From joining link to certificate

The same simple flow for every chartered accountant, set up for your association in about a day.

1
Share your joining link
Post it in your group or on your letterhead. Each chartered accountant fills the form on their phone.
2
Documents and details
Firm details, GST and the documents your committee needs are uploaded with the application.
3
Approve and collect
The committee approves and the fee is paid online, or recorded if paid by cash or cheque.
4
Certificate and pass
Membership number, PDF receipt, certificate and QR member pass are issued automatically.

Case study · 30-bungalow society, Ahmedabad

How Manthan Greens replaced receipt books and WhatsApp follow-ups

A small committee with volunteer office bearers moved dues, receipts, notices and meeting attendance onto Associan. The treasurer stopped matching payment screenshots, and every resident can see notices in one place instead of scrolling a busy group.

Read the case study →

Online payments with instant receipts
Notice board residents actually read
Meeting RSVPs and attendance
One record the next committee inherits

FAQ

Chartered Accountants (CA) association software: FAQs

What is CA association management software?

It is an app for local CA associations and study circles to manage member chartered accountants, membership types, fees, receipts, meetings and reports. It is not an ICAI or CPE portal.

Does Associan track CPE hours?

No. Associan records association membership, fees and meeting attendance. CPE remains on the platforms you already use.

Can associate and fellow members pay different fees?

Yes. Create membership types with their own fee, renewal fee and duration.

Can we record attendance at the study circle?

Yes. Meetings support RSVP and QR check-in with the member pass, then an attendance list you can export.

Do members get a receipt they can keep on file?

Yes. Every payment creates a numbered PDF receipt in the association’s name.

We are a city study circle, not a large body. Is it worth it?

Honorary secretaries feel the work most, especially around filing season. Setup takes about a day.

How do we see a demo?

Book a free demo or message us on WhatsApp. We will show Associan set up for a CA association, without claiming ICAI or CPE features.

For Chartered Accountants (CA) associations

Simplify your CA association with Associan

See how member CAs, receipts, study-circle meetings and committee reports look in one app. Free demo, setup in about a day.

Book a Free Demo Chat on WhatsApp