ERP for ROC & MCA Compliance
One system of record for your entire CS practice, covering filings, DIN & DSC, compliance calendar, maker-checker workflow, clients and billing.
No payment method to begin · UPI Autopay · GST-compliant invoices · Cancel anytime
30+
Modules
covering the full CS workflow
Mumbai
Data residency
ISO 27001 / SOC 2 cloud
UPI
Autopay-ready
via Razorpay Subscriptions
GST
Invoicing
with GSTIN on every bill
Who it's for
Solo CS
Stop juggling spreadsheets, WhatsApp threads and calendar alerts. Run your entire practice from one tool built specifically for your workflow.
- • Track every ROC deadline automatically
- • Client master with DIN/DSC expiry alerts
- • GST-compliant invoices via UPI
CS Firms (2–15+ people)
Maker-checker workflows, approval queues, team performance dashboards and seat-based billing, built for the way Indian practices actually operate.
- • Assign tasks with role-based permissions
- • Maker-checker review on every filing
- • Partner-level oversight with audit trail
How it works
From client onboarding to client billing, one system
Built around the actual daily workflow of a CS firm in India, not a generic task-manager retrofitted for compliance.
- 01
Import your clients
Bring in your entire client master in minutes: CIN/LLPIN, directors (with DIN), digital signatures, retainer terms, ROC, PAN. Bulk upload via CSV or add one-by-one.
- Company, LLP, OPC, Public Ltd
- Director + KYC mapping
- Client classification (C1–C4)
- 02
Compliance calendar drives the work
Every ROC, MCA, FEMA, MSME and GST deadline is mapped to each client. Tasks are auto-created, assigned to the right CS, and tracked through status with SLA timers.
- DIR-3 KYC, AOC-4, MGT-7, DPT-3, ADT-1…
- Auto-generated from task rules
- SLA by client class
- 03
Close the loop: file, review, bill
Submit filings, capture SRN + challan, run maker-checker review, then invoice in one flow. Every deadline your practice touches ends with a billable event tracked back to the originating task.
- SRN + payment status tracking
- Maker-checker approvals
- GST-compliant invoicing · UPI collection
Full feature set
Everything a CS practice needs, in one place
Not a generic task tool bolted onto compliance. Every module here exists because a CS firm needed it on a specific day of the financial year.
Compliance operations
Work that happens inside the regulatory clock
Compliance Calendar
Every ROC, MCA, FEMA, MSME and GST deadline mapped to each client and routed to the right team member. DIR-3 KYC, AOC-4, MGT-7, DPT-3, all tracked with SLA timers.
Compliance Board
Pre-built template workflows for MCA, FEMA, MSME, GST, Trademark, Incorporation, LEI, IEC, and TReDS. Spin up a new engagement in one click.
Form Filing Tracker
End-to-end tracking of every MCA filing with SRN, challan, amount paid, MCA approval status. Auto-generated from task pipeline.
DSC + DIN Registry
Live view of every DSC (expiry, class, token storage, reimbursements) and every DIN (KYC status, dates, designation). 30-day + 14-day + 7-day renewal reminders.
Practice management
The scaffolding of a growing CS firm
Client Master
Companies, LLPs, OPCs, public Ltd, each with CIN/LLPIN, directors, ROC, PAN, retainer terms, and classification (C1–C4 for partner review).
Tasks with Maker-Checker
Status pipeline enforced (not-started → in-progress → checker-review → completed). Partner review required on every filing. Full audit of who did what, when.
Team + Roles
Roles from Partner to Trainee, each with what-they-see-and-do permissions. Invite over email, track time, attendance, register in-out.
Meetings, Minutes, Resolutions
Meeting agendas, minute templates, resolution library. Generate board-ready minutes from a template in minutes, not hours.
Business operations
Turning compliance work into revenue
GST Invoicing
GST-compliant invoices with your GSTIN, client GSTIN for input tax credit, advance + balance tracking, overdue flags, and one-click UPI pay links.
Lead to Retainer Pipeline
9-stage lead tracker from capture to retainer-accepted. Convert an approved lead into a live client in one click; the retainer is already attached.
Expense Tagging
Tag every office expense to a client or internal bucket, mark reimbursable, attach receipts. Rolls into client statements at the period close.
Built-in Support
Raise a ticket from inside the app and get a reply from our team within 12 to 24 hours. Priority SLA on the Practice plan.
Regulatory coverage
Built for the Indian regulatory universe
Not generic "compliance software". Every form, deadline and workflow is mapped to the actual statutes your practice is accountable to.
Companies Act, 2013
AOC-4, MGT-7, DIR-3, DIR-3 KYC, ADT-1, DPT-3, CHG-1, INC-22, INC-20A, PAS-3, SH-4, SH-7, MGT-14
LLP Act, 2008
Form 8 (Statement of Account & Solvency), Form 11 (Annual Return), FiLLiP (Incorporation), RUN-LLP
FEMA + RBI filings
FC-GPR, FC-TRS, FLA Return, ODI, APR, ECB returns
MSME Development Act
MSME-1 (delayed payment return), Udyam Registration, Udyam update
CGST + State GST
Coordination window for CA: GSTR-1, 3B, 9, 9C deadlines, ITC reconciliation flags
Foreign Trade
IEC Registration, IEC Annual Update, AEO Certification coordination
Legal Entity Identifier
LEI Registration, LEI Renewal (annual), GLEIF status tracking
Trade Receivables Discounting
Platform onboarding (RXIL / M1xchange / Invoicemart), annual review
Sector-specific extensions (SEBI LODR for listed companies, IRDAI, SEZ compliance) are on the Q3 2026 roadmap. If you need one urgently, raise a ticket. We prioritise paid-partner requests.
Compliance calendar
Every deadline your practice is accountable to
Pre-seeded with the statutory calendar for FY 2026-27. Tasks auto-assigned to the right team member with SLA timers by client class.
| Due by | Form | What it is | Regulator |
|---|---|---|---|
| 31 May | Form 11 (LLP) | LLP Annual Return | LLP |
| 30 June | DPT-3 | Return of deposits | MCA |
| 30 June | FLA Return | Foreign Liabilities & Assets | FEMA |
| 30 Sept | DIR-3 KYC | Director KYC | MCA |
| 30 Sept | AGM | Annual General Meeting | MCA |
| 14 Oct | ADT-1 | Auditor Appointment | MCA |
| 30 Oct | Form 8 (LLP) | LLP Statement of Account | LLP |
| 30 Oct | AOC-4 | Annual Financial Statements | MCA |
| 29 Nov | MGT-7 | Annual Return | MCA |
| Monthly | MSME-1 | Delayed payment return | MSME |
| Annual | LEI Renewal | Legal Entity Identifier | LEI |
| Annual | IEC Renewal | Importer-Exporter Code | DGFT |
This is a subset. ComplyERP tracks 40+ recurring filings plus event-based triggers like share transfer (SH-4) and charge registration (CHG-1).
The honest comparison
Why not just use a spreadsheet?
Most CS firms in India run on Excel + WhatsApp + Google Calendar. It works, until a DSC expires, a DIN-3 KYC slips, or a partner-review step gets skipped.
| Spreadsheets + WhatsApp | Generic PM tool | ComplyERP | |
|---|---|---|---|
| Client master + directors | Fragmented across tabs | Basic CRM | CIN/LLPIN/DIN/DSC in one view |
| Compliance calendar | Manually maintained | Google Calendar alerts | Auto-seeded + SLA per client |
| DSC expiry tracking | WhatsApp reminders | Not supported | 30/14/7-day automated alerts |
| DIN KYC tracking | Spreadsheet per FY | Not supported | KYC due date + filed date per DIN |
| Maker-checker review | "Did you see my email?" | Optional plugin | Enforced in status pipeline |
| MCA SRN + payment tracking | Paste screenshots | Not supported | SRN + challan + status per filing |
| Role-based access | Share permissions hell | Basic | Partner / Sr CS / Junior / Trainee |
| Billing with GST | Word + PDF | External tool | GSTIN + UPI Autopay |
| Audit trail | Version history maybe | Partial | Every write logged with actor + diff |
| Data residency | Wherever Drive is | Usually US | Mumbai (ap-south-1) |
If you're exclusively doing one-off incorporations and have zero retainer clients, spreadsheets are probably fine. Anyone with 5+ retainer clients will see the ROI in their first missed-deadline-that-wasn't.
Integrations
Plays well with the tools you already use
Live today
On the roadmap
Need an integration that isn't listed? Tell us on the trial. Paid partners get priority.
Security & data sovereignty
Your clients' data, protected. Period.
CS professionals hold confidential corporate information. That's the point. Here's exactly how ComplyERP keeps it private, sovereign and auditable.
Hosted in India
Stationed in Mumbai. Your data never leaves the country. No cross-border data transfer, no US cloud, no surprises.
ISO 27001 · SOC 2 Type II cloud
Encrypted end-to-end
TLS 1.3 in transit. AES-256 at rest. Field-level encryption on PII (director PAN, DSC token numbers, financial amounts) with per-tenant keys derived from AWS KMS.
AES-256 · TLS 1.3 · per-tenant keys
Tenant isolation
Every database query is automatically scoped by your orgId at the repository layer. There is no code path where your data is visible to another firm.
Repository-level scoping
Role-based access
Partner, Sr CS, Junior CS, Trainee, each with per-module permissions for view, create, edit, delete, export. ABC classification and retainer amounts hidden from juniors.
Per-role per-module controls
Full audit trail
Every create, edit, approve, delete, comp grant, subscription change is logged with actor, timestamp, diff, and IP. Admin actions are immutable.
Write-once audit log
Export anytime
Download your complete dataset as CSV or JSON with one click. If you cancel, you keep read-only export access for 30 days. We never hold your data hostage.
CSV + JSON, no lock-in
Account protection
Bcrypt-hashed passwords. Signature-verified webhooks. Block-on-login for deactivated users. SUPER_ADMIN actions require re-authentication.
Bcrypt + HMAC · 30-min re-auth
Razorpay for billing
You never share your card or UPI with us. Razorpay holds the mandate, we hold a reference id. PCI-DSS compliance is Razorpay's responsibility, not yours.
PCI-DSS Level 1 provider
Desktop edition, coming soon
For firms that want ComplyERP fully on-device, we're building an Electron edition with a local database and optional cloud sync. In beta Q2 2026.
Coming soon
Roadmap
SOC 2 Type I audit in progress · ISO 27001 certification Q4 2026 · CERT-In empanelment on application
Simple pricing. Transparent. Indian.
7-day free trial. UPI Autopay, card, netbanking. GST invoices. Cancel anytime.
Solo
For the lone-wolf CS
or ₹2,999 / year, save ~17%
Start free trial- ✓ 1 user, unlimited clients
- ✓ All core modules
- ✓ Compliance calendar + filings
- ✓ DIN/DSC registry
- ✓ GST-compliant invoicing
- ✓ Email support (24h response)
Practice
For growing teams (2+ seats)
or ₹1,999 / user / year, save ~17%
Start free trial- ✓ Everything in Solo
- ✓ 2 to unlimited seats
- ✓ Maker-checker workflow
- ✓ Approvals queue & audit trail
- ✓ Team performance dashboards
- ✓ Priority support (12h response)
All prices exclusive of GST. Invoices include your business GSTIN for input credit. Add-ons: Extra storage ₹199 / 10 GB / mo, SMS/WhatsApp alerts ₹99 / mo.
FAQ
Real questions from CS professionals who've evaluated us
Is there a free trial? Do I need to enter a payment method to start? +
Yes, 7 days of full access. You can start without a payment method. When you're ready to continue, add UPI Autopay, card, or netbanking from the billing page. If you apply to the beta partner program, access is free for the duration of the beta.
How does UPI Autopay work for a business subscription? +
You authorise a mandate once in your UPI app (Google Pay, PhonePe, Paytm, BHIM). Razorpay debits the subscription amount automatically each billing cycle, with no action needed from you after setup. You can cancel the mandate from within your UPI app at any time; we'll detect it and pause your subscription.
Can I cancel anytime? What happens to my data? +
Yes. Cancel from the billing page and your access continues till the end of your paid period. After that, you keep read-only access for 30 days so you can export everything as CSV/JSON. Post that, your data is deleted from our cloud unless you've migrated to the upcoming Desktop edition.
Where is my data stored physically? +
In a MongoDB Atlas cluster hosted in Mumbai (ap-south-1), on ISO 27001 and SOC 2 certified infrastructure. Your data never leaves India. Field-level encryption on PII (director PAN, DSC token numbers, financial amounts) uses per-tenant keys derived from AWS KMS.
Do my invoices include GST and my GSTIN? +
Yes. Every Razorpay charge generates a GST-compliant invoice that includes your GSTIN so you can claim input tax credit. You set your GSTIN either at checkout or anytime from Settings → Billing Details. Changes apply to future invoices (past ones are legally immutable).
How is this different from a CA firm using Tally, Zoho, QuickBooks? +
Those are excellent for bookkeeping and GST. They are not designed for Company Secretary work. There's no DIN KYC tracking, no DSC expiry alerts, no MCA form filing tracker, no maker-checker workflow for partner review. ComplyERP coexists with Tally/Zoho; we're the practice-management layer, they're the accounting layer.
Does ComplyERP file forms directly on MCA V3 / ROC? +
Not yet. Today we track filings (SRN, challan, payment status, MCA approval). Direct MCA V3 API filing is on the Q3 2026 roadmap pending MCA's API access policy for third-party ERPs. Most of our partners find the tracking + auto-population of filing metadata already saves 60–70% of the ceremony.
Do you offer on-premise / desktop / self-hosted? +
A Desktop edition (Electron + local database, optional cloud sync) is in active development, targeted Q2 2026. For firms that can't use a cloud product today, email us for the beta. A few partner firms are already piloting it.
How many users can I add under Solo / Practice? +
Solo is a single seat. Practice starts at 2 seats and scales to unlimited: when you add a teammate, the subscription auto-bumps quantity via Razorpay and prorates the delta on your next cycle. You're never forced to upgrade upfront for people who haven't joined yet.
Is there a discount for annual billing? +
Yes. Pay annually and get ~17% off (effectively 2 months free). Available on both Solo (₹2,999 / year) and Practice (₹1,999 / user / year).
How does support work? +
Raise a ticket from inside the app (look for Support in the sidebar). Solo plan gets a reply within 24 hours. Practice plan has a 12-hour SLA. For beta partners, you have direct access to the product team on WhatsApp.
What about the maker-checker workflow, is partner review actually enforced? +
Yes. Tasks have an enforced status pipeline: not-started → in-progress → checker-review → completed. You can't skip steps. Partners (or anyone with the Admin role) review filings in a dedicated queue. Every approval is audit-logged with actor, timestamp, and diff.
Can I invite a teammate with limited access, say only their clients? +
Roles are Partner / Sr CS / Junior CS / Trainee. Juniors don't see client classification (C1–C4), retainer amounts, or the firm's financial aggregate. Partners + Admins see everything.
Is there a way for my clients (the corporates) to have a portal? +
A white-label client portal (read-only for your corporates to track their filings) is on the roadmap for Q3 2026. Right now, you can export a per-client PDF status report in one click.
Ready to run a tidier practice?
Join the CS professionals already using ComplyERP to stop missing deadlines and stop losing track of client work.