Question 1

What is OkCA?

Accepted Answer

OkCA is a technology platform for chartered accountant and tax-professional firms in India — a client portal, document handling, WhatsApp reminders and a firm website, in one place. OkCA is not itself a CA firm and does not perform any filing, audit or advisory work; every service on the platform is delivered by the listed firm, not by OkCA.

Question 2

Who is OkCA for?

Accepted Answer

Small and mid-sized CA and tax-professional practices in India that want a client portal, a public website, and structured document handling without running several separate tools. It is built around a firm's existing client relationships, not around replacing them.

Question 3

Is OkCA itself a Chartered Accountant firm?

Accepted Answer

No. OkCA is a technology platform, registered as OKCA (OPC) Private Limited. It lists and supports independent CA and tax-professional firms; it does not hold a Certificate of Practice and does not itself provide any Chartered Accountant service.

Question 4

How do I sign up my firm?

Accepted Answer

From OkCA's "Join as a firm" page. A firm sets up its profile, connects the features it wants (client portal, WhatsApp, Drive), and can invite staff and clients once it's ready.

Question 5

What's included when I join?

Accepted Answer

A firm workspace covering client and entity records, a compliance deadline tracker, a client portal, document handling, and an optional public firm website. Which individual features (Drive sync, WhatsApp, e-sign) a firm turns on depends on what it connects.

Question 6

What does OkCA cost?

Accepted Answer

OkCA's plans are confirmed at signup and shown in a firm's own Settings once configured; this FAQ does not carry a number because plans are set centrally and can change. A firm with no active plan is not blocked — some limits (like staff seats) simply don't apply until a plan is chosen.

Question 7

How does billing work?

Accepted Answer

Subscriptions are billed through Razorpay, including UPI Autopay, on a monthly or yearly cycle depending on the plan a firm picks. A firm can view and cancel its subscription from Settings at any time.

Question 8

If I use the marketplace to sell services, does OkCA take a commission?

Accepted Answer

A firm's marketplace storefront is billed separately from its subscription; commission terms (if any) are disclosed to a firm before it activates order-taking, and any platform fee to a client is always shown as its own line item, never folded into the firm's price.

Question 9

Can I try OkCA without paying?

Accepted Answer

A firm without an active subscription is not locked out — plan limits only start applying once a firm is on a plan. Talk to OkCA directly about a trial or a grandfathered start.

Question 10

What can my clients do in the portal?

Accepted Answer

See the entities and compliance periods a firm has set up for them, track what's pending, and (for family relationships) view multiple related entities in one account. What appears depends on what the firm has entered.

Question 11

How does a client sign in?

Accepted Answer

By email invite today. A client set up by their firm receives an invitation and creates a password; there is currently no phone-only or WhatsApp-only sign-in.

Question 12

Can a client download their own documents from the portal?

Accepted Answer

Only for documents attached to a marketplace order today; document access for the day-to-day compliance side of the portal is a known gap OkCA is working on, not yet available for every document type.

Question 13

How does Google Drive migration work?

Accepted Answer

A firm connects its own Google account and picks the Drive folders it wants OkCA to read; OkCA never edits or deletes anything inside a firm's own Drive, only reads metadata and, where authorised, file content, into the firm's OkCA records. This feature requires a Google connection to be set up for a firm before it becomes active.

Question 14

Can clients or staff upload documents directly into OkCA?

Accepted Answer

Document intake today works through connected channels (WhatsApp, Drive) that a firm sets up; a direct upload button inside the portal itself is on OkCA's roadmap rather than available on every screen yet.

Question 15

Does OkCA alter anything in my firm's Google Drive?

Accepted Answer

No. OkCA only reads what a firm has explicitly shared through the folder picker; it does not rename, move, or delete anything in the firm's own Drive.

Question 16

Does OkCA work with WhatsApp?

Accepted Answer

Yes, in two ways. A firm on the ordinary free WhatsApp Business App gets ready-made message text and a click-to-chat link/QR code to send by hand. A firm on the WhatsApp Business Platform (API) can additionally have OkCA send automated reminders and take document uploads through a chatbot — this needs a WhatsApp Business Platform connection to be set up for that firm.

Question 17

Will my clients get automated WhatsApp reminders as soon as I join?

Accepted Answer

Only once your firm has a WhatsApp Business Platform connection configured and your clients have given consent to be contacted that way; without that connection, WhatsApp features are the manual click-to-chat kind.

Question 18

Is my clients' data private to my firm?

Accepted Answer

Yes. Every firm's data is isolated at the database level; no other firm using OkCA can see your clients, entities or documents.

Question 19

Is OkCA DPDP-compliant?

Accepted Answer

OkCA has a consent framework built around India's Digital Personal Data Protection Act — clients grant specific consent for how their data (like WhatsApp document delivery) is used, and a firm can see what consent has and hasn't been captured.

Question 20

What is "beta mode" and does it affect me?

Accepted Answer

Beta mode is a platform-wide notice that OkCA is still actively changing, and while it's on, certain non-financial records (never orders, payments or invoices) can be deleted if needed. It does not mean invite-only, unavailable, or free — signups and billing work the same either way.

Questions, answered.

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Tax professionals