CAtrak Help Center

Question 1

How do I add a client in CAtrak?

Accepted Answer

Add clients individually by entering their business name and GSTIN — entity type, state, and GST scheme auto-fill. Or bulk import via CSV to onboard 50+ clients at once. Deadlines are generated instantly for each client.

Question 2

How are compliance deadlines calculated in CAtrak?

Accepted Answer

When you add a client with their entity details and GSTIN, CAtrak auto-detects their GST scheme (Regular, Composition, QRMP), entity type, and state. It then applies 44+ built-in compliance rules to generate 12 months of deadlines covering GST, TDS, TCS, Income Tax, ROC, PF, ESI, and Professional Tax.

Question 3

How do WhatsApp reminders work in CAtrak?

Accepted Answer

CAtrak integrates with the Meta WhatsApp Business API to send automated reminders to your clients at 7, 3, and 1 day before each deadline. Clients receive the reminder on WhatsApp and can reply to confirm filing status. All conversations are logged in CAtrak.

Question 4

What is AIntern in CAtrak?

Accepted Answer

AIntern is CAtrak's AI compliance assistant. It can mark filings as complete, create invoices, answer compliance questions, and look up deadlines — all through natural language. Ask it questions like 'mark GSTR-3B filed for Sharma Enterprises' or 'create invoice for ABC Ltd'.

Question 5

What actions can AIntern take?

Accepted Answer

AIntern can mark deadlines as filed, create invoices for clients, generate compliance calendars, log CPE hours, look up deadline due dates, and answer regulatory questions about GST, TDS, and Income Tax filing requirements.

Question 6

What plans are available on CAtrak?

Accepted Answer

CAtrak has a free plan with core compliance calendar and deadline tracking. The Professional plan adds WhatsApp Business reminders, AIntern AI assistant, client document portal, auto-invoicing, escalation sequences, and priority support.

Question 7

What is the client document portal?

Accepted Answer

The document portal lets your clients upload files directly to CAtrak via a secure magic link — no login required for clients. Documents are organized by client and compliance type, so you can see what's been submitted and what's missing.

Question 8

How does auto-invoicing work in CAtrak?

Accepted Answer

When you mark a filing as done, CAtrak can auto-generate an invoice for that client. Invoices use auto-numbering with financial year prefix, and you can track payment status (paid, pending, overdue) and send invoices via email.

Question 9

How do I set up reminders in CAtrak?

Accepted Answer

Go to Settings and configure reminder preferences per entity. Choose the channel (Email, WhatsApp, or Both) and timing (7 days, 3 days, 1 day before deadline). Reminders are sent automatically — no manual action needed.

Question 10

How is my data protected in CAtrak?

Accepted Answer

CAtrak uses Supabase (hosted PostgreSQL) with row-level security, HTTPS everywhere, HMAC-validated webhooks, CSRF protection, and rate limiting. Your data stays in India and belongs to you. You can export or delete your data at any time.

Question 11

How do I track CPE hours in CAtrak?

Accepted Answer

CAtrak tracks CPE (Continuing Professional Education) hours for CAs. Log structured and unstructured CPE hours, track progress toward the annual requirement, and monitor Certificate of Practice (COP) renewal dates.

Question 12

Can I export my data from CAtrak?

Accepted Answer

Yes. You can export all your data in JSON format at any time from Settings. This includes clients, deadlines, invoices, documents, and all associated data. CAtrak complies with DPDP (Digital Personal Data Protection) requirements.