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Vittro Product

Vittro CRM

Manage clients, services, follow-ups and compliance deadlines from one simple dashboard.

Vittro CRM is built for CA firms and tax practitioners — keep every client, due date, document and team task in one place, and bill for the work without losing hours to admin.

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Vittro CRM access is approval-based. Request access or book a demo, and our team will share login details after onboarding.
Vittro CRM
Practice Dashboard
May 2026
Active Clients
128
+6 this month
Open Tasks
37
9 due this week
DSC Expiring
4
In 30 days
Compliance calendar
All tasks
  • GSTR-3B filing
    Sharma & Co.
    AR
    May 20
  • TDS payment Q4
    Krishna Pvt Ltd
    SP
    May 07
  • ROC – DIR-3 KYC
    Meera Industries
    RM
    Jun 30
Team load: 3 partners, 8 staff. Workload balanced across GST, TDS and ROC desks.

What Vittro CRM does

Vittro CRM is built for CA firms and tax practitioners — keep every client, due date, document and team task in one place, and bill for the work without losing hours to admin.

Key features

  • Client master with entity & contact details
  • Compliance calendar (GST, TDS, ROC, IT)
  • Document repository per client
  • DSC tracking with expiry alerts
  • Team task assignment & status
  • Internal notes & client communication log
  • Time & engagement tracking
  • Practice billing & invoicing
  • Role-based access for partners & staff

Who Vittro CRM is for

  • Practising Chartered Accountants
  • Tax consultants & GST practitioners
  • Accounting & compliance firms
  • Multi-partner CA offices
  • Outsourced finance teams

Benefits of using Vittro CRM

Never miss a due date

Statutory calendar across GST, TDS, ROC and Income-tax with reminders for partners and staff.

Documents where you need them

Per-client vault for KYC, returns, financials and DSC files — instantly searchable.

Run the firm, not just the work

Visibility into who is doing what, what is pending, and what has been billed.

Implementation & support by Anagha Solutions

Vittro CRM is implemented and supported directly by the Anagha Solutions team — you get a single point of accountability for setup, training, statutory updates and day-to-day issues.

Hands-on implementation

Anagha Solutions sets up your masters, chart of accounts and rules — so you start from a clean, compliant base.

Team training

Role-wise training for owners, accountants and ops staff so adoption sticks beyond go-live.

Ongoing support

Email, phone and WhatsApp support during business hours, with priority response on plans.

Compliance updates

Statutory and rate changes (GST, TDS, PF, ESI, PT) tracked and rolled into your setup.

Get started with Vittro CRM

Book a guided walkthrough with our team to see how Vittro CRM fits your practice — clients, compliance calendar, documents and team tasks in one place.

Book CRM Demo Request Access Open Vittro CRM

See Vittro CRM in action

Book a personalised demo with our team or message us on WhatsApp — we will walk you through your exact use case.

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Frequently asked questions