Presenting:
Mate9
Your Smart Firm Manager
Helping Your Business Grow Online
Smart, secure, and customizable web-based workflow app for CA firms and other service-based professionals.
Get StartedThe Problem
Are you still using Excel and WhatsApp to manage clients?
Missed follow-ups? Scattered data?
There's a better way…
Mate9 is a smart, secure, and customizable
web-based workflow app for CA firms and other service-based professionals.
Why Mate9?
Live Demo
Dashboard Overview
Add Client
Task Tracker
Follow-up Section
Admin View
Benefits
📁 Client Management
Centralized. Simple. All records in one place, easily accessible anytime. Request a demo
🗂️ Task Tracker
Organized & Efficient. Know exactly what's pending, in progress, or done. See how it works
⏰ Smart Reminders
No More Missed Follow-ups. Never miss an important call or deadline. Get started
📊 Visual Insights
Stay Ahead with Data. Quick visual insights of task distribution. See insights
🛠️ Custom Made
Fits Your Workflow. Can be tailored to your firm's exact needs. Learn about customization
Why Choose Mate9?
Clean. Efficient. Purpose-Built. Perfect for CAs, lawyers, consultants, and more. Unlike other bulky CRMs or accounting tools, Mate9 is focused, clean, and efficient. It's not just made for CAs — any professional firm can use it to streamline their day-to-day operations.