CA Partner Program
Refer NGOs, get free Pro. Stackable.
Refer an NGO
Send them your CA referral link. We tag the signup to your firm automatically via the ?ref=ca_<your-id> URL parameter.
They activate Pro
Once the referred NGO upgrades to a paid plan and clears the 60-day retention window, the credit activates.
You get 3 months Pro free
Applied to your firm's CA-portal subscription. Stack indefinitely — one referral = 3 months, ten referrals = 30 months.
Eligibility: ICAI membership and an active CA-portal account on Donateazy.in. Subject to NGO retention (paid ≥ 60 days). Full terms shared on partner intake.
What you get
Multi-NGO dashboard
Switch between every client NGO without re-login. Per-NGO donation, expense, and compliance totals at a glance.
Pre-filled 10BD / 10BE
PAN-aggregated by donor across the FY, Section 80G(5D) cash limits pre-applied, ready for IT portal upload.
FCRA renewal alerts
FC-3C renewal at T-90 days, FC-6 quarterly schedules, FCRA designated-account routing audit.
ITR-7 prep
Schedule J, K, LA, and Part B-TI pre-populated from the donation register. Reconcile against R&P before filing.
ThynkTax dispatch
One-click route the filing pack to the ORIS ThynkTax engine for the legal review step.
Audit pack export
Year-end ZIP: bank reconciliations, receipt register, expense vouchers, FCRA pack, signed PDFs.
Why CAs choose Donateazy
15 reasons your firm runs faster with Donateazy.
For CAs serving 5+ NGO clients, the platform delivers practice-level leverage - not just per-NGO software.
Bulk 10BD CSV filing
One click bulk-generates Form 10BD CSVs across the entire client portfolio. Saves roughly 2 hours per NGO per year - 20 hours/year for a 10-NGO practice.
Portfolio-wide compliance calendar
Every NGO's upcoming 10BD, 10BE, FC-4, CSR-1, 12AB renewal in one dashboard. Removes "we missed it" client moments.
Audit-correct 80G receipts
Auto-issued + auto-reconciled against 10BD. Stop chasing NGOs for donor lists. Save ~5 hours/NGO/year in back-and-forth email.
Single sign-on, role-scoped access
CA staff get view-only or filing-only access per client. Replaces 10 sets of NGO login credentials in a shared spreadsheet.
Whitelabel under your firm
Donation pages and compliance dashboards branded "Powered by Mehta & Associates" (or your firm). The CA becomes the platform.
Flexible billing
Per-NGO direct billing OR bundle into your firm-level compliance fee. New revenue line, simpler invoicing.
ITR-7 prep handoff
10BD data + statutory reports (I&E, R&P, balance sheet) flow straight into ITR-7. Annual close cycle shortened by days.
Per-client document vault
Donor records, receipts, board resolutions, filings - accessible to you on demand. Replaces "please send the donations Excel" emails.
FCRA quarterly window monitoring
FC-3C and FC-4 alerts before deadlines. Avoid the ₹50K–₹5L late-filing penalties that hit FCRA NGOs.
Audit trail with QR-verifiable receipts
Every change logged. Every receipt has a QR for donor verification. Your defense in scrutiny disputes.
Form templates auto-updated
When CBDT or MCA21 change form schemas, Donateazy ships the update. You don't maintain Word/Excel templates.
10-minute NGO onboarding
Replace Tally + Excel + WhatsApp-receipt-script bootstrap with a sign-up flow. Faster client-add to revenue.
Lead generation
NGOs that onboard to Donateazy without an existing CA can be matched to firms in the directory. Warm prospect pipeline.
Multi-NGO portfolio reporting
Aggregate metrics across your practice: total donations, filings completed, FCRA renewal calendar. Useful for practice-level reviews.
Compliance Autopilot for junior staff
Junior drafts; you review and approve; nothing files without CA sign-off. Junior leverage without compromising control.
Already invited?
If an NGO has shared a CA-portal invite link, accept it there. Otherwise, request access and we'll wire you up to the right client trees.
Sign in Request access