Finance and compliance case study
A verified CA and CS marketplace for tax and corporate compliance
CAONWEB connects businesses and individuals across India with chartered accountants, company secretaries and compliance professionals.
The problem
Finding a qualified compliance professional was a matter of local contacts and word of mouth. Clients could not confirm credentials before engaging, and professionals outside the major metros had no way to reach clients beyond their own city.
What we built
- A directory of verified chartered accountants and company secretaries
- Service workflows covering company formation, GST registration, income tax filing and trademark applications
- Credential verification, so a client can see qualifications before engaging
- Enquiry routing and engagement management between client and professional
What made it hard
A professional services marketplace has to solve trust at every layer. A client needs to know the person they are about to hand their filings to is genuinely qualified — and the professional needs onboarding fast enough to be worth doing at all. Tighten one and you lose the other.
How we built it
- Credential verification that validates qualifications without making onboarding a project in itself
- A review and rating system tied to verified engagements rather than open comment
- A service catalogue with defined scope, transparent pricing and guided intake forms, to cut the back-and-forth before work starts
- Search that surfaces the professionals relevant to the query rather than the most recently added
- Secure document exchange, digital engagement agreements and in-platform messaging, so the whole engagement stays trackable
Who it is for
Businesses and individuals who need company formation, GST, tax filing or trademark work done properly — and chartered accountants and company secretaries who want reach beyond their own city.
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