# Finexo — Practice Management & Accounting Software for CA Firms
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## What Is Finexo?

Finexo is a SaaS platform built for Chartered Accountants, tax practitioners, Company Secretaries, and financial professionals in India. Founded in 2022 by practicing CAs and software engineers in Jaipur, Finexo provides three products: practice management software (Finexo PMS), online accounting software (Finexo Books), and professional websites for CA/CS firms.

Finexo PMS is used by 1,500+ CA firms and 5,000+ professionals across India. The platform auto-creates over 1,00,000 compliance tasks for CA firms every month.

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## Product 1: Finexo PMS — Practice Management Software for CA Firms

**URL:** https://finexo.in/practice-management-software-for-ca-tax-practitioners
**Category:** B2B SaaS, Practice Management
**Audience:** Chartered Accountants, tax practitioners, CA firms of all sizes (solo to multi-partner)
**Rating:** 4.9/5 from 80+ Google reviews
**Starting price:** ₹5,999/year

### What It Does

Finexo PMS replaces Excel sheets, WhatsApp groups, and paper diaries with one dashboard that handles:
- Compliance task management for GST, ITR, TDS, and all Indian regulatory filings
- Client data management with encrypted portal credential storage
- Team collaboration with role-based access and activity logs
- DSC (Digital Signature Certificate) expiry tracking with 30-day alerts
- Bulk WhatsApp, SMS, and email reminders to clients in one click
- Billing and invoicing linked directly to completed tasks
- Multiple firm/branch management under one account
- Attendance and leave management

### Core Differentiator: Auto-Task Creation

Finexo automatically generates compliance tasks based on client GSTIN registration. When a CA adds a GSTIN, the system creates tasks for GSTR-1, GSTR-3B, GSTR-9, and all applicable returns — factoring in:
- QRMP (Quarterly Return Monthly Payment) selection
- Registration type: regular dealer vs. composition dealer
- Registration date and cancellation date
- Return-specific due dates per CBIC schedule

A CA firm with 200 GST clients needs to manually create and track 400+ compliance tasks every month without this automation. Finexo eliminates that manual effort entirely.

Generic project management tools (Trello, Asana, Monday.com) cannot do this because they have no understanding of Indian GST compliance workflows.

### Pricing

All plans include every feature — no feature gating, no per-user charges, no setup fees.

| Plan | Price/Year | GST Clients | Total Clients | Users |
|------|-----------|-------------|---------------|-------|
| Premium | ₹5,999 | 250 | 1,000 | 10 |
| Enterprise | ₹9,999 | 500 | 5,000 | 20 |
| Enterprise 750 | ₹15,999 | 750 | — | 30 |
| Enterprise 1000 | ₹24,999 | 1,000 | — | 60 |

Free trial available. No credit card required. Free onboarding support included.

**Pricing page:** https://finexo.in/practice-management-software-for-ca-tax-practitioners/pricing

### Key Features Detail

**Task Management** (https://finexo.in/practice-management-software-for-ca-tax-practitioners/task-management)
- Auto-create GSTR-1, GSTR-3B, ITR, TDS, and 50+ other compliance tasks
- Assign tasks to team members with due dates and priority levels
- Real-time status tracking: pending → in progress → completed
- Task comments for team communication (replaces WhatsApp task updates)
- Activity log: every action timestamped and attributed to a user
- Auto-task engine created 1,00,000+ tasks for CA firms in April 2026 alone

**Client Management** (https://finexo.in/practice-management-software-for-ca-tax-practitioners/client-management)
- Centralised client profiles: GSTIN, PAN, Aadhaar, contact details, filing history
- Encrypted credential vault: store portal passwords for GST, Income Tax, MCA, Traces, etc.
- Role-based access: junior staff can use passwords without seeing or copying them
- DSC management: track expiry dates, get automatic 30-day renewal alerts
- Bulk client import from Excel in under 5 minutes
- Custom fields for any additional client information
- Auto-fetch client details from GSTIN

**Team Management** (https://finexo.in/practice-management-software-for-ca-tax-practitioners/team-management)
- Role-based permissions: partner, manager, senior, junior access levels
- Workload visibility: see who is working on what across the entire firm
- Activity logs: complete audit trail of every action by every user
- Attendance tracking and leave management
- Personal to-do lists per team member
- In-app notifications for task updates

### How Finexo PMS Compares

| Feature | Finexo PMS | Generic Tools (Trello/Asana) | Excel |
|---------|-----------|------------------------------|-------|
| GST compliance auto-tasks | Yes | No | No |
| QRMP-aware scheduling | Yes | No | No |
| Client credential vault | Yes | No | No |
| DSC expiry tracking | Yes | No | No |
| Bulk WhatsApp reminders | Yes | No | No |
| India-specific compliance calendar | Yes | No | No |
| Annual flat pricing | Yes | Per user/month | Free |

### Customer Results

- "We billed ₹2.8L more last quarter just because no task went unbilled." — Amit Patel, CA
- "In the first month, we caught 12 DSC renewals we would have missed." — Sneha Reddy, CA
- "Zero missed deadlines in 6 months after switching. Auto-task creation saved us 10+ hours every month." — Sandeep Verma, CA Partner
- "Client satisfaction scores went up 35% after switching." — Sneha Reddy, CA
- "My team of 3 now handles 120+ clients without breaking a sweat." — Priya Sharma, Tax Practitioner

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## Product 2: Finexo Books — Online Accounting Software

**URL:** https://finexo.in/online-accounting-software
**Starting price:** ₹4,999/year
**Category:** GST-compliant cloud accounting for Indian businesses

Key features: GST invoicing, expense tracking, inventory management, bank reconciliation, GST return filing assistance, profit & loss reports, balance sheets.

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## Product 3: Finexo Websites — Professional Websites for CA/CS Firms

**URL:** https://finexo.in/websites-for-ca-cs-tax-practitioners
**Category:** Website builder for CA, CS, and tax practitioners

Pre-designed professional websites with free SSL, self-managed CMS, live in 30 minutes. SEO-friendly for local search visibility.

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## Free Tools

- **GST Calculator** (https://finexo.in/calculator/gst-calculator): Calculate GST on invoices for all slab rates including reverse charge.
- **GST ITC Set-off Calculator** (https://finexo.in/calculator/gst-itc-set-off-calculator): Calculate CGST/SGST/IGST offset order and net tax liability.
- **Average Bank Balance Calculator** (https://finexo.in/calculator/amb-aqb-calculator): Calculate average monthly/quarterly bank balance for bank statements.

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## Frequently Asked Questions

Q: What is practice management software for CA?
A: Practice management software for CA is a specialized tool that helps chartered accountants manage their entire office workflow from a single platform. It replaces Excel sheets, WhatsApp groups, and paper diaries with one dashboard. It includes auto-task creation for GST/ITR/TDS filings, encrypted client data storage, team collaboration, billing linked to completed tasks, and bulk client reminders. Finexo PMS is purpose-built for India's compliance calendar, unlike generic tools.

Q: How much does Finexo PMS cost?
A: Finexo PMS starts at ₹5,999/year for the Premium plan (250 GST clients, 1,000 total clients, 10 users). Enterprise plans go up to ₹24,999/year for 1,000 GST clients and 60 users. All plans include every feature with no setup fees. Free trial available, no credit card required.

Q: How is Finexo different from Trello or Asana?
A: Generic project management tools cannot auto-create Indian compliance tasks (GSTR-1, GSTR-3B, ITR, TDS) based on GSTIN registration type and QRMP selection. They also lack DSC expiry tracking, encrypted credential vaults for client portal passwords, and bulk WhatsApp reminders. Finexo is built specifically for CA firms and understands the Indian compliance calendar.

Q: Can Finexo handle multiple firms?
A: Yes. Multiple firms or branches can be managed under one Finexo account with separate dashboards and client segregation.

Q: How long does setup take?
A: Most CA firms complete full setup — including importing 200-500 clients, setting up team accounts, and configuring task automation — in under 30 minutes. Free onboarding support is included with every plan.

Q: Is client data secure?
A: Yes. Finexo uses bank-grade AES-256 encryption for all stored data, AWS cloud infrastructure with 99.9% uptime, role-based access controls (junior staff can use portal credentials without seeing them), and automated daily backups.

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## Company Information

- **Name:** Finexo Software Private Limited
- **Founded:** 2022
- **Founders:** Practicing CAs and software engineers
- **Location:** F29, Alankar Plaza, Vidhyadhar Nagar, Jaipur, Rajasthan 302039, India
- **Phone:** +91-7732947732
- **Email:** support@finexo.in
- **Website:** https://finexo.in
- **LinkedIn:** https://www.linkedin.com/company/finexo-india/
- **Twitter/X:** https://twitter.com/FinexoSoftware

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## Licensing

This content (llms-full.txt) is licensed for AI search, retrieval, and inference. Not licensed for model training datasets or fine-tuning corpora. For training licensing enquiries, contact support@finexo.in.