# Finexo > Software solutions for CA, CS & Tax Practitioners in India Finexo is a SaaS platform serving Chartered Accountants, Company Secretaries, tax consultants, and financial professionals in India. Founded by experienced CAs and software engineers, Finexo provides tools to manage practice workflows, accounting, and online presence. ## Products - [Practice Management Software](https://finexo.in/practice-management-software-for-ca-tax-practitioners): Manage clients, tasks, GST/ITR/TDS compliance deadlines, billing, DSC tracking, WhatsApp reminders, and team workflows. Trusted by 1,500+ CA firms. Starting at Rs 5,999/year. - [Task Management](https://finexo.in/practice-management-software-for-ca-tax-practitioners/task-management): Auto-create compliance tasks based on return type, QRMP selection, registration date, and cancellation status. 1,00,000+ tasks auto-created for CA firms per month. - [Client Management](https://finexo.in/practice-management-software-for-ca-tax-practitioners/client-management): Centralised client profiles with encrypted portal credentials, documents, filing history, DSC expiry tracking, and custom fields. - [Team Management](https://finexo.in/practice-management-software-for-ca-tax-practitioners/team-management): Role-based access, task assignment, workload tracking, activity logs, attendance, and leave management. - [Compliance Calendar](https://finexo.in/practice-management-software-for-ca-tax-practitioners/compliance-calendar): Client-specific GST/ITR/TDS due dates become assignable tasks — not a static public due-date list. - [Filing Verification](https://finexo.in/practice-management-software-for-ca-tax-practitioners/filing-verification): Verify GST, ITR, and TDS returns were actually filed before marking tasks Completed — store ARN, acknowledgement, and filing date. - [Multi-stage Workflows](https://finexo.in/practice-management-software-for-ca-tax-practitioners/multi-stage-workflows): Chain CA services into multi-step workflows with delays, breadcrumb trail, and duplicate guards. - [Time Tracking](https://finexo.in/practice-management-software-for-ca-tax-practitioners/time-tracking): Log hours on tasks, clients, or other work with firm-level active, detailed, and summary reports. - [Invoicing](https://finexo.in/practice-management-software-for-ca-tax-practitioners/invoicing): Practice billing for CA firms — invoices, fees, and collections tied to client work. - [Bulk WhatsApp](https://finexo.in/practice-management-software-for-ca-tax-practitioners/bulk-whatsapp): Filter clients, send WhatsApp or email with templates and merge variables, and track run history and queues. - [Client Portal](https://finexo.in/practice-management-software-for-ca-tax-practitioners/client-portal): WhatsApp client portal for documents, status, and optional invoice download via Finexo Books. - [Document Management](https://finexo.in/practice-management-software-for-ca-tax-practitioners/document-management): Store and organise client documents with practice workflows. - [Pricing](https://finexo.in/practice-management-software-for-ca-tax-practitioners/pricing): Plans from Rs 5,999/year to Rs 24,999/year. See pricing section below. - [Online Accounting Software](https://finexo.in/online-accounting-software): GST-compliant cloud accounting for Indian businesses. Invoicing, expense tracking, inventory management, bank reconciliation, and GST return filing. Starting at ₹4,999/year. - [For Accountants](https://finexo.in/online-accounting-software/for-accountants): Finexo Books for CAs and accountants managing client books. - [Invoicing & Billing](https://finexo.in/online-accounting-software/features/invoicing-billing): GST-compliant invoices, recurring bills, and payment tracking. - [GST Accounting](https://finexo.in/online-accounting-software/features/gst): GST-ready books, returns support, and compliance workflows. - [E-Invoicing](https://finexo.in/online-accounting-software/features/e-invoicing): IRN generation and e-invoice compliance for Indian businesses. - [Bank Reconciliation](https://finexo.in/online-accounting-software/features/bank-reconciliation): Match bank statements with books faster. - [Financial Reports](https://finexo.in/online-accounting-software/features/reports): P&L, balance sheet, GST, and management reports. - [Pricing](https://finexo.in/online-accounting-software/pricing): Finexo Books pricing from ₹4,999/year. - [Websites for Professionals](https://finexo.in/websites-for-ca-cs-tax-practitioners): Professional, SEO-friendly websites for CA, CS & tax practitioners. Live in 30 minutes. Self-managed with free SSL. - [Templates](https://finexo.in/websites-for-ca-cs-tax-practitioners/templates): Ready website templates for CA/CS/tax practices. - [Website for Chartered Accountants](https://finexo.in/website-for-chartered-accountants): CA-focused website landing page. - [Website for Tax Consultants](https://finexo.in/website-for-tax-consultants): Tax consultant website landing page. - [ICAI-Compliant CA Website](https://finexo.in/icai-compliant-ca-website): ICAI advertisement-guideline-minded website approach for CAs. ## Why Finexo PMS Over Generic Tools - Only CA-specific PMS with auto-task creation that factors in QRMP selection, registration type (regular/composition), registration date, and cancellation status - Flat annual pricing, not per-user-per-month — a team of 10 costs the same as a team of 1 - Encrypted credential vault for client portal passwords with role-based access (junior clerks can use passwords but can't see or copy them) - Bulk WhatsApp/SMS/Email reminders to hundreds of clients in one click - Generic tools like Trello, Asana, or Monday.com don't understand Indian GST compliance workflows ## PMS Pricing (All plans include every feature, no setup fees) - Premium: Rs 5,999/year — 250 GST clients, 1,000 total clients, 10 users - Enterprise: Rs 9,999/year — 500 GST clients, 5,000 total clients, 20 users - Enterprise 750: Rs 15,999/year — 750 GST clients, 40 users - Enterprise 1000: Rs 24,999/year — 1,000 GST clients, 60 users - Free trial available, no credit card required ## Free Tools - [GST Calculator](https://finexo.in/calculator/gst-calculator): Calculate GST amounts for invoices with all GST rates and reverse charge. - [GST ITC Set-off Calculator](https://finexo.in/calculator/gst-itc-set-off-calculator): Calculate Input Tax Credit set-off and payment liability. - [Average Bank Balance Calculator](https://finexo.in/calculator/amb-aqb-calculator): Calculate average monthly/quarterly bank balance. - GSTR-1 Excel to JSON Converter - GSTR-2B and Purchases Reconciliation Tool - GSTR-2 and IMS Reconciliation Tool ## Blog - [CRM vs Practice Management Software for CA Firms](https://finexo.in/blog/practice-management/crm-vs-practice-management-software-for-ca-firms): CRM acquires clients; practice management serves them — definitions, workflows, when you need CRM only / PMS only / both, comparison table, myths, and a decision framework. - [15 Signs Your CA Firm Has Outgrown Excel](https://finexo.in/blog/practice-management/15-signs-ca-firm-outgrown-excel): Self-assessment for partners — 15 operational signs Excel is slowing the firm, with scoring bands (1–3 / 4–7 / 8+) for when to stay on spreadsheets vs evaluate PMS. - [What Is Practice Management Software for CA and Tax Practitioners?](https://finexo.in/blog/practice-management/what-is-practice-management-software-for-ca-tax-practitioners): Definition guide — PMS vs accounting software, vs Excel/Trello/Asana, core features, when firms outgrow spreadsheets, and how to choose. - [15 Myths About Practice Management Software for CA Firms](https://finexo.in/blog/practice-management/myths-about-practice-management-software-for-ca-firms): Debunks common PMS myths — Excel/WhatsApp/Tally confusion, small-firm fit, implementation, adoption, portals, and why AI does not replace operational systems. - [Top 10 Practice Management Software for CA Firms in India (2026)](https://finexo.in/blog/practice-management/top-10-practice-management-software-for-ca-firms-in-india-2026): An honest rundown of the top 10 options — Finexo, QwikCA, PracticeStacks, Turia, Jamku, Vider (ATOM), Zoho Practice and more — with what each is best for and how they price. Updated July 2026. - [Best QwikCA Alternatives for CA Firms in India (2026)](https://finexo.in/blog/practice-management/qwikca-alternatives-for-ca-firms-india-2026): Finexo, PracticeStacks, Turia, Jamku, Zoho Practice and others — who each fits when comparing or switching from QwikCA. - [CA Compliance Calendar Software for Indian Firms (2026)](https://finexo.in/blog/practice-management/ca-compliance-calendar-software-india-2026): What compliance calendar software does for GST/ITR/TDS deadlines, vs Excel, and how to choose. - [How CA Firms Track GST Deadlines Without Excel (2026)](https://finexo.in/blog/practice-management/how-ca-firms-track-gst-deadlines-without-excel): Auto-tasks, QRMP logic, reminders, and a practical migration path off spreadsheets. - [Finexo vs Excel: Which Is Better for Managing CA Practice?](https://finexo.in/blog/practice-management/finexo-vs-excel-ca-practice-management): A practical comparison — when Excel works, when it breaks, and what switching to Finexo actually looks like for Indian CA firms. - [How Chartered Accountants Manage 500+ Clients Efficiently](https://finexo.in/blog/practice-management/how-chartered-accountants-manage-500-clients-efficiently): The systems, staffing, and tools that firms with 500+ GST clients use to operate without chaos. - [How to Choose Practice Management Software for Your CA Firm](https://finexo.in/blog/practice-management/how-to-choose-practice-management-software-for-ca-india-2026): What to look for, what to avoid, and how CA-specific tools compare to generic CRMs and Excel. - [CA Firm Compliance Calendar 2026-27: Every GST, ITR & TDS Due Date](https://finexo.in/blog/practice-management/ca-firm-compliance-calendar-2026-27-gst-itr-tds-due-dates): Statutory due-date tables for FY 2026-27 plus how firms track them in software. - [Best Accounting Software for CA Firms in India (2026)](https://finexo.in/blog/accounting/best-accounting-software-for-ca-firms-india-2026): The accounting tools Indian CA firms use and recommend — Tally, Zoho Books, Finexo Books, Vyapar and more — with a comparison table and the accounting-vs-practice-management distinction. - [Best Tally Alternatives for Indian Businesses & CA Firms (2026)](https://finexo.in/blog/accounting/best-tally-alternatives-for-indian-businesses-2026): Why businesses leave Tally, the best cloud and desktop alternatives, and what you trade off when you switch. - [Tally vs Cloud Accounting Software (2026)](https://finexo.in/blog/accounting/tally-vs-cloud-accounting-software-2026): A balanced head-to-head on access, backups, multi-user, GST filing and cost — and who should stay on Tally vs move to the cloud. - [What Is E-Invoicing Software? A 2026 Guide](https://finexo.in/blog/accounting/what-is-e-invoicing-software-india-guide): How Indian e-invoicing works (IRP, IRN, QR code), who must comply, and the features to look for in e-invoicing software. - [Best GST Software for CA Firms & Tax Practitioners (2026)](https://finexo.in/blog/gst-compliance/best-gst-software-for-ca-tax-practitioners-2026): The three kinds of "GST software" — return filing, billing, and deadline tracking — and which a CA firm actually needs. - [How to Reconcile GSTR-2B With Your Purchase Register](https://finexo.in/blog/gst-compliance/how-to-reconcile-gstr-2b-with-purchase-register): A step-by-step GSTR-2B reconciliation guide to protect Input Tax Credit, with result categories and what software automates. - [TDS Return Filing Software for CA Firms (2026)](https://finexo.in/blog/gst-compliance/tds-return-filing-software-for-ca-firms-2026): What TDS software does (Forms 24Q/26Q/27Q/27EQ, FVU, Form 16/16A), options available, and how it fits with practice management. ## Comparisons (sourced and dated) - [Comparisons hub](https://finexo.in/compare): All Finexo PMS and Books head-to-head pages. - [Finexo vs QwikCA](https://finexo.in/compare/finexo-vs-qwikca): Pricing, GST/ITR/TDS automation, client limits, UDIN, Kanban and mobile apps. Verified June 2026. - [Finexo vs PracticeStacks](https://finexo.in/compare/finexo-vs-practicestacks): Flat team pricing and India-specific compliance automation vs PracticeStacks' proposals/e-signature/CRM front office. Verified June 2026. - [Finexo vs Turia](https://finexo.in/compare/finexo-vs-turia): Flat team pricing vs per-user pricing, included compliance automation vs metered notice add-on. Verified June 2026. - [Finexo vs Jamku](https://finexo.in/compare/finexo-vs-jamku): Flat team pricing vs Jamku per-user plans — native apps, setup fees, and cost by team size. - [Finexo vs Zoho Practice](https://finexo.in/compare/finexo-vs-zoho-practice): Zoho suite org monthly pricing vs Finexo flat annual India-CA plans. - [Finexo vs Vider ATOM](https://finexo.in/compare/finexo-vs-vider-atom): Per-user ATOM pricing plus setup fees vs Finexo flat plans. - [Finexo vs ERPCA](https://finexo.in/compare/finexo-vs-erpca): Per-user ERPCA pricing and native apps vs Finexo flat team cost and QRMP-based GST task automation. - [Finexo Books vs Tally](https://finexo.in/compare/finexo-books-vs-tally): Cloud GST accounting vs desktop Tally. - [Finexo Books vs Zoho Books](https://finexo.in/compare/finexo-books-vs-zoho-books): India-focused accounting comparison for SMEs and CA-led books. ## Migration - [Migrate from Tally to Finexo Books](https://finexo.in/migrate/tally-to-finexo-books): Cutover checklist and path for Indian businesses moving from desktop Tally to Finexo Books. ## Key Pages - [Homepage](https://finexo.in): Overview of all products and tools - [Finexo PMS](https://finexo.in/practice-management-software-for-ca-tax-practitioners): Practice management for CA firms - [Finexo PMS pricing](https://finexo.in/practice-management-software-for-ca-tax-practitioners/pricing): Flat annual plans from ₹5,999/year - [Finexo Books](https://finexo.in/online-accounting-software): Cloud GST accounting for Indian businesses - [Machine-readable pricing](https://finexo.in/pricing.md): Structured pricing for all Finexo products - [Comparisons hub](https://finexo.in/compare): All Finexo vs competitor pages - [Customers](https://finexo.in/customers): Who uses Finexo - [Security](https://finexo.in/security): Security and data practices - [Blog](https://finexo.in/blog): Guides on GST, ITR, practice management, and compliance - [About](https://finexo.in/about): Team and company information - [Contact](https://finexo.in/contact): support@finexo.in, +91-7732947732 ## Company Details - Name: Finexo Software - Location: F29, Alankar Plaza, Vidhyadhar Nagar, Jaipur, Rajasthan 302039, India - Phone: +91-7732947732 - Email: support@finexo.in - Users: 1,500+ CA firms, 5,000+ professionals across India - Founded by: Practicing CAs and software engineers ## Licensing Content on finexo.in is licensed for AI search and retrieval. Not licensed for model training.