Organize Every Client, Every Detail in One Place
Manage client profiles, tax details, portal credentials, and contacts — all from a single dashboard. Bulk import via Excel, GSTIN, or Google Sheets and give clients self-service access through WhatsApp.
Everything You Need to Manage Clients
Purpose-built client management for CA and tax practitioners. Handles compliance complexity that generic CRMs simply cannot.
Client Profile & Data Management
Add clients individually or bulk import from Excel, CSV, or Google Sheets. Support for every client type — Individual, Company, Partnership, LLP, HUF, Trust, and more. Each profile comes with organized tabs for Tasks, Receipts, Register, and Details.
- Individual & bulk client creation
- 8+ client types supported
- Organized profile tabs (Tasks, Receipts, Register, Details)
- Activate/deactivate without losing historical data
- Unique client naming with trade name support
Tax & Compliance Details
Store every compliance identifier in one place. GSTIN with registration and cancellation dates, PAN with 10-character validation, TAN for TDS, and file numbers for internal reference. Toggle GST applicability for non-GST clients.
- GSTIN storage with registration/cancellation dates
- PAN validation (10-character format)
- TAN (Tax Deduction Account Number)
- GST applicability toggle for non-GST clients
- File number tracking for internal reference
Portal Credentials Vault
Securely store login credentials for GST Portal, e-Way Bill, Income Tax Portal, TRACES, and MCA — all in one centralized vault. Masked display keeps passwords hidden, with access restricted to authorized team members only.
- GST Portal, e-Way Bill, Income Tax, TRACES, MCA
- Masked password display for security
- Centralized credential management
- Accessible to authorized users only
- No more shared spreadsheets or sticky notes
Smart Import Options
Multiple ways to onboard your client base quickly. Import from Excel/CSV with template validation, auto-fetch business details via GSTIN, or pull data from connected Google Sheets. Duplicate detection and batch error reports ensure clean data.
- File Import: Excel/CSV with template validation
- GSTIN Import: Auto-fetch business details from GST portal
- Google Sheet Import: Pull from connected sheets
- Duplicate detection prevents redundant entries
- Batch error reports for failed records
Client Groups & Organization
Create logical groups like 'Audit Clients', 'GST Monthly Filers', or 'High Priority' and add clients to multiple groups. Use groups for bulk messaging, billing, and filtering — keeping your client base organized as it grows.
- Create custom groups (Audit, GST Monthly, High Priority)
- Add clients to multiple groups
- Use groups for bulk messaging & billing
- Filter and organize clients by groups
- Scale organization as your firm grows
Contact Person Management
Store multiple contacts per client — directors, partners, authorized signatories. Track multiple emails and phone numbers with primary designation. Monitor DSC (Digital Signature Certificate) status with expiry date alerts.
- Multiple contacts per client
- Directors, partners, authorized signatories
- Multiple emails/phones with primary designation
- DSC status tracking with expiry dates
- Bulk contact import with validation
Client Portal (WhatsApp-Based)
Your clients interact via WhatsApp — no separate login needed. They can view pending tasks, check current status, upload and download documents, and even download invoices with Finexo Books integration. Toggle portal features individually per firm.
- Clients interact via WhatsApp — no PMS login needed
- View pending tasks and current status
- Upload/download documents directly
- Download invoices (Finexo Books integration)
- Toggle portal features per firm
Tab-Level Security & Permissions
Control who sees what with permission-based access to each client profile tab. Tasks tab requires task view rights, Receipts tab requires finance rights. Unauthorized users see 'Access Restricted' while still viewing basic client info.
- Permission-based access per profile tab
- Tasks tab requires task view rights
- Receipt/Payments tab requires finance rights
- 'Access Restricted' for unauthorized tabs
- Basic info (name, GSTIN, file number) always visible
You don't have permission to view the Receipts tab. Contact your admin for access.
Every Client Type Supported
Whether it's an individual taxpayer or a complex trust structure, Finexo PMS handles them all with dedicated profile fields.
One Vault for All Portals
Stop juggling spreadsheets and sticky notes. Store every client's portal credentials securely in one place.
Masked Display
Passwords are hidden by default. Click to reveal only when needed — keeps credentials safe from shoulder-surfing.
Role-Based Access
Only authorized team members can view or manage credentials. Permission controls at the tab level.
Centralized Management
Update credentials once, access everywhere. No more chasing updated passwords across your team.
Client Portal via WhatsApp
Your clients don't need to learn a new tool. They interact with your firm through WhatsApp — the app they already use every day.
View Pending Tasks
Clients see their pending compliance tasks and current status in real-time.
Upload Documents
Clients upload required documents directly through WhatsApp — no email attachments.
Download Invoices
With Finexo Books integration, clients download invoices directly from chat.
Per-Firm Toggle
Enable or disable portal features individually for each firm you manage.
Onboard Clients Your Way
Whether you have 10 clients or 10,000 — import them in minutes with smart validation and duplicate detection.
File Import
- Excel & CSV support
- Template validation
- Duplicate detection
- Error reports
GSTIN Import
- Auto-fetch from GST portal
- Business details populated
- Bulk GSTIN entry
- Instant verification
Google Sheets
- Connect your sheets
- Pull client data
- Map custom columns
- Scheduled sync
Manual Entry
- Guided form wizard
- Auto-validation
- Instant profile creation
- Add contacts inline
Tab-Level Security & Permissions
Not everyone needs to see everything. Control access at the tab level so each team member sees only what they need.
Permission Matrix
Always Visible to All Users
- Client Name & Trade Name
- GSTIN & PAN
- File Number
- Client Type & Status
- Group Membership
Unauthorized users see this message when trying to access tabs they don't have permission for.
Ready to Organize Your Client Data?
Join 1,500+ CA firms managing clients effortlessly. Start your free trial today — no credit card required.