Finexo PMS
Compliance calendar for CA practices
Due dates that become tasks — not another spreadsheet
Finexo PMS turns Indian GST, ITR, and TDS deadlines into client-specific work. Based on return type, registration details, and settings like QRMP, the system generates compliance tasks so your firm tracks filings in the product — not in a master Excel that goes stale by the 10th.
What you get
- Auto due dates for GST, ITR, and TDS work
- Tasks created from each client's return setup
- QRMP and registration-aware scheduling
- Assign and track filings across the team
- Practice-wide view of what is pending
- Replace monthly deadline spreadsheet rebuilds
Capabilities
Client-level compliance dates
Deadlines are not a generic wall calendar. They attach to clients so GSTR-1, GSTR-3B, ITR, and TDS work show up against the right files.
- Per-client due date tracking
- GST, ITR, and TDS coverage
- Built for Indian filing cycles
Automatic task generation
Finexo creates compliance tasks from return type and client setup — so a firm with hundreds of GST clients is not typing 400+ rows by hand each month.
- Auto-create recurring compliance tasks
- Return-type aware generation
- Less manual tracker maintenance
Registration & QRMP aware
Scheduling respects how the client is set up — registration timing, return frequency, and QRMP selection — so the wrong cycle does not land on the wrong client.
- Uses client registration details
- QRMP-aware task creation
- Regular vs composition context
From date to assignable work
A due date only helps if someone owns the filing. Tasks plug into Finexo task management for assignment, status, and completion.
- Assignable compliance tasks
- Statuses your team can update
- Visible progress for partners
Firm-wide deadline visibility
Partners see what is due and what is stuck without asking every article clerk for a WhatsApp status dump.
- Dashboard view of pending filings
- Team accountability on deadlines
- Fewer missed return dates
Reminders that follow the calendar
Pair due-date driven work with Finexo bulk reminders so clients who still owe data get nudged before the filing window closes.
- Works with WhatsApp/SMS/email reminders
- Chase documents against real deadlines
- Less last-day scramble
Frequently asked questions
Is this the same as a public GST due-date calendar article?
No. Blog calendars list statutory dates as a reference. This Finexo PMS feature page is about the product: due dates become client-specific tasks inside your practice so the team can assign, track, and complete work — not just read a date list.
Which compliance areas does Finexo auto-create tasks for?
Finexo is built around Indian CA compliance — GST returns, ITR filings, TDS, and related cycles. Tasks are generated using return type, client registration details, and settings such as QRMP so deadlines land on the right clients.
Do we still need Excel trackers for filing deadlines?
Most firms use Finexo to replace spreadsheet deadline trackers. Auto-created tasks, statuses, and assignment give partners a live view of what is pending — without rebuilding a master sheet every month.
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