Never Miss a Compliance Deadline Again
Create, assign, and track every compliance task across your CA firm. From recurring GST filings to one-time audits — automate workflows, enforce quality checklists, and get a bird's-eye view of all client work in one place.
Everything You Need to Manage Tasks
Purpose-built task management for CA and tax practitioners. Handles compliance complexity that generic tools like Trello or Asana simply cannot.
Task Creation & Assignment
Create single or bulk tasks for clients and assign them to team members with due dates. Support for Monthly, Quarterly, Half-Yearly, Annual, and One-Time period types. Add rich-text descriptions and link tasks to clients by category or type.
- Single & bulk task creation
- Team assignment with due dates
- 5 period types supported
- Rich-text descriptions
- Link tasks to clients by category
Smart Workflow Automation
Automate recurring task creation on schedule for all clients. Configure days offset before or after due dates. Use 4 built-in statuses plus custom workflow statuses like In Progress, Under Review, Filed, and Waiting for Client.
- Recurring auto-creation on schedule
- Configurable days offset
- 4 built-in + custom statuses
- Bulk status changes
- Checklist-gated completion
Advanced Search & Filtering
Instantly find any task by client name, task type, or file number. Apply powerful filters by status, assigned user, task type, category, due date, custom fields, tags, and client groups.
- Search by client, type, or file number
- Filter by status & assigned user
- Filter by category & due date
- Custom fields & tags filtering
- Pre-configured task views
Task Categories & Types
Start with pre-defined categories for GST, Income Tax, Audit, and Company Law. Add custom categories for your firm's specific service lines. Pre-defined types for GSTR-1, GSTR-3B, ITR, TDS Returns with default due days for auto-calculated deadlines.
- Pre-defined: GST, IT, Audit, Company Law
- Custom categories for your firm
- GSTR-1, GSTR-3B, ITR, TDS types
- Auto-calculated deadlines
- Default due days per type
Checklists & Quality Control
Break every task into step-by-step checklist items. Create standard checklists via task types for consistency across your firm. Block task completion until all items are checked, with a centralized progress view.
- Step-by-step checklist items
- Standard checklists per task type
- Block completion until done
- Centralized progress view
- Firm-wide consistency
Collaboration & Attachments
Upload files directly to tasks and add rich-text comments for detailed discussions. Access a centralized attachments library and keep all communication within the task page — no switching between tools.
- Direct file uploads to tasks
- Rich-text comments
- Centralized attachments library
- In-task communication
- No tool-switching needed
Return Task Overview
Get a bird's-eye view of return-filing status across ALL clients in one screen. Filter by task type, period, and status to identify filed, pending, and overdue returns instantly — essential during GST and ITR filing seasons.
- All-client filing status view
- Filter by type, period, status
- Identify overdue returns instantly
- Essential for filing seasons
- One-screen visibility
Bulk Operations
Select multiple tasks with checkboxes and perform bulk status changes, reassignments, or deletions. Efficiently manage period-end tasks without repetitive clicking — handle hundreds of tasks in seconds.
- Multi-select with checkboxes
- Bulk status changes
- Bulk reassignment
- Bulk deletion
- Period-end efficiency
Pre-Configured Task Views
Switch between filtered views instantly. No setup needed — start tracking from day one.
Track Every Stage of Your Workflow
Built-in statuses plus custom stages ensure every task moves through your firm's exact process.
Bulk Status Changes
Select multiple tasks and update their status in one click. Handle hundreds of tasks during filing season without breaking a sweat.
Checklist-Gated Completion
Prevent tasks from being marked complete until every checklist item is checked. Built-in quality control for your firm.
Auto-Recurring Tasks
Set up tasks once and they auto-create on schedule for all clients. Configure exact offsets before or after due dates.
Built for Indian Compliance
Pre-configured categories and task types for every major compliance area. Customize further for your firm's unique service lines.
GST
- GSTR-1
- GSTR-3B
- GSTR-9
- GSTR-9C
Income Tax
- ITR Filing
- TDS Returns
- Tax Audit
- Advance Tax
Audit
- Statutory Audit
- Internal Audit
- Tax Audit
- GST Audit
Company Law
- ROC Filing
- Annual Return
- Board Resolution
- Compliance Certificate
Ready to Streamline Your Task Management?
Join 1,500+ CA firms who never miss a compliance deadline. Start your free trial today — no credit card required.