Managing Tasks is also a Big Task
Until Now
Checklist
Manage big tasks with checklist
Checklist are like sub-tasks. They are great for managing big tasks like audits, where multiple steps are involved.
You can use templates to create pre-defined list of checklist and allocate them to tasks, so checklists will be added to task automatically when tasks are created.
Never Lose Track of Tasks
We send you email and show notification for tasks not created.
A task may not be created due to following reasons:
- You have not started recurring tasks and forget to create task for a client.
- You deleted a task afterwards.
- A new client is onboarded after creating a task for all clients.
And if task is not present in system, then not visible in any report. So this task will be lost.
Get Demo From a Product Specialist
Don't Waste Time in Creating Tasks
Create Task Automatically and Allocate Automatically to Desired Users
Tasks are created automatically on the date you selected and allocated to users you selected for each client.
- Create Task Automatically
- Just select date on which you want to create each task. For example, if you want all GSTR-1(Monthly) tasks to be created on 7th of every month, just select 7th and system will create tasks for all GSTR-1(Monthly) GSTINs on 7th of every month.
- All things considered
- System will also consider the QRMP selection, registration date, cancellation date, registration type (regular or composition) etc. while creating tasks. For example - Task for June 2024 will not be created for GSTIN which is cancelled in May 2024.
Avoid Confusion
Duplicate Tasks Will Not Be a Problem
Inbuilt mechanism to avoid duplicate tasks. Tasks which have same client for same return for same period will not be created.
Trusted by hundreds of CA and Tax Practitioners Accross India
Saving them time and efforts
- Task Managed Each Month
- 4 Lakh+
- Predefined Tasks
- 30+
- Clients Managed
- 2,35,000+
Our Customers Love Us
Finexo PMS is loved by hundreds of CA/Tax Practitioners. They use it to save time and invest more time in growing their practice.
Huge Time Saver
I used to spend hours reminding clients about GST and ITR deadlines. Now, with bulk messaging and auto-reminders, it's all handled effortlessly. I finally have time to focus on more important work instead of chasing clients!
CA Sandeep VermaPartner at Sandeep Verma & Co.Makes My Team More Efficient
We’re a mid-sized firm, and we needed something simple yet powerful. This software does exactly that. Tracking tasks, managing client records, and sending reminders is now so easy. Highly recommended!
CA Pooja ShahPartner at Shah & Shah
Best Decision for My Practice
I was skeptical about using software for client management, but Finexo PMS has completely changed my workflow. It keeps everything organized and saves me so much manual effort. Highly recommend it to every CA or tax practitioner!
Vikram BansalTax PractitionerAmazing Customer Support
The support team is fantastic! I had a small issue while importing clinets, and they responded quickly with a step-by-step solution. They really understand the needs of CAs and tax practitioners. Great service!
Astha JainGST Practitioner
Task Management Made Easy
Ever since we started using this software, my team has become much more organized. Task assignments are clear, we can track progress in real time, and everyone knows what needs to be done. It has improved our productivity tremendously
Amit KhannaPartner at Khanna & Co.Increases Team Accountability
Before using this software, it was difficult to track who was handling what. Now, tasks are assigned properly, and we can see real-time updates. It has made my team more accountable and efficient
Vikram NairTax Practitioner