Software built for how Indian CA firms actually work
TaskFlow is live today — configurable task management that models your Partner → Manager → Article Clerk hierarchy, with filing workflows and client deadlines built in. Document management and compliance calendars are next.
What CA firms deal with today
These problems come up at every CA firm we talk to. TaskFlow is built to fix the workflow and hierarchy piece today.
Client documents scattered everywhere
Balance sheets on email, ITR files on WhatsApp, bank statements on pen drives. Retrieval during audit season takes hours.
Compliance deadlines tracked in your head
ITR, GST, TDS — each client has different due dates. A missed deadline means a penalty. Your current system is a calendar and hope.
Audit workflow tracked on Excel
Who has reviewed what, what's pending, what's signed off — it's all in a spreadsheet that only one person understands.
Constant follow-ups with clients
You spend 30 minutes a day chasing clients for documents they haven't sent. There's no structured way for them to submit.
Products for CA / Audit Firms
TaskFlow is live and ready to onboard your firm. The rest of the suite is on the way.
TaskFlow
Configurable task management for your firm hierarchy
Model Partner → Manager → Article Clerk exactly. Filing workflows with Partner sign-off gates, client deadlines and return types tracked on every task.
- Roles & permissions configured to your firm
- Received → WIP → Partner Review → Filed workflow
- Client Name, Filing Deadline & Return Type fields
- Unlimited members, no per-seat fees
Client Document Portal
Structured document collection from clients
A clean portal where clients upload exactly what you ask for — categorised, versioned, and always findable. No more email attachments.
- Request specific documents per client
- Client uploads via a simple link
- Auto-categorisation by year and type
- Audit trail of all uploads
Compliance Calendar
Never miss a client deadline again
Auto-generated deadlines for each client — GST returns, TDS filings, ITR, ROC. Reminders sent automatically. You see what's due in the next 7, 30, and 90 days.
- Per-client deadline generation
- Automated email reminders
- Multi-staff assignment
- Escalation alerts on overdue tasks
Audit Workflow Manager
Track every audit task to completion
Checklist templates per audit type, staff assignment, review sign-off, and a status dashboard across all clients.
- Checklist templates per audit type
- Staff assignment and tracking
- Review and sign-off workflow
- Status dashboard across all clients