Task management that finally understands Partner sign-off.
Jira is for developers. Trello has no roles. TaskFlow models your actual firm hierarchy — Partner, Manager, Article Clerk — with a filing workflow that won't let anything reach "Filed" without the right sign-off.
Generic task tools fail CA firms in two ways
Either too complex for a practice to configure, or too simple to model a real review chain.
Jira is built for developers
Sprints, backlog, story points mean nothing to a CA partner. Configuring it needs Jira-admin expertise your firm doesn't have.
Trello and Asana are too simple
No RBAC, no configurable approval chains. When a Partner needs to sign off before a return is filed, these tools can't model it.
Per-seat pricing punishes growth
Every new article clerk is another licence fee. Firms end up sharing logins just to avoid the bill.
One rigid workflow for every engagement
Audit review, GST filing and ITR work all need different steps — a generic tool forces them into the same states.
Everything your firm admin can configure, without touching code
One product — your firm looks completely different from another based on how it's configured.
Role Builder
Rename the default roles to Partner, Manager and Article Clerk — pure configuration, no code, no developer needed.
Permission Matrix
Toggle exactly what each role can do — create, assign, edit, view all — from a checkbox grid your firm's admin controls.
Assignment Rules
Downward-only assignment keeps article clerks from reassigning their own work, or set a fully custom matrix for how your firm operates.
Workflow Engine
Received → WIP → Partner Review → Filed → Archived — or design your own states per engagement type, gated by role where it matters.
Custom Fields
Track Client Name, Filing Deadline and Return Type (ITR-1, ITR-3, GSTR-1, GSTR-3B...) right on every task.
Notification Rules
Configurable alerts for assignment, approaching deadlines, status changes and overdue filings — nothing depends on memory.
| Role | Create Task | Assign | Edit Any | View All | Configure Org |
|---|---|---|---|---|---|
| Partner | ✓ | ✓ | ✓ | ✓ | ✓ |
| Manager | ✓ | ✓ | ✓ | ✓ | — |
| Article Clerk | ✓ | — | — | — | — |
| Viewer | — | — | — | ✓ | — |
From sign-up to a live firm in one sitting
The setup wizard walks your admin through every step below — no developer required.
Set up your firm
Create your organisation, set up the Partner admin account, and invite your team via expiring email links.
Configure your roles
Start from the default templates and rename them — Partner, Manager, Article Clerk — to match how your firm is structured.
Build your filing workflow
Use the Approval Flow template or design custom states per engagement type — audit, GST, ITR — gated by Partner sign-off.
Add your custom fields
Client Name, Filing Deadline, Return Type — the data your firm actually tracks on every engagement.
Create and assign engagements
Work moves through your defined states. Assignment rules stop tasks from landing with the wrong person.
Track everything
Activity log, notifications and per-client reports keep every deadline visible — no status-update calls needed.
Built for CA firms — proven across other verticals too
The same underlying engine is already live for construction, and configurable for any team-driven business.
Partner → Manager → Article clerks, with review gates
- Client Name, Filing Deadline and Return Type tracked on every task
- Received → WIP → Partner Review → Filed → Archived workflow
- Nothing reaches "Filed" without partner sign-off
MD → CPE → Site Engineers, modelled exactly
- Site Location, Work Order Reference and Completion Date as custom fields
- Approval gated to the right level before a task can close
- One workflow per project — matches how each site actually runs
Operations Head → Supervisor → Floor team
- Downward-only assignment — floor staff can't reassign their own work
- Custom task types for inspections, requests and approvals
- Overdue tasks escalate automatically to the supervisor
Flat pricing — no per-seat fees
Unlimited members from day one. Pricing is flat and discussed based on your firm size.
Get a pricing quote
We offer both a one-time licence and an annual subscription model. Pricing is based on your firm size and configuration requirements. Get in touch and we'll put together the right package for you.
- ✓Unlimited members, no per-seat fees
- ✓Fully configurable roles & permissions
- ✓Custom filing workflows per engagement type
- ✓Custom fields, task types & notifications
- ✓Activity log & audit trail on every task
- ✓CSV export of all task data
- ✓Guided setup wizard onboarding
- ✓Support & updates included
You don't own the code. Aptly owns and maintains the platform. You get access as long as you're a customer.
Your data is yours. Export all your task, project and activity data at any time in CSV format, no questions asked.
Infrastructure is included. Hosting, database, and deployment are covered — no separate cloud bills.