Practice & Office Management Software for
Chartered Accountants & Tax Practitioners

Online Application

Save Time & Efforts of your whole team and manage your tax practice in an efficient manner.
Leave all hassles of Excel and Google Sheets.

Sign up using computer for best experience.

Try all Features with demo data

Free 30 Days Trial

See Video to Know about Main Features

(2 min 57 sec)

Know about functionalities in detail – Click here

Getting Started is Easy

01

Import Clients

Import all clients in one go

For GST clients, only enter GSTIN and all GST details will be fetched from GSTN servers. 

Also, whether a client is filing quarterly or monthly will be fetched and updated automatically each quarter.

Set Tasks on Auto-Pilot

Set the date for each task and tasks will be created automatically for each period.

System is start enough that it will not create duplicate tasks. It also considers registration date and cancellation date for GST tasks.

02

Recurring Task

03

Add users

Include all your team 

Add your team members. Unlimited users are included in all plans.

Give them admin rights or select rights which you want to give to each user.

Features

Task Management

Be In Control of Tasks

Create tasks for GST & Income Tax returns for all clients in one go. Allot tasks to team members, star important task, set due date, add comments, filter task and more.

GST Return Status

GST Return Status from GSTN Servers

See GST Return status directly from GSTN servers. A GST return task cannot be mark as completed till we confirm it’s status from GSTN servers. Enter GSTIN of client and we will fetch all details of client from GSTN server.

Team Management

Increase Team Output

Add unlimited users as admin, manager or employee. Choose each right which you want to give to each user. Every user will see only tasks alloted to him and know on which task he/she has to work.

Client Management

Staggered Data? Not Now

Keep all your client’s details in one place. Leave hassles  of  excel and maintain data smartly. Works as a CRM for chartered accountants.

Time tracking

Track Where Time is Used

You can either start and stop time for a task or you can enter time manually. Get reports for time worked by a user and also time worked for a client.

Communication

Send SMS/Email/Whatsapp

Save templates for SMS, email and whatsapp and send messages on click of a button. You can send bulk SMS/Email/Whatsapp to all or selected clients. 

Benefits

What Our Users Say

At first, I was in hesitation whether giving time to add clients and learning this application will be fruitful or not. Learning this application is not more than half hour work and it is saving me a lot of time and efforts every single day. Most practical application I have seen in market. Best Ca office management software for Indian CAs.
task management software for ca
CA Piyush Somani
Partner, Somani and Associates
I was using excel sheets to maintain tasks and used to think that it is best for my use. After using this application for just 1 month, I can say that excel and reminder apps are not at all suitable for managing CA firm. The support is also very fast. I have taken trial of more than 5 softwares and can say confidently that this is the best tax practice management software.
client management for chartered accountants
Sourabh Agarwal
Partner, Sourabh Agarwal & Associates
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