One master registry for every task, deadline, review, and client document. Automated workflows, SLA enforcement, and firm-wide dashboards — replace the spreadsheet chaos.
No signup required. Explore with realistic CA firm data.
Open Tasks
47
Overdue
3
Pending Review
8
Completed This Week
23
Task Registry
SLA Health
Not a generic project tool. Purpose-built for how CA and CPA firms actually work.
10 lifecycle statuses, three assignment modes, dual deadlines, checklists, and five views — List, Kanban, Calendar, Review Queue, and Dashboard.
Structured approval gates before closure. Reviewers approve, request clarification, or reopen — with full audit trail and quality KPIs.
Monthly GSTR-3B, quarterly TDS, annual audits — set up once and auto-generate tasks every cycle with checklists, documents, and assignments.
Five escalation rules auto-raise priority and notify managers as deadlines approach. Watch, At Risk, and Breached statuses keep nothing hidden.
Log calls, emails, WhatsApp, meetings, and commitments. Track follow-ups, request documents, and link everything to related tasks.
Unified hub for every pending client document. Expected dates, follow-up history, overdue flags, and one-click receipt confirmation.
Six automated rules for due-soon, overdue, review stale, and client follow-ups. Multi-channel delivery via email and in-app notifications.
Role-specific dashboards, workload and productivity reports, completion trends, category pressure, and CSV export for board reporting.
Every task follows a structured lifecycle with built-in quality gates and automatic escalation.
From 20+ templates or recurring automation
Checklists, documents, and progress tracking
Structured approval with clarification loops
SLA enforcement and real-time dashboards
Every role sees exactly what they need
Partner
Firm-wide oversight, analytics, and approvals
Manager
Team queue, review backlog, and client ops
Associate
My tasks, checklists, and open pool claims
Admin
Users, templates, SLA rules, and audit logs
20+ curated templates with pre-built checklists, document lists, and due date guidance for every major compliance workflow — from GST returns to audit fieldwork.
Self-hosted
Your data stays on your infrastructure. No third-party cloud lock-in.
Full audit trail
Every change logged with who, what, and when. Compliance-ready.
Encrypted & secure
TLS 1.3, HttpOnly sessions, bcrypt hashing, HSTS headers.
Explore the live demo with realistic CA firm data — dashboards, task workflows, review queues, and analytics. No signup required.