One master registry for every task, deadline, review, and client document. Automated workflows, SLA enforcement, and firm-wide dashboards — replace the spreadsheet chaos with a system built for how your firm actually works.
No credit card required. Get a personalized walkthrough for your firm.
Open Tasks
47
Overdue
3
Pending Review
8
Completed This Week
23
Task Registry
SLA Health
Why TaskFlow
Every CA firm faces these challenges. TaskFlow is built to solve each one.
20+
Compliance Templates
Pre-built for Indian regulatory workflows
10
Task Statuses
Full lifecycle from draft to closure
5
SLA Levels
Automated escalation rules
4
Role Views
Each role sees what they need
Features
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 — everything in one place.
Structured approval gates before closure. Reviewers approve, request clarification, or reopen — full audit trail.
Monthly GSTR-3B, quarterly TDS, annual audits — set up once and auto-generate tasks every cycle.
Auto-escalation rules raise priority and notify managers as deadlines approach. Nothing stays hidden.
Log calls, emails, WhatsApp, meetings, and commitments. Track follow-ups and link to related tasks.
Unified hub for pending client documents. Expected dates, overdue flags, and one-click receipt confirmation.
Automated rules for due-soon, overdue, and review-stale tasks. Email and in-app delivery.
Role-specific dashboards, workload reports, completion trends, and CSV export for board reporting.
How it works
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
Executive
My tasks, checklists, and open pool claims
Admin
Users, templates, SLA rules, and audit logs
Compliance-ready
20+ curated templates with pre-built checklists, document lists, and due date guidance for every major compliance workflow — from GST returns to audit fieldwork.
Secure cloud hosting
Your firm's data is hosted on dedicated infrastructure with strict access controls.
Full audit trail
Every change logged with who, what, and when. Compliance-ready from day one.
Encrypted & secure
TLS 1.3, HttpOnly sessions, bcrypt hashing, CSP and HSTS headers.
Request a personalized demo and we'll walk you through how TaskFlow fits your firm's workflow.