One master registry for every task, deadline, review, and client document. Automated workflows, SLA enforcement, and firm-wide dashboards — replace the spreadsheet chaos.
Join CA & CPA firms already streamlining their compliance workflows.
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.
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.
Encrypted & secure
TLS 1.3, HttpOnly sessions, bcrypt hashing, and HSTS headers.
Request a personalized demo and we'll walk you through how TaskFlow fits your firm's workflow.