● Built for CA firm task visibility

Track GST, TDS, MCA, Income Tax, Audit and Team Tasks
in one simple app.

Taaskyz helps CA firm owners and managers see who is working on what, what is pending, what is overdue, and which client work needs follow-up - without daily chasing on WhatsApp or Excel.

✓ Free demo✓ Sample CA firm workflow✓ No setup pressure

CA Firm Dashboard

Sample demo data for client work tracking

LIVE VIEW
8Due today
3Overdue
12Updates
G

GSTR-3B Filing

ABC Traders · Assigned to Rahul

Due today
T

TDS Return Review

Sunrise Pvt Ltd · Waiting for review

Review
M

MCA AOC-4 Follow-up

Bluefin Exports · DSC pending

Overdue
I

ITR Computation

Mehta & Co · Client approval pending

Ready
The daily problem

Still managing CA office work on WhatsApp, Excel and memory?

Most delays do not happen because the team is careless. They happen because task ownership, deadline status and client follow-ups are scattered.

👀

No clear visibility

Owners and managers have to ask repeatedly: “Who is working on this client?”

📅

Deadline pressure

GST, TDS, MCA, ITR and audit work all move at the same time during peak periods.

💬

Scattered follow-ups

Client data, staff updates and approvals remain buried in chat messages.

📊

Weak reporting

It is hard to review workload, delays and completed work without a central system.

Why Taaskyz for CA firms

One task system for work allocation, follow-ups, updates and reporting.

Taaskyz already focuses on task visibility, guided workflows, notifications, time tracking, performance insights and centralized communication. This landing page packages those features around CA firm operations.

1

Real-time task visibility

See who is doing what, what is pending, and which work needs attention today.

2

Guided workflows

Create repeatable steps for GST, TDS, MCA, Income Tax, Audit and client follow-up work.

3

Smart notifications

Get alerts before delays become bigger problems for the team or client.

4

Time tracking

Understand how long client tasks and internal work actually take.

5

Team performance insights

Review workload, delays, task completion and effort across team members.

6

Centralized communication

Keep updates, comments and files connected to the task instead of scattered across chats.

Sample demo workflows

Show CA firm owners a workflow they instantly understand.

Use these sample workflows in your demo account so the page, app and outreach message all feel connected.

GST monthly return workflow

Track data collection, reconciliation, review, client approval and filing status in one place.

  • Collect sales and purchase data
  • Reconcile GSTR-2B / purchase data
  • Prepare GSTR-1 / GSTR-3B
  • Manager review
  • Client approval
  • Filing confirmation shared
ABC TradersGSTR-3B due today
R.K. ServicesSales data pending
Mehta & Co.Manager review
Manager dashboard

Know what is pending before it becomes a problem.

During the demo, show only what matters most: due today, overdue tasks, client data pending, staff workload, completed work and tasks waiting for review.

Numbers shown here are sample demo data. Replace with real firm metrics after pilots.

8Due today
3Overdue
11Client data pending
5Waiting for review
26Completed this week
4Heavy workload members
How it works

From scattered follow-ups to clear execution.

1

Create client or category

Add client work under GST, TDS, MCA, Income Tax, Audit or Follow-up.

2

Assign responsibility

Give each task an owner, due date, priority and checklist.

3

Track updates

Keep comments, files and status changes connected to the task.

4

Review reports

See overdue work, workload and completed tasks without asking everyone manually.

Free 15-minute demo

See a sample CA firm workflow inside Taaskyz.

In one short call, we’ll show how a CA firm can track GST, TDS, MCA, Income Tax, audit tasks, team updates and overdue follow-ups inside Taaskyz.

✓ See real sample work: GST, TDS, MCA, ITR, Audit and Follow-up tasks.
✓ Understand manager view: due today, overdue, staff workload and pending reviews.
✓ Discuss pilot setup: start with a few users and real client tasks.

Free CA firm task tracker template

Offer this to users who are not ready for a demo yet. It keeps the conversation warm.

Request Template

We’ll only contact you about your Taaskyz demo or template request.

or
Pick a time on Calendly
FAQ

Questions CA firm owners usually ask.

Is Taaskyz only for CA firms?

No. Taaskyz is a task management and team accountability app. This page shows how it can be configured specifically for CA firm workflows.

Can we use it for GST, TDS, MCA and Income Tax work?

Yes. You can create workflows, checklists, due dates and team assignments for these work categories.

Can managers see who is working on what?

Yes. The core value of Taaskyz is visibility into assigned tasks, status, updates and pending work.

Does Taaskyz work on mobile?

Yes. Taaskyz is mobile-first and is available as an Android app, so managers and team members can update work on the go.

Can we start with a small team?

Yes. For the first pilot, start with a few users and 10-20 real client tasks. Once the flow is clear, expand to more work categories.

How long does the demo take?

The demo is designed to take around 15 minutes and focuses on a sample CA firm workflow.

See your CA firm’s work clearly in one place.

Book a free 15-minute demo and see how Taaskyz can help your team track tasks, follow-ups, deadlines and reports with less chasing.

Book Free Demo