360°
Every client visibleTasks, documents and activity in one view
Built for Indian CA & CS firmsLess follow-up.
Less follow-up.
More work done.
Bring client work, compliance deadlines, DSC expiry, team attendance and daily reporting into one calm, intelligent workspace.
CACS+5
No card required • Setup assistance included
✓ 12 tasks completed today
🔔 DSC expires in 7 days
✓
YOUR PRACTICE, CONNECTEDOne workspace.
One workspace.
Complete control.
24×7
Deadlines monitoredContinuous risk and expiry awareness
10+
Modules connectedOne flow across your entire practice
One secure workspaceFirm-isolated and role controlled
All systems connected
Complete practice controlSix connected modules.
Six connected modules.
One clear operating system.
Move beyond scattered spreadsheets with visual workflows built specifically for the daily operations of CA and CS firms.
TO DODOING68%DONE✓✓
+ New task
✓OPERATIONS
Smart Task Management
Assign recurring work, priority, ownership and deadlines with a complete activity trail.
Explore task workflows →✓Digital SignatureClass 3 Certificate
07days left
🔔 Expiry alert
◇COMPLIANCE
DSC Certificate Manager
Track holder, PAN, issue date and expiry with clear reminder history and alerts.
Explore DSC tracking →MCA Filing TrackerLIVE
✓AOC-4SubmittedDone
2MGT-7In review72%
3DIR-3 KYCUpcoming18 Aug
▦STATUTORY WORK
MCA & Compliance
Organize MCA tickets, statutory packages and recurring compliance workflows.
Explore compliance control →AS
Arora & Sons Pvt. Ltd.Active client • Since 2022
360°ProfileTasksDocs
08Open tasks24Documents03Contacts
✓ Profile complete
◎CLIENT RELATIONSHIP
Client 360° Workspace
Connect company details, contacts, documents and every assigned task in one profile.
Explore client workspace →Team attendanceToday
8 WFO 3 WFH91% present
◷PEOPLE
Attendance & HRMS
Capture WFO/WFH attendance, daily logs and team visibility without manual sheets.
Explore team operations →NEW12FOLLOW-UP07WON✓✓05
↗ Conversion up
↗GROWTH
Leads & Growth
Track enquiries and follow-ups through a clear pipeline until they become active clients.
Explore lead pipeline →From request to completion
A visual workflow everyone understands
Four clear stages move every client job from request to verified completion—without chasing updates.
01INTAKE
New request
Add client work
Select a client, predefined subject, priority and deadline in one guided form.
Request captured ✓02OWNERSHIP
TASK
RS
PM
KP
Compliance TeamAssign ownership
Give the job to an employee, manager or functional team with clear accountability.
Owner notified ✓03LIVE TRACKING
TO DO
DOING
DONE✓✓
LIVETrack progress
See current status, work logs, comments and approaching due dates at a glance.
Progress visible ✓04PROOF
COMPLETED
Close with proof
Complete and archive the work with a searchable timeline and permanent audit history.
Audit trail saved ✓RequestResponsible teamReal-time visibilityVerified outcome
Never miss the critical dateBuild your deadline command center →
Know what needs attention—before it becomes urgent.
Your live command center brings DSC expiry, statutory filings and client follow-ups into one priority view.
30Expiry windows30, 15 and 7-day alerts
✓Clear ownershipEvery deadline has an owner
↗Action historyEvery reminder stays traceable
DSC expiry radarView all
7
Priya ShahClass 3 • Director
Urgent15
Rahul MehtaClass 3 • Individual
Watch30
Aarav IndustriesDGFT • Organization
PlannedAugust 2026‹ ›
MTWTFSS
101112131415161718192021222324252627282930
18
Annual filing dueAssigned: Compliance Team
HighReminder automatically sentPriya Shah • just now
MCA filing marked completeRohan Patel • 12 min ago
Automation active
Measurable improvement
See the difference in every working day
Better visibility is not just a dashboard—it changes how quickly your team acts, how safely deadlines are managed and how confidently clients are served.
TEAM VELOCITYFaster
↗ Focus up08 Priority tasks06 Completed
Daily execution
Everyone begins with a ranked worklist, clear ownership and the next action already visible.
Less coordinationMore delivery →
RISK CONTROLFewer
● Protected92%On time
DSC renewals 12Due this week 04Overdue 00
🔔 Reminder sentMissed deadlines
Expiry windows and overdue risks surface early enough for your team to respond calmly.
Earlier alertsLower risk →
CLIENT EXPERIENCEClearer
✓ InformedAS
Arora & SonsActive client
✓Documents received10:24 AM
↗Work status updated12:40 PM
✓Filing completed04:15 PM
Client service
Follow-ups, progress and completion updates remain connected to one client timeline.
One clear historyMore trust →
Trust by design
Security you can actually see
Every user, firm and action follows a controlled path—so your practice data stays private, accountable and available only to the right people.
A
Arora & Co.Firm workspace
18 usersS
Shah AssociatesSeparate workspace
12 usersTenant GuardData isolated
AD
AdministratorFull approved access
✓MG
ManagerTeam-level access
✓✓ Login verified
✓ Firm scope checked
✓ Action logged
01 / ISOLATION
Protected by defaultOne firm. One private boundary.
Tenant-aware records ensure clients, tasks and certificates remain inside the authenticated firm.
02 / PERMISSIONS
Least-access modelThe right view for every role.
Administrators, managers and employees receive access based on their actual responsibility.
03 / ACCOUNTABILITY
Always traceableImportant actions leave a trail.
Activity, notifications and operational changes remain available for administrator review.
Simple, flexible pricing
Invest less time. Get more practice under control.
Pay monthly for flexibility or save with annual billing. Every plan starts with a 14-day free trial.
S
Professional
Start organized₹500/ month
₹5,999 billed yearly
Everything your team needs for a faster, clearer working day.
Included in this plan
- Task Management
- Client Database
- Attendance & HRMS
- MCA, DSC & Compliance
- RTA & Control Panel
- Leads Module
No card required · Cancel anytime
P
Enterprise
Scale confidently₹1,500/ month
₹17,999 billed yearly
Everything your team needs for a faster, clearer working day.
Included in this plan
- All Professional Features
- Leads Module
- Attendance, HRMS & RTA
- Custom API Access
- Priority Support
No card required · Cancel anytime
Frequently asked questions
Everything you need to know before starting
Is TaskMaster suitable for both CA and CS firms?
Yes. It supports client work, recurring compliance, MCA tickets, DSC tracking, HRMS and operational reporting.
Can my team work with separate logins?
Yes. Administrators can manage users and role-based access for managers and employees.
Will the system remind us about DSC expiry?
The DSC module stores expiry dates, reminder settings and communication logs for proactive follow-up.
Can we customize the portal colors?
Yes. Theme Studio controls sidebar, header, cards, tables, typography and gradients.
Is our firm data mixed with another customer?
No. Tenant-aware application records are scoped to the authenticated firm.
Do you help with onboarding?
Yes. Guided setup helps configure users, clients, task subjects and workflows.
YOUR NEXT WORKDAY CAN BE SIMPLERReady for a calmer,
Ready for a calmer,
faster practice?
Give every client request a clear owner, every deadline an early warning and every manager one reliable view.
✓ 14-day free trial✓ No card required✓ Guided setup
Today’s workspaceLIVE
12Tasks organizedAcross your complete team
Setup progress80%