Task Management Software for Chartered Accountants (CA)
Manage client deliverables, track billable hours, and prove work completion with task automation built for CA firms. Assign recurring tasks, capture screenshot proof, and generate client reports effortlessly.
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The Challenge
Common problems organizations face without proper monitoring and management
Client Deliverable Chaos
Managing deadlines, deliverables, and recurring work for dozens of clients becomes overwhelming without automation.
Billing Disputes
Clients question invoices without detailed proof of time spent and work completed on their accounts.
Staff Productivity Gaps
Difficult to know if CA staff are actually working on billable tasks or wasting time during busy season.
How Taskgati Helps
Powerful solutions that address each challenge effectively
Client-Wise Task Organization
Create task lists per client with automatic assignment to CA staff. See all deliverables for each client in one view.
Recurring Task Automation
Set up monthly GST returns, quarterly TDS filings, and annual audits once - tasks auto-assign every period.
Screenshot Proof of Work
Every task completion includes screenshot evidence showing what was worked on and for how long.
Billable Hours Tracking
Automatically track time spent on each client's tasks with detailed breakdowns for accurate billing.
Client Deliverable Reports
Generate professional reports per client showing tasks completed, time spent, and work proof for billing.
Team Productivity Visibility
Know exactly which CA staff are productive, who needs help, and where bottlenecks exist during tax season.
Key Features
Everything you need in Task Management for Chartered Accountants
Daily Recurring Tasks
Assign tasks once and they repeat daily, weekly, or monthly. Perfect for GST returns, bookkeeping, and compliance work.
Client Task Reports
Generate detailed reports per client showing tasks completed, hours worked, and screenshot proof for invoicing.
Time Per Task Tracking
See exactly how long each task took - from ITR filing to audit completion - for accurate client billing.
Staff Assignment & Workload
Assign tasks to specific CA staff, see their workload, and redistribute work to prevent burnout during busy season.
Task Completion Verification
Staff mark tasks complete with automatic screenshot capture providing verifiable proof of completion.
Deadline Alerts
Get WhatsApp or email alerts when client tasks are overdue or approaching deadlines.
Frequently Asked Questions
Common questions about Task Management for Chartered Accountants
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