Grow Your Network.
Track Every Association.
Manage your firm's entire associate network — referral partners, freelance professionals, sub-contractors, and co-working CAs. Assign work, track contributions, and manage relationships from one place.
No credit card required · 14-day free trial
Manage your entire professional network in one place
TASCK's Associates module gives you complete visibility over your referral partners, freelance professionals, and collaborative CAs — with clear tracking, access control, and communication tools.
Associate Directory
Maintain structured profiles for every associate — contact details, specialisation, certifications, engagement history, and referral performance. A complete picture of every relationship.
Work Assignment & Tracking
Assign specific tasks or client engagements to associates. Track progress, set deadlines, and review deliverables — same visibility as internal staff without giving full system access.
Referral Management
Log and track every referral — who referred, which client, which service, and what the outcome was. Complete referral history for every associate, fully auditable.
Controlled Access Portal
Associates get a limited-access login to view only the engagements assigned to them. Full collaboration without exposing your entire client database or firm data.
Commission & Fee Tracking
Track referral fees and commission arrangements per associate. Record agreed terms, log payments made, and maintain a clear financial history for every associate relationship.
Associate Performance Reports
See at a glance which associates bring the most referrals, which deliver work on time, and which relationships are most valuable. Data-driven decisions for your network.
Every aspect of your associate network — under control
Associate Onboarding Workflow
A structured onboarding checklist for every new associate — NDA signing, verification documents, introduction call, access setup. Consistent process every time.
Secure Communication Channel
Communicate with associates directly within TASCK on specific tasks. All communication is logged against the engagement — no scattered emails or WhatsApp threads.
Associate Categorisation
Tag associates by type — referral partner, sub-contractor, freelance professional, co-working CA, specialist consultant. Filter and manage each segment separately.
Agreement & Document Management
Store engagement agreements, NDAs, rate cards, and correspondence for each associate. All documents versioned, searchable, and accessible when needed.
Relationship Activity Timeline
A chronological log of every interaction with each associate — referrals made, work assigned, payments made, meetings held. Full relationship history in one view.
Renewal & Expiry Alerts
Get notified before associate agreements expire, certifications lapse, or engagement terms need renewal. No accidental work with associates on lapsed agreements.
From first contact to active collaboration — fully managed
Add associates to your directory
Create a profile for each associate — name, contact, specialisation, certifications, and engagement terms. Invite them to access their limited portal if work needs to be assigned.
Define access and permissions
Set what each associate can see in TASCK — only assigned tasks, specific client engagements, or communication threads. Full collaboration with zero over-exposure.
Log referrals as they come in
When an associate refers a client or receives a referral from you, log it immediately with the agreed terms. Every referral has a traceable record from the start.
Assign and track work
Assign tasks or full engagements to associates. Set deadlines, share necessary documents through TASCK, and track delivery status the same way you track internal staff work.
Review, pay, and maintain the relationship
When work is delivered, review it within TASCK, log any payment against the associate's fee record, and maintain a running history of the full relationship for future reference.
A professional network that works as hard as your team
CA firms with structured associate management report stronger referral networks, better collaboration on complex engagements, and complete visibility over their extended professional community.
Your professional network deserves better than a spreadsheet
TASCK's Associates module gives you complete visibility, structured collaboration, and professional relationship management — so every associate relationship adds real value to your firm.
No credit card required · 14-day free trial · Cancel anytime