Every Client. Every Detail.
One Command Centre.
Stop hunting through spreadsheets and email threads. TASCK gives your CA firm a single, structured hub for every client — PAN, GSTIN, documents, service history, contacts, and more — accessible to your whole team, instantly.
No credit card required · 14-day free trial · Your data is tenant-isolated
Built for how CA firms actually work
Every feature is designed around the reality of managing multiple clients with overlapping compliance deadlines and growing teams.
Centralised Client Profiles
Store PAN, GSTIN, TAN, Aadhaar, addresses, and contacts in one clean, searchable profile. No more digging through folders or memory.
Multi-Entity Support
One client can hold multiple entities — HUF, proprietorship, Pvt Ltd, LLP — all under a single umbrella without data mixing or confusion.
Self-Service Client Portal
Clients log in to view task status, download invoices, upload required documents, and track their engagement — without calling you.
Document Collection & Tracking
Create document checklists per client per service period. Track what is received, what is pending, and auto-remind for missing docs.
Full Service History
Every task, invoice, and communication is preserved in a chronological timeline per client so nothing is lost even when staff changes.
Relationship Manager Assignment
Assign each client a primary owner and secondary backup. Every client has a named contact; every staff member has clear accountability.
Everything your team needs, nothing they don't
Comprehensive features built for CA practices managing dozens to hundreds of clients across multiple service lines.
PAN, GSTIN & TAN Verification
Store and validate client tax identifiers. Cross-reference data to keep records accurate. Color-coded alerts when GSTIN becomes inactive or suspended on the GST portal.
Onboarding Workflow Templates
Launch a structured onboarding checklist the moment a new client is added — KYC docs, engagement letter, fee agreement, data collection — all tracked automatically in sequence.
Structured Document Vault
Each client gets a dedicated folder tree — ITR files, GST returns, bank statements, incorporation documents — all version-controlled, tagged, and instantly searchable.
Communication Log
Every WhatsApp message, email, call note, and meeting summary is logged against the client timeline so your team is never out of context, even after handovers.
Automated Reminder History
Full audit log of every reminder sent — document requests, payment dues, deadline alerts — with delivery status so you know exactly what the client received and when.
Group & Related-Party Linking
Handle group companies and related-party structures cleanly. Link entities, share contacts across the group, and see a consolidated billing view for the entire group.
Client Health Dashboard
At a glance — outstanding tasks, pending payments, overdue documents, and last interaction date for every client. Flag at-risk relationships before they escalate.
Role-Based Access per Client
Restrict which staff members can view or edit a client's data. Confidential engagements stay confidential with both role-based and client-level permission control.
From first contact to long-term client in minutes
TASCK's client onboarding flow is structured, repeatable, and fast — so every new client gets a professional experience from day one.
Add the client profile
Enter or import the client's details — legal name, PAN, GSTIN, contacts, and address. TASCK validates the GSTIN format and flags potential duplicates automatically.
Assign entities and ownership
Add related entities (HUF, partnership, company) under the same client umbrella. Assign a relationship manager and secondary owner for clear accountability.
Launch the onboarding checklist
Apply an onboarding workflow template. TASCK creates a structured task list: send engagement letter, collect KYC docs, set up fee schedule, capture authorised signatories.
Activate the client portal
Invite the client to their secure portal. They can now upload documents, view task progress, download invoices, and respond to requests — without phone calls.
Compliance tasks activate automatically
Once onboarded, recurring compliance tasks (GST filings, TDS returns, ITR) are auto-scheduled based on services subscribed. Nothing falls through the cracks.
What changes when your client data is truly organised
CA firms that centralise client management on TASCK report dramatically better client retention, fewer missed deadlines, and faster onboarding — because nothing is left to memory or scattered files.
Your client universe deserves a proper home
Stop losing client information across spreadsheets, WhatsApp chats, and email threads. Bring everything into TASCK and give your team the clarity they need to deliver excellent service.
No credit card required · 14-day free trial · Cancel anytime