External Resources · TASCK for CA Firms

Your Extended Workforce.
Fully Under Control.

Article clerks, freelance accountants, part-time tax assistants, specialist consultants — every external professional who works for your firm, managed with the same discipline as your full-time team.

Article Clerks Freelance Accountants Tax Specialists Audit Assistants CS Professionals Payroll Experts

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External Resources — Sharma & Associates
👷 External Workforce
9
Active
3
On Leave
14
Tasks Live
₹48K
This Month
R
Rahul Gupta Article Clerk
GSTR-3B Filing · 3 tasks
Available
S
Sneha Patel Freelance Accountant
TDS Workings · 2 tasks
Busy
A
Arjun Sharma Tax Specialist
ITR Review · 4 tasks
Available
D
Divya Nair Audit Assistant
Stat Audit · 1 task
Available
+ Assign Work
View All
Any type
Freelancer, clerk, consultant — all managed
Full
Work assignment and delivery tracking
Clear
Payment and fee records per person
0
Unauthorised access to client data
Who This Covers

Every type of external professional your firm works with

CA firms rely on a wide range of external professionals to handle peak workloads and specialist work. TASCK manages all of them under one roof — with appropriate access, clear accountability, and structured payments.

🎓

Article Clerks

Manage article clerks working under your CA registration. Assign specific tasks, track their training hours, monitor work quality, and maintain ICAI compliance records.

💻

Freelance Accountants

Onboard freelancers for specific seasons or engagements. Define scope, set rates, assign work in TASCK, and track what they deliver — all within a controlled access boundary.

🧮

Tax Specialists

Bring in specialist professionals for complex income tax, international taxation, or transfer pricing work. Assign specific client matters without exposing your entire client base.

🔍

Audit Assistants

Manage external audit assistants who help during statutory or internal audit seasons. Assign audit programs, track fieldwork completion, and review findings in TASCK.

📜

CS & Legal Professionals

Coordinate with company secretaries, advocates, and compliance consultants on specific matters. Give them exactly the access they need — nothing more.

📊

Payroll & MIS Consultants

Work with payroll processors, MIS analysts, and reporting specialists on a project or retainer basis. Track deliverables, review outputs, and process fees — all in one place.

Core Capabilities

Manage external professionals with the same rigour as full-time staff

TASCK's External Resources module gives your firm complete control over who works, on what, with what access — and exactly what they get paid.

👤

Resource Profiles & Onboarding

Create structured profiles for every external resource — contact details, qualification, expertise, rate card, joining date, and NDA/agreement status. A single source of truth for each person.

📋

Work Assignment & Task Tracking

Assign individual tasks or full client engagements to external resources. They see only their assigned work through a controlled portal — complete visibility for your team, zero over-exposure.

🔒

Scoped Access Control

External resources get a limited login that shows only the tasks assigned to them. They cannot browse other clients, view firm data, or access anything outside their specific scope.

⏱️

Timesheets & Productivity Tracking

External resources can log time against each task. Track hours billed vs. hours budgeted. Identify over-runs early and calculate accurate billing for time-based engagements.

💰

Fee & Payment Management

Maintain agreed rate cards for each resource. Track invoices received, payments due, and amounts cleared. A clean payment history for every external professional your firm works with.

📊

Performance & Utilisation Reports

See which external resources deliver on time, which need frequent revisions, and who provides the best value. Data to build your go-to network of trusted external professionals.

📋 Assign Work to External Resource
Task
GSTR-9 Annual Return — Anita Shah FY 2024-25
Assign To
R
Rahul Gupta
Article Clerk · ₹150/hr
Available
Due Date
Dec 31, 2025
Est. Hours
8 hours
Access Granted
This task only Client documents Other clients
Assign Task — Notification sent to Rahul →
6
Assigned
4
In Progress
2
Completed
Smart Work Assignment

Assign work in seconds. Track every step.

When a new task comes in and your full-time team is stretched, assign it to a trusted external resource in two clicks. TASCK sends them a scoped access link, they see exactly what to do, and you track delivery without any micro-managing.

🔔
Instant notifications
External resource gets notified immediately via email and WhatsApp when a task is assigned.
📱
Mobile-friendly task view
Resources work from their phone — tasks, documents, and timesheets are all accessible on mobile.
Delivery confirmation workflow
When work is submitted, your team reviews it before marking as complete. Clear handover process every time.
💬
In-task communication
Exchange clarification notes directly on the task — no separate WhatsApp chain needed.
Feature Deep-Dive

Every scenario your firm encounters — managed professionally

📄

Agreement & NDA Management

Store engagement agreements, NDAs, and rate cards for each external resource. Expiry alerts ensure you're never working with someone on a lapsed agreement.

🏷️

Resource Type Categorisation

Tag resources as article clerk, freelancer, specialist, or contractual staff. Filter your workforce by type, availability, skill, or current workload to find the right person instantly.

📈

Skill & Expertise Mapping

Log each resource's areas of expertise — GST, direct tax, audit, payroll, company law. When a specialist task comes in, find the right external professional in one search.

🗓️

Availability & Capacity Calendar

See each external resource's current workload and availability at a glance. Avoid overburdening resources and ensure balanced work distribution across your extended team.

🔄

Re-engagement & History

When a previous freelancer or clerk is available again, see their full history — work delivered, quality rating, payment record, and time performance. Re-engage confidently.

📋

Structured Briefing Packets

When assigning work, send a complete briefing packet — task description, relevant SOPs from your Knowledge Base, client background summary, and deadline. Resources start prepared.

How It Works

From adding a freelancer to first delivery — fully tracked

1

Create the resource profile

Add the external professional to TASCK — name, contact, qualification, specialisation, and agreed rate. Upload their agreement or NDA. They're now part of your managed extended workforce.

2

Set access level and portal login

Invite them to TASCK with a limited-access account. Define exactly what they can see — only tasks assigned to them, specific documents they need, and nothing else from your firm data.

3

Assign tasks with full context

Select a task or engagement and assign it to the external resource. Add the deadline, estimated hours, relevant SOPs, and client documents they'll need. They get notified instantly.

4

Track progress in real time

The resource logs updates, adds timesheets, and flags blockers directly on the task in TASCK. You see live progress without chasing for status updates over WhatsApp.

5

Review, accept, and process payment

When work is submitted, your team reviews it in TASCK. Once approved, log the payment against the resource's fee record. Complete delivery and payment history always available.

Business Outcomes

Scale your workforce without scaling your overhead

The best CA firms maintain a trusted network of external professionals to handle seasonal peaks, specialist work, and growth. TASCK makes that network manageable, accountable, and professional — without the chaos of managing it informally.

Scale up during peak filing seasons without permanent hiring
Every external professional's work is fully tracked and auditable
Client data is protected — external resources see only what they need
Payment records prevent disputes — full invoice and fee history per person
Build a trusted pool of go-to external professionals over time
Article clerks get structured work experience — great for ICAI compliance
Briefing packets mean external resources start work prepared, not confused
Reviews and quality ratings help you improve your external talent network
0
Client data exposed to external resources beyond their scope
Full
Payment and delivery history per external professional
Faster peak-season ramp-up with managed external talent pool
Clear
Accountability for every piece of work delivered externally
👷 Bring order to your extended workforce today

Your freelancers and clerks deserve the same structure as your team

Stop managing external professionals over WhatsApp and informal agreements. TASCK gives every external resource a structured place in your workflow — with the right access, clear accountability, and clean payment records.

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