Connect TASCK with
tools your firm already uses
WhatsApp reminders, email providers, digital signatures, payment gateway, and more — TASCK plugs into your existing workflow so you don't have to change everything at once.
Built-in integrations, zero extra setup
Every integration ships with TASCK — no marketplace, no extra billing, no developer needed.
WhatsApp Business
Send automated task reminders, document collection requests, payment nudges, and filing deadline alerts directly on WhatsApp — where your clients actually respond.
- Automated due-date reminders to clients
- Document collection request messages
- Payment outstanding nudges
- Custom message templates per service
Email Notifications
Send professional email alerts for task assignments, invoice delivery, client portal access, and compliance due dates. Works with SMTP, SendGrid, or any mail provider.
- Task assignment notifications to staff
- Invoice & receipt delivery to clients
- Client portal welcome emails
- Custom email templates with your branding
Razorpay Payments
Accept subscription payments, invoice payments, and advance retainers via Razorpay — India's leading payment gateway. UPI, cards, net banking all supported.
- Online invoice payment with UPI / cards
- Subscription billing automation
- Auto-generated GST receipts on payment
- Payment status synced to client ledger
Digital Signatures (e-Sign)
Send engagement letters, audit reports, and consent forms for digital signature. Clients sign from any device. Signed copies are stored securely in TASCK.
- Engagement letter dispatch and tracking
- Client approval with audit trail
- Signed document auto-filing in client profile
- OTP-based secure signing workflow
Excel Import / Export
Migrate your existing client data from Excel in minutes. Export task reports, billing summaries, and client lists to Excel for partner review meetings.
- Bulk client import from Excel template
- Task status export for reporting
- Billing and outstanding export
- Custom report download in Excel/CSV
Client Portal
Give every client their own self-service portal to view task status, download invoices, upload documents, and approve engagement letters — without calling your office.
- Task status visibility for clients
- Invoice and receipt download
- Document upload by clients
- Engagement approval with e-sign
Automate client follow-ups
directly on WhatsApp
Indian clients respond to WhatsApp 10× faster than email. TASCK's WhatsApp integration sends the right message at the right time — automatically.
Engagement letters signed in minutes, not days
Send engagement letters, audit reports, and consent forms to clients for digital signature. No printing, no couriering, no chasing.
Create & Send
Generate an engagement letter from a template and send a signing link to the client via WhatsApp or email — in seconds.
Client Reviews & Signs
Client opens the secure link, reviews the document, verifies via OTP, and signs with one click from any device.
Auto-Filed in TASCK
The signed copy is stored in the client's document folder. An audit trail records who signed, when, and from which device.
Documents you can send for e-sign
More integrations coming soon
We're constantly expanding the TASCK ecosystem based on what CA firms need most.
Sync client billing data directly with Tally for seamless accounting
Auto-fetch GSTR-2B data for reconciliation without manual download
Sync client documents to your preferred cloud storage automatically
Two-way sync leads and client data with Zoho CRM
Connect everything. Run your firm smarter.
All integrations are included in every TASCK plan — no add-on costs, no extra configuration.