Practice Analytics · TASCK for CA Firms

Run Your Firm on
Data, Not Gut Feel.

TASCK's practice analytics gives partners real-time visibility into task completion rates, staff productivity, billing realisation, outstanding receivables, and client profitability — always current, zero manual effort.

No credit card required · Live dashboards · Export-ready for partner meetings

Practice Overview — Oct 2025
Tasks On-Time
94%
⚠️
Overdue Tasks
8
🧾
Billed This Month
₹4.2L
💰
Collected
₹3.1L
📊
Outstanding
₹1.1L
👥
Staff Utilisation
82%
Tasks Completed · Last 6 Months
May Jun Jul Aug Sep Oct
Core Analytics

The metrics that actually matter to partners

TASCK surfaces the KPIs partners care about — not raw database dumps, but actionable insights about practice health, team performance, and financial outcomes.

📈

Task Completion Rate

What percentage of tasks are completed on time — broken down by staff member, service type, and compliance period. Spot performance patterns before they become problems.

On-Time Filing Compliance

Track your firm's on-time filing rate across GST, TDS, ITR, and ROC. Pinpoint the compliance categories and client segments where delays are concentrated.

👥

Staff Productivity & Workload

Each staff member's assigned tasks, completed tasks, overdue tasks, and average completion time — in one view. Balance workloads fairly based on real data.

💰

Billing Realisation Rate

Billed vs collected — by month, by client, by service type. Know your realisation percentage and identify which clients need stronger collection attention.

📊

Outstanding Receivables Aging

Total outstanding aged into 0-30, 31-60, 61-90, and 90+ day buckets across all clients. Prioritise collection calls with precision — not guesswork.

🏆

Client-Wise Profitability

Understand which clients generate the most revenue and which consume disproportionate staff time. Make informed decisions about pricing and client mix.

Every metric your practice review meeting needs

Pre-built reports — no data analyst or BI tool required

Task Completion % On-Time Filing Rate Staff Utilisation Billing Realisation Outstanding Aging Client Revenue Rank Service-wise Volume Month-over-Month Trend Overdue by Staff Collection Efficiency Top Revenue Clients Write-off Analysis Avg Task Duration SLA Breach Rate Workload Distribution
Feature Deep-Dive

Dashboards built for CA firm decision-making

Not generic charts — purpose-built analytics for the specific questions CA firm partners ask every single month.

📅

Month-over-Month Trend Charts

Visual trend lines for tasks completed, revenue billed, and collections over the last 6 or 12 months. Spot seasonal patterns, growth trends, and performance dips instantly.

🔍

Drill-Down Filtering

Click any metric to drill down — from firm-level to team-level to individual staff to individual client to individual task. Every number is traceable to the underlying data.

📤

Export for Partner Review Meetings

One-click export to PDF or Excel for monthly partner reviews. Pre-formatted with the metrics that matter most — ready to present without additional formatting.

🎯

Target vs Actual Tracking

Set monthly billing and task volume targets. TASCK shows actual vs target in real time so you know mid-month whether you're on track — not at month-end when it's too late.

🧑‍💼

Individual Staff Report Cards

Each staff member's personalised performance view — tasks assigned, completed, overdue, average turnaround time. Fair, data-driven, and transparent for appraisals.

🏢

Branch-Level Comparison

For multi-branch firms — compare branch performance on task completion, revenue, and SLA adherence side by side. Hold every office to the same documented standard.

🔔

Automated Weekly Digest for Partners

Partners receive an automated weekly email with the top 5 metrics — overdue tasks, outstanding receivables, task completion rate, billed amount, and collected amount.

📊

Custom Report Builder

Build reports by combining any dimensions — client segment, service type, staff member, period. Save custom views and run them any time without rebuilding each month.

What You Get

From raw activity to partner-ready insight

TASCK automatically aggregates everything your team does into meaningful reports — zero extra data entry, zero BI setup.

1

All activity is captured automatically

Every task update, invoice, payment, and login is logged by TASCK. There is no separate analytics data entry. Reports are built from the work your team already does every day.

2

Partner dashboard updates in real time

The practice overview dashboard refreshes as tasks are completed and payments are recorded. Partners always see current data — not last month's exported spreadsheet.

3

Pre-built reports for every use case

Staff productivity, outstanding aging, compliance rate, billing realisation — all pre-built as one-click reports. No pivot table expertise required from your management team.

4

Filter and drill down to the source

Click any number to filter by date range, client, staff member, or service type. Understand why a metric is what it is — not just what it is — so you can act on it precisely.

5

Export and share with stakeholders

Export any report to PDF or Excel in one click. Share with co-partners, bank relationship managers, or ICAI peer reviewers — always formatted and professional.

Business Outcomes

What data-driven practice management delivers

Partners who run their CA firm on TASCK analytics make faster, more confident decisions — because they see reality, not what they hope is happening on the ground.

Partners spend 30 minutes in review meetings instead of 3 hours reconstructing data
Staff performance conversations are based on facts, not perception or memory
Underperforming clients are identified early and repriced or exited
Billing gaps are caught automatically — no more end-of-year billing surprises
SLA breaches are flagged before clients notice and complain about delays
Seasonal workload spikes are visible 6 weeks ahead — plan hiring accordingly
Collection priorities set by data — highest outstanding, oldest aging, first
Year-over-year practice growth is clearly visible and trackable for partners
10×
Faster partner reviews with live dashboards
95%
On-time filing rate for TASCK analytics firms
Live
Dashboard — no weekly report waiting time
1-click
Export to PDF for partner board meetings
📊 Practice analytics built for CA firm partners

Stop running your firm on intuition. Start running it on data.

TASCK gives you real-time visibility into every dimension of practice performance — so you make better decisions faster and build a more profitable, scalable CA firm.

No credit card required · Live dashboards from day one · 14-day free trial