The Tools Your Firm
Uses Every Single Day.
Digital engagement letters, WhatsApp automation, a live compliance due-date calendar, document management, bulk task creation, and Excel import/export — all built directly into TASCK. No third-party tools, no extra subscriptions.
No credit card required · 8 practice utilities in one · Setup in minutes
Eight powerful tools. One platform. Zero extra cost.
Stop paying for 5 different SaaS tools for things that should be built into your practice management platform. TASCK includes them all.
Digital Engagement Letters
Create branded engagement letters from templates, send to clients for e-signature approval, and get signed copies stored automatically in the client's document vault.
WhatsApp Business Automation
Automated WhatsApp messages for task reminders, payment follow-ups, document requests, and filing confirmations — sent to clients from your registered WhatsApp Business number.
Email Notification Templates
Pre-built and customisable email templates for every client-facing communication — invoices, reminders, status updates, and onboarding sequences. Branded, professional.
Compliance Due-Date Calendar
A live calendar of every Indian statutory due date — GST, TDS, ITR, ROC, PF, ESI, PT. Personalised to your client portfolio so you only see the dates that matter to you.
Document Management
Client-wise folder structure for all documents — returns, filings, bank statements, certificates, engagement letters. Searchable, version-controlled, and access-restricted.
Excel Import & Export
Import clients, tasks, and billing data from Excel. Export any list — clients, tasks, invoices, outstanding — to Excel in one click. Seamless data portability.
Every utility, precisely built for CA firm workflows
These aren't generic tools bolted on — every utility is purpose-built around the specific tasks CA firm teams do repeatedly every day.
Engagement Letter Templates & E-Signature
Start from professionally drafted engagement letter templates for different service types — GST, ITR, audit, advisory. Send to clients via WhatsApp or email. They sign digitally; you get a legally valid copy stored automatically.
WhatsApp Automation Sequences
Define trigger-based WhatsApp sequences — when a task is due in 3 days, send a document request. When an invoice is 7 days overdue, send a payment reminder. All messages personalised with client name and amounts.
India Statutory Due-Date Calendar
Pre-loaded with all CBDT, GSTN, MCA, EPFO, and state PT due dates. Calendar updates automatically when the government announces extensions. Never consult a due-date booklet again.
Structured Document Folder System
Firm-level and client-level folder hierarchies. Tag documents by type, year, and compliance. Bulk upload, preview PDFs in-browser, share secure links with clients, and download ZIP archives.
Client Onboarding Portal
A dedicated white-labelled portal page for new clients — fill in their details, upload KYC documents, sign the engagement letter, and confirm the fee structure. Your onboarding becomes self-serve and repeatable.
Bulk Task Creation
When a new compliance period opens, select all applicable clients and create tasks for all of them in one operation. Apply template, set due date, assign team — 500 tasks created in 60 seconds.
Excel Import for Client & Task Data
Migrating from another system or spreadsheets? Import your complete client list, task history, and billing records via Excel. TASCK's import wizard validates and maps fields automatically.
Shareable Client Document Links
Generate a secure, time-limited link to a document or document set and share it directly with the client or their bank. No login required for viewing — but access is logged and controlled.
Digital engagement letters: from draft to signed in minutes
The engagement letter process is one of the most time-consuming manual tasks in a CA firm. TASCK automates it end-to-end — legally, professionally, and without chasing clients for signatures.
Select the engagement letter template
Choose from pre-drafted templates for GST compliance, income tax, statutory audit, management advisory, or custom service engagements. Each template is ICAI-compliant and ready to use.
Auto-fill client details from their profile
Client name, entity type, GSTIN, address, and service scope are pulled automatically from their TASCK profile. You review, adjust scope and fees, and the letter is ready in under 2 minutes.
Send to client via WhatsApp or email
Client receives a link to review the engagement letter on their device. The letter is displayed clearly with all terms, fee schedule, and scope. No login required to view.
Client signs digitally — legally valid
Client signs using OTP-verified e-signature directly on the engagement letter. The signed copy includes timestamp, IP, and OTP verification — legally valid under the IT Act.
Signed copy stored in client vault automatically
The executed engagement letter is stored in the client's document vault with version control. Your team is notified. The engagement is now formally active and traceable.
What happens when your tools stop fighting each other
CA firms that consolidate their practice utilities into TASCK eliminate tool-switching overhead, reduce subscription costs, and deliver a more professional client experience — all at once.
Everything you used to need separate tools for
All built into TASCK — included in every plan
Stop stitching together tools. Start working from one platform.
Digital engagement letters, WhatsApp automation, compliance calendar, document management, bulk task creation — all in TASCK. Reduce tool sprawl, reduce cost, and deliver a better client experience starting today.
No credit card required · All 8 utilities included · 14-day free trial