Consistent Delivery.
Every Time. Every Client.
TASCK's process control engine lets you define stage-by-stage workflows for every service type — with approval gates, SLA tracking, dependency rules, and a complete audit trail — so your firm delivers the same quality whether it's one client or five hundred.
No credit card required · SOP templates pre-loaded · Branch-ready from day one
Structure replaces guesswork
When every service type has a defined process, quality stops depending on individual experience and starts being a firm-wide standard.
Stage-Wise Workflow Definition
Define the exact stages for every service type — GST filing, income tax, audit, ROC. Each stage has its own assignee, SLA, and completion criteria.
Approval & Review Gates
Insert mandatory approval checkpoints — a senior must approve before a task can proceed to the next stage. Prevents premature completion and filing errors.
SLA Tracking & Overdue Alerts
Set time targets for each stage. TASCK tracks real vs planned time, flags SLA breaches in red, and escalates to the manager automatically.
Dependency Mapping
Stage 2 cannot begin until Stage 1 is complete. Client document upload must happen before data entry starts. Dependencies prevent out-of-order work.
Process Templates Library
Pre-built SOPs for GST filing, income tax audit, ROC compliance, TDS, and more. Import and customise — no starting from scratch.
Activity Log & Audit Trail
Every action on every stage — who did it, when, what changed — is permanently recorded. Full compliance-grade audit trail, always available.
Every control lever your operations team needs
From single-office practices to multi-branch CA firms, process control scales with you.
Visual Stage Board
Kanban-style board view for any workflow. Drag tasks between stages, see bottlenecks at a glance, and immediately understand where the work is stuck across all clients.
Custom Fields per Stage
Capture the specific data points needed at each stage — challan number at payment stage, acknowledgement number at filing stage, review comments at approval stage.
Branch-Consistent SOPs
A process defined at the firm level is available to all branches. Whether filing in Mumbai or Pune, the same SOP governs the work — brand standards are maintained automatically.
Process Versioning
Update a workflow template and choose whether to apply changes to ongoing tasks or only new tasks. Roll back to a previous version if a change causes issues.
Client-Triggered Stages
Certain stages only unlock when the client completes an action — uploading a document, approving a draft. TASCK enforces these dependencies automatically.
Process Efficiency Reports
See average stage duration, SLA breach rates, and bottleneck stages across all service types. Identify exactly where your process is slow and fix it with data.
Escalation Rules
Define escalation paths: if Stage 3 is overdue by 2 days, notify the manager; by 4 days, notify the partner. Escalations are automatic and logged.
Reusable Sub-Process Blocks
Build a "document collection" sub-process once and embed it into multiple service workflows. Reuse without re-creating — and update in one place.
From loose process to firm-wide SOP in hours
TASCK's process setup is fast, intuitive, and pre-populated with CA firm best practices — you refine, not rebuild.
Choose from pre-built SOP templates
Select from TASCK's library of CA-specific process templates — GST filing, ITR, audit, TDS, ROC. Each template comes with recommended stages, SLAs, and review gates.
Customise stages, SLAs, and roles
Adjust stage names, assign stage owners, set SLA durations, define dependency rules, and add custom fields. The SOP reflects how your firm actually works.
Publish and activate for services
Link the process to a service type. Every task of that service type — across all clients — now follows the defined workflow automatically.
Team works through structured stages
Staff see exactly which stage they're on, what's expected, and what they can't do until the previous step is done. No confusion, no skipping steps.
Managers track via real-time process dashboard
Partners and managers see every service's current stage, SLA status, and bottlenecks on a single screen. They intervene precisely where needed.
Process discipline delivers real results
When every team member follows the same documented process, quality becomes a system property — not a personality trait. Here's what that means for your practice.
Great CA firms run on great processes
Give your team structured workflows, give your partners visibility, and give your clients consistent quality — all from TASCK's process control engine.
No credit card required · Pre-built SOP templates · 14-day free trial