Service Catalog · TASCK for CA Firms

Your Services. A
Professional Menu.

Publish a branded service catalog. Clients browse your offerings, request services, and subscribe to packages — without you explaining your services over and over again.

No credit card required · 14-day free trial

Sharma & Associates — Service Menu
📋 Our Services
📄
GST Return Filing
Monthly
₹1,500/mo
Add
📊
Income Tax Return
Annual
₹3,000/yr
Add
🏢
Company Registration
One-time
₹8,000
Add
📑
TDS Filing
Quarterly
₹2,500/qtr
Add
🔍
Statutory Audit
Annual
Custom
Add
3 services in cart
Request Services →
Services you can publish
1 link
Share your entire catalog
0
Repeated service explanations
100%
Clients see exactly what you offer
Core Capabilities

Everything a professional service catalog needs

TASCK's service catalog is purpose-built for professional service firms — not generic e-commerce. Your services, your pricing, your workflow.

🗂️

Unlimited Service Listings

Publish every service your firm offers — GST filing, ITR, audit, company registration, compliance advisory. Each with its own description, price, and intake form.

💰

Flexible Pricing Display

Show fixed prices, "starting from" ranges, or "Contact for quote" for complex engagements. Clients set expectations before they even reach out.

📝

Custom Intake Forms

When a client requests a service, collect the exact information you need upfront — entity type, turnover, filing history — saving a full consultation call.

📦

Service Packages & Bundles

Bundle commonly requested services into packages (e.g. "Startup Starter Pack" or "Monthly Compliance Bundle") with combined pricing and clear deliverables.

🔍

Client-Side Search & Filter

Clients can search and filter by service category, billing cycle, or price range. Large catalogs stay organised and easy to navigate.

🔗

Direct Service Request Flow

Every listing has a "Request Service" button. Clients submit requests directly from the catalog — no email or phone needed. Requests land in your dashboard instantly.

Feature Deep-Dive

Built for professional services, not retail

🏷️

Category Organisation

Group services into categories — Tax Filing, Audit & Assurance, Registration, Advisory, Payroll — so clients find what they need instantly without scrolling through an endless list.

📅

Recurring Service Management

Mark services as monthly, quarterly, or annual. When a client subscribes, recurring tasks auto-generate in TASCK on the right schedule — zero manual setup needed.

👁️

Visibility Controls

Show or hide services per client segment. Offer enterprise-only services to large accounts, restrict sensitive services by client type, or draft new listings before publishing.

Instant Service Activation

When a client requests a service and you accept, TASCK automatically creates the engagement, assigns a team member, and launches the service workflow. One click, everything ready.

📊

Catalog Analytics

See which services get the most views and requests, where clients drop off, and which packages convert best. Data to improve your offering and pricing over time.

🤝

Client Portal Integration

The service catalog is directly accessible from each client's portal. Existing clients can request additional services without contacting your office — seamless upsell.

How It Works

From blank catalog to client requests in one afternoon

1

Build your service library

Add each service your firm offers. Write a clear description, set the price (fixed or custom), define the billing cycle, and add any intake questions specific to that service.

2

Organise into categories

Group services into logical categories — Tax, Audit, Registration, Advisory. Clients see a clean, organised menu rather than an overwhelming list.

3

Create packages (optional)

Bundle popular services into packages like "GST + ITR Combo" or "Startup Compliance Pack" with combined pricing and clear deliverables for easier decision-making.

4

Share with clients

The catalog URL is available in each client's portal automatically. Share it proactively in proposals, emails, and WhatsApp to let new prospects explore your services.

5

Accept requests and launch workflows

When a client requests a service, review the intake form, accept it, and TASCK auto-creates the engagement with the right team assignment and workflow template.

Business Outcomes

A catalog that works as your silent salesperson

CA firms that publish a service catalog see higher service adoption per client, faster engagement setup, and fewer inbound queries about "what do you offer?"

Clients understand your full offering without a consultation call
Upsell additional services to existing clients effortlessly
Faster engagement setup — intake forms pre-collect needed info
Professional image — clients see pricing upfront, no awkward conversations
Reduce scope creep — services have clear deliverables and pricing
New staff onboard faster knowing exactly what services exist
Analytics show which services to promote or price differently
Recurring services auto-trigger compliance tasks — zero missed filings
2.4×
More services per client when catalog is visible
0
"What services do you offer?" calls
70%
Faster engagement setup with intake forms
100%
Services discoverable by all existing clients
📋 Build your catalog in one afternoon

Make your services impossible to miss

Stop explaining your services on every call. Publish a professional catalog and let clients discover, request, and subscribe to your offerings — on their time, from their device.

No credit card required · 14-day free trial · Cancel anytime