Deadlines don’t wait.
Now you don’t have to.
Organise GST, ITR and TDS work with recurring tasks, configurable statuses and checklists. Assign your team, collect documents and keep due dates visible.
Prepare ✓Review ✓File ↗
✳ A LITTLE LESS CHAOS. A LOT MORE CLARITY.
Your practice.
Perfectly in sync.
CA practice management software to manage clients, recurring compliance tasks, documents, staff attendance and outstanding fees — together in one beautifully organised workspace.
Made for Indian CA firms·Built around your workday
Everything in its placeA clearer view of every task
Your next deadline?Already on your radar.
ONE WORKSPACE. YOUR ENTIRE PRACTICE.
Chartered accountants
Tax practitioners
Growing CA firms
THE BIG PICTURE, WITHOUT THE BUSYWORK
Less chasing.
More getting things done.
Start your day knowing what needs attention, who’s working on it, and what’s next.
Workspace / OverviewInteractive preview · Sample data
A good day to get ahead.
Here’s how your practice is shaping up.
Your priorities
A little focus goes a long way✦
Bring your team, deadlines and client work into one clear view.
Click the workspace sections to exploreOne connected view. Fewer open tabs.
THOUGHTFULLY CONNECTED
All the moving parts.
One smooth-running practice.
From the first document to the final payment, keep work moving.
Deadlines don’t wait.
Know every client.
Find every detail.
Keep client profiles, portal credentials, PAN details and documents together. Import records and add the fields your practice needs.
AC Acme IndustriesRK Riya Kapoor+
Great work is
a team effort.
Assign ownership, follow progress and keep conversations with the task. Bring time tracking, attendance, leave and activity logs into the picture.
ASRKPMEveryone on the same page.
Work completed.
Value accounted for.
Automatically account for completed-task fees in client balances. Manage packages, record payments and discounts, and let clients pay online through their portal.
CLIENT BALANCE · SAMPLEAcme Industries
Paid₹12,500Documents, sorted
Client files, working papers and an in-out register, organised in one place.
A connected client portal
Let clients view tasks, submit documents, download available files and pay outstanding fees online.
Expiry dates on your radar
Track licences, DSCs, registrations and employee documents with expiry dates and reminder preferences.
Room for your firm to grow
Switch between firms and keep clients, staff permissions and work organised within each firm.
A BETTER DAILY RHYTHM
From scattered
to sorted.
Your practice already has a way of working. Tasknivo helps bring it all together.
Bring your clients in.
Import client records and organise the information, documents and services that matter.
Give every task a home.
Set up workflows, assign your team and keep compliance dates visible to everyone involved.
Keep your practice moving.
Review progress, collect client documents and turn completed work into tracked client dues.
YOUR CLIENTS, CONNECTED
A client portal that keeps work moving.
Give clients a clear place to view their work and share the documents you need.
Tasks & documents
View task details and submit files. Replace or remove eligible input files while a task is pending or waiting for documents.
Controlled access
Choose which portal features and documents clients can access through your firm settings.
Online payments
View outstanding balances and pay online through Razorpay.
Firm-specific login
Clients linked to multiple firms can choose their firm at login and switch between available firms.
ROOM TO GROW
Choose a plan for your practice.
A one-month Free Trial and annual paid plans, with clear limits for clients, users and document storage.
Free Trial
Freefor one month
- 5,000 active clients
- 500 GST clients
- 20 users
- 0.50 GB document storage
Premium
Rs. 5,999per year
- 1,000 active clients
- 250 GST clients
- 10 users
- 5.00 GB document storage
Enterprise
Rs. 9,999per year
- 5,000 active clients
- 500 GST clients
- 20 users
- 5.00 GB document storage
Enterprise 750
Rs. 15,999per year
- 5,000 active clients
- 750 GST clients
- 40 users
- 10.00 GB document storage
Enterprise 1000
Rs. 24,999per year
- 5,000 active clients
- 1,000 GST clients
- 60 users
- 20.00 GB document storage
Firm accounts are set up by the Tasknivo team. Existing firm administrators can purchase available plans from Subscription after signing in.
A FEW THINGS YOU MAY BE WONDERING
Good questions.
Clear answers.
Get to know your practice’s
new favourite workspace.
Who is Tasknivo built for?
Tasknivo is designed for Chartered Accountants, tax practitioners and teams managing client work, Indian compliance deadlines and day-to-day office operations.
Can I manage GST, ITR and TDS work?
Yes. Tasks, recurring schedules, due dates and configurable statuses bring GST, income tax and TDS work into one place, with clear ownership and progress tracking.
How does Tasknivo help with client follow-ups?
Clients can sign in to their portal to view permitted tasks, submit documents and see outstanding fees. In-app notifications keep relevant updates visible.
Can I manage more than one firm?
Multi-firm support helps organise separate firms or branches, their clients and their work under one account.
Can billing stay connected to completed work?
Completed-task charges feed into client dues. Track payments, discounts and packages, and offer online payment through the client portal.
How do I get started?
The Tasknivo team sets up your firm with a selected plan. Your firm administrator can then add staff and clients and configure tasks and portal access.
How do clients access their portal?
Your firm provides client login credentials. Clients assigned to multiple enabled firms choose a firm when signing in.
What limits apply to my plan?
Each plan includes limits for active clients, GST clients, users and document storage. Firm administrators can review usage and purchase additional storage from Subscription.
MORE CLARITY. MORE CONTROL. MORE POSSIBILITY.
Make room for
your best work.
Bring your entire practice together with Tasknivo.
Request a demo