Practice & Task Management

Task management software for CA, CS & CMA practices

Recurring work, documents, billing and staff for chartered accountants, company secretaries, cost accountants, tax consultants and advocates, in one system.

  • Recurring work opens itself on its due date
  • GST invoices, receipts and group billing
  • ₹14,000 one time · all 21 modules included
See pricing What's inside
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29
Screens included
nothing locked away
21
Ready reports
each one exports to Excel
5
Professions served
CA, CS, CMA, tax, legal
1
Price, no tiers
one edition for everyone
Who it's for

Built for CA, CS, CMA and tax practices

The same compliance work, for the same clients, period after period, and a bill at the end of it.

CA 01
Chartered Accountants
  • GSTR-1
  • GSTR-3B
  • ITR
  • Tax audit
CS 02
Company Secretaries
  • MGT-7
  • DIR-3
  • Charges
  • Minutes
CMA 03
Cost Accountants
  • CRA-3
  • CRA-4
  • Cost records
TAX 04
Tax Consultants
  • ITR
  • TDS
  • Advance tax
  • Notices
ADV 05
Advocates
  • Hearings
  • Replies
  • Process log
  • Your own work types and checklists
  • Clients, groups and firms in one place
  • Same price for every profession
Why offices move to it

Three problems every CA office has, solved properly

Not a longer to-do list, but a system that opens the work, bills it, and shows you where it stands.

Auto-generated assignments

The work opens itself

Set a work monthly, quarterly or yearly. On its date the assignment opens by itself, with the checklist and staff member already on it.

Work to invoice

Finished work turns into a bill

Completed work waits ready to bill. Tick it and the GST invoice is raised, sub-client wise for a group, and receipts come off the dues.

Dashboard & reports

You can see the practice

Who owes what, what is overdue, who is loaded and what came in this month, all on one dashboard, with twenty-one reports that export to Excel.

Features

Every module a practice needs, in one suite

All of it is included at the single price. There is no higher edition.

Enquiries & Quotations
Log a prospect, send a fee quotation built from your service catalogue, and track what was accepted.
Client Master
GSTIN, PAN, TAN, CIN and Udyam in one file, with parent and sub-client groups for a family of firms.
Work Master
Set up your services once: rate, frequency, step checklist and the documents each one needs.
Assignments
Recurring work opens itself on the date you choose, carrying its own checklist and staff member.
Auto Generated Assignments
Monthly, quarterly, half-yearly and yearly work is raised on the generation date set against it, so no period is ever skipped.
Client Grouping
A family of firms under one parent client, billed together on a single invoice and settled firm by firm.
Notices & Court Cases
Departmental notices and hearings with reply dates, authority, and a running process log.
Due Calendar
Statutory deadlines and client work on the days they fall due, a month at a glance.
Work Status Board
Every live job by stage, so a partner can see what is stuck without asking anyone.
GST Invoicing
Bill a client or a whole group on one invoice, sub-client wise, with GST and amount in words.
Payments & Receipts
Receipts against an invoice or on account, discount allowed recorded separately from cash.
Client Ledger
Billing and collection as a running account, with the closing balance matching the dues.
Document Tracker
Papers in and out of the office, who brought them and when they went back.
Expenses
Office spending by category, feeding the monthly profit figures.
Staff, Attendance & Salary
Employee master, daily attendance, salary register and a statement per person.
Reports & Analytics
Twenty-one ready reports (dues, ageing, work done, staff workload), each one exporting to Excel.
Client Search
One box: search a firm by name, phone, contact person or email and read the whole file.
Email from the App
Send an invoice, receipt, quotation or reminder using your own templates and mail account.
Due Reminders
What needs attention today on the bell and in the corner, dismissed or pushed back as you like.
User Management
Add a login, set who may view, add, edit or delete, and choose which screens each person sees at all.
Settings
Firm details, GST and invoice numbering, mail account, reminder rules and the look of the app, all in one tab.
Inside the software

This is what your practice looks like on the screen

12 of the screens you will live in. Pick a part of the practice, or tap any screen to see it larger.

Real screens from the software. The practice, clients and figures are the made-up sample book it ships with.

Excel, WhatsApp and memory

Why a CA office outgrows spreadsheets

A sheet is fine for ten clients. The trouble starts at a hundred, and it never announces itself. It arrives as one missed return.

A sheet and a group chat EasyMyTask
Due dates Right only while somebody remembers to update it Every return opens itself on its own date
Who is on it Ask on the group. Ask again on Friday A name, a stage and a due date on every job
Client history Three folders and somebody's memory One page: works, documents, invoices, notices
Raising a bill Retype it, then recheck the GST Tick the finished work and the invoice is raised
Outstanding Add it up again at month end Live on the dashboard, with a six-month chart
Staff leaving The work leaves with them Reassign, and the checklist and history go across
A question Search files until it stops mattering Twenty-one reports, each exports to Excel
Pricing

One price. Every feature.

No modules to buy later, no feature held back for a bigger plan.

Complete suite
₹14,000 one time

Includes 2 user logins.

  • All 21 modules, nothing locked
  • 2 user logins with their own rights
  • Unlimited clients, works and assignments
  • GST invoicing, receipts and group billing
  • 21 reports, each exporting to Excel
  • Email from your own mail account

Extra user login

₹500 per login

Add a login whenever somebody joins. Each one gets its own username, its own view / add / edit / delete rights, and only the screens you allow.

Yearly AMC

₹5,000 per year
  • Support through the year
  • Updates released in the period

Not charged extra

Clients, works, assignments, invoices, reports and documents are not counted or capped. You pay for the software and for the people using it, nothing else.

After you pay

How your practice gets started

No installation on your machines, no server to arrange, nothing for your staff to download.

  1. Tell us about your practice

    Send the enquiry on this page or call. We will show you the software against your own services and your own recurring returns, not a demo firm's.

  2. Pay for the licence

    Rs 14,000 one time for the licence, including 2 logins, then the AMC of Rs 5,000 per year from the second year. Pay by UPI, bank transfer or cheque, whichever suits your office.

  3. Send us the payment screenshot

    On email or WhatsApp. That is what starts the account. You do not have to chase anybody for a confirmation first.

  4. We set the practice up

    Your firm details, your letterhead particulars, the services you actually offer and a login for each person with the rights you want them to have.

  5. We walk your team through it

    A session over call and screen share, with your own data already on the screen. Staff see their own work, not a manual.

  6. Then we stay reachable

    The first year's support comes with the licence. From the second year the AMC of Rs 5,000 per year covers support and the updates released in that period.

FAQ

Questions before you buy

What is EasyMyTask?

EasyMyTask is task and practice management software for professional offices. It keeps your client master, recurring work, notices, billing, receipts, staff and reports in one place, so nothing depends on a spreadsheet or on somebody remembering.

Who is it for?

Chartered Accountants, Company Secretaries, Cost Accountants, tax consultants and advocates: any practice that does repeating compliance work for a list of clients and bills for it.

What does it cost?

Rs 14,000 one time for the complete software, including 2 user logins. Each additional login is Rs 500. Annual maintenance is Rs 5,000 per year. Every feature is included. Nothing is held back for a higher plan.

What is the yearly AMC for?

The Annual Maintenance Contract covers the software being looked after for the year: support when you need it and the updates released in that period. Rs 5,000 per year. Get in touch for exactly what your licence includes.

Are any features locked behind a higher plan?

No. There is one price and one edition. Invoicing, reports, email, the due calendar, staff and attendance, and everything else are all in it.

How many people can use it?

2 logins are included. Add as many more as you need at Rs 500 each. Each person gets their own username, their own rights (view, add, edit, delete), and you choose which screens they see.

Does recurring work get created automatically?

Yes. Set a work as monthly, quarterly, half-yearly or yearly and pick the day each period should open, for example the 1st of every month, the 10th of the second month of each quarter, the 1st of April every year. The assignment is created on that date with its checklist and its staff member already on it. Come back after a long break and every period in between is waiting, none missed and none duplicated.

Can one invoice cover a group of firms?

Yes. Link sub-clients to a parent and raise one invoice in the parent's name. The PDF lists the work sub-client wise with a total per firm, and each firm's share comes off its own dues. Receipts work the same way, including a receipt collected on account for one firm in the group.

Does it handle GST?

GST is charged at your configured rate on every invoice, the GSTIN is validated as it is typed, and the PAN and state code are read out of it. Invoices, quotations and receipts all print with your firm details and bank particulars.

Can I email documents to clients from the software?

Yes, through your own mail account. Invoices, receipts, quotations, work-done notes, payment reminders and document requests each have a template you can word yourself, and every send is logged against the client.

Where is my data kept?

The software runs on your own server or hosting, and the database is yours. Nothing is shared with anyone else, and you can take a backup whenever you like.

Can I try it before buying?

Send the enquiry form on this page and we will walk you through it with your own kind of work in front of you.

What about support and updates?

Get in touch for the current support and update terms for your licence.

See it with your own work in front of you

Tell us the kind of practice you run and we will show you how EasyMyTask handles it: your services, your recurring returns, your billing.

Send an enquiry 9923430700