Professionals Tasks Management

Track your tasks/assignments status, deadlines & due dates, employee's attendance, leaves & work done, and invoicing

The whole statutory year for your firm on one screen. Recurring due dates that regenerate themselves, workload you can actually see, and time that turns into bills.

The TaskPortal dashboard: eight summary tiles across the top, then a compliance calendar listing each filing with its category, lead and days left, with overdue tasks and team utilization below.
The task list: each filing on one line with its client count, pending, in-process and completed tallies, and hours logged against it.
The client list: name, status, PAN and contact for each client, with their pending, in-process and completed task counts and hours.
Today's attendance roster: each staff member with their status and separate log in and log out times, locations and hours worked.
The invoice list: invoiced, received and outstanding totals above a list of GST invoices with their client, due date, amount and status.
DashboardEverything due, and who is carrying it

The CA year, mapped

Your firm's statutory calendar, colour-coded and always current.

TaskPortal knows the shape of the Indian compliance year. Each head runs on its own rhythm — monthly, quarterly, or annual — and every due date regenerates the moment the last one is filed.

GST GSTR-1 · 3B
TDS 24Q · 26Q
Income tax Adv. tax · ITR
Audit u/s 44AB
ROC AOC-4 · MGT-7
Eight modules, one login

Everything a practice runs on — where the work already happens.

The same modules your team opens every day, mapped to how a firm actually operates: from the partner's control room to the article's timesheet.

Dashboard

The day in one glance

Overdue filings, what's due this week, and team utilization up top — so the partner knows where the firm stands before the first client calls.

Control

The partner's command room

Filter every engagement by client, head, staff, or status. Reassign work, clear bottlenecks, and see the whole book of work without opening a single file.

Client

Every client, fully identified

GSTIN, PAN, entity type, state and contacts on one master record — so returns are always filed against the right registration, every time.

Task

Deadlines that don't need re-typing

Set a return to recur monthly, quarterly or yearly and the next due date appears the moment you close the current one. Assign it, note it, move on.

Attendance

Check-in from wherever the work is

Staff mark attendance at the office or at a client site, with location captured. Worked hours and status derive themselves — no register to maintain.

Log

Time that becomes a bill

Hours booked against a task and client, rolled up per staff rate — turning the effort your team already puts in into billing you can actually raise.

Teams

Roles that match the hierarchy

Partners see everything; staff see their own clients and tasks. Departments, roles and rights map to how the firm is actually structured.

Settings

Shaped to your practice

Define your own departments, task types, roles and rates. Import a whole client list from a spreadsheet and be running the same afternoon.

The dashboard

The whole firm, before your first coffee.

Overdue filings, this week's due dates and team utilization sit at the top of the screen — the numbers a managing partner checks first, without hunting for them.

  • Overdue and upcoming, ranked by how late they are
  • Utilization per staff member, so no one is idle or drowning
  • Click any deadline to open the task and reassign it
Built for Indian practice

Made for how Professionals here actually work.

Not a generic project tracker with an Indian coat of paint. TaskPortal speaks GSTIN, PAN, 44AB and the ROC calendar as its native language.

Your data never leaves your control

Your data is always encrypted and remains secure. No one can access your data without your explicit permission. You can export your backup data in a password-protected format and securely import the same whenever required.

Encrypted Password-protected backup Export & import

Statutory language, out of the box

Heads for GST, TDS, income tax, tax audit and ROC come pre-shaped. Every task, client and log speaks the vocabulary your team already uses in a filing.

GSTR-1 / 3B TDS 24Q · 26Q ITR 44AB AOC-4 · MGT-7

Every change is on the record

An audit log captures who did what and when, so the trail behind a filing is always there when you — or the department — need to see it.

Audit trail Role-based access

Import your firm in an afternoon

Bring your existing client list in from a spreadsheet, define your departments and rates, and the practice is live the same day — no migration project.

Spreadsheet import No lock-in
Pricing

Simple, transparent plans

No per-user fees. No hidden charges. One price for your entire firm.

Free Trial
₹0
for 15 days
no card required

100% Free Start Free Trial
Monthly
₹500
per month
billed monthly

Flexible Get started
Quarterly
₹1,200
for 3 months
₹400 / month

Save 20% Get started
Half-yearly
₹2,200
for 6 months
₹367 / month

Save 27% Get started
See it on your own book of work

Bring your firm's deadlines under control.

Show us how your practice is organised and we'll set up TaskPortal with your departments, heads and rates — so you can watch a real filing move through it.