Next-Gen CA Practice Automation Engine

Your Practice.
In One Flow.

India's premier cloud platform for CAs, Tax Advocates & Consulting Firms. Automate GST, ITR, TDS & ROC compliance workflows, dispatch WhatsApp invoices with instant UPI QR codes, and track team billable hours in real-time.

Start 14-Day Free Practice Trial Explore Features

https://pms.e-reg.in/#pms-dashboard

DUE TODAY

18 Tasks

GSTR-3B & Advance Tax

WHATSAPP REVENUE

₹4,85,000

1-Click UPI QR Payments

ACTIVE CLIENTS

142 Clients

9-Tab Vault Active

STAFF PRODUCTIVITY

94.2% SLA

Real-Time Stopwatches

WhatsApp CRM Live: Auto-dispatched 42 GSTR-1 reminders with zero phone tab redirects. ALL SYSTEMS ONLINE

Enterprise Capabilities

Everything Your Practice Needs to Scale

Engineered specifically for Indian Chartered Accountants, Tax Consultants, and Corporate Secretaries.

Statutory Compliance Matrix

Auto-populates Indian FY deadlines for GSTR-1, GSTR-3B, ITR 1-7, Tax Audit 44AB, AOC-4, and MGT-7 with mandatory checklist enforcement.

1-Click WhatsApp Invoicing & CRM

Send GST compliant Tax Invoices directly with dynamic UPI click-to-pay QR codes. Sync WhatsApp client documents automatically to Google Drive.

Live Team Telemetry & Stopwatches

Track which staff is working on which client's return in real-time. Mandatory reason requirement prevents unbilled work and lost hours.

Government Portal Credentials Vault

Zero-friction 1-click bookmarklet auto-fill on GST, Income Tax, TRACES, and MCA portals with AES-256 local encrypted storage.

DSC Expiry & Notice Tracker

Track client Class 3 Digital Signature expiry dates with 30-day proactive warning alerts and manage Section 143(1)/148/ASMT-10 notices.

Automated Scheduled Reminders

Automated background reminder scheduler triggers WhatsApp and Email alerts 3 days before filing due dates with manual confirmation guards.

Practice ROI Estimator

Calculate Your Time & Cost Savings

See how much billable time TaxFlow saves your firm every month by eliminating manual WhatsApp reminders and follow-up calls.

Number of Active Practice Clients: 75 Clients

Number of Staff / Articles: 3 Staff

Estimated Monthly Billable Time Saved:

48 Hours

Equivalent to gaining 6 full working days every single month.

Estimated Unbilled Revenue Recovered:

₹24,000 / month

Simple, Transparent Pricing

Invest in Growth, Not Admin Chaos

Start with a 14-day full feature trial. No credit card required.

Starter

Ideal for sole practitioners & new firms.

₹999/ month

• Up to 75 Active Clients
• 2 Staff User Accounts
• GST & ITR Compliance Matrix
• Tax Invoicing & UPI QR Codes
• Government Credentials Vault

Start 14-Day Free Trial

Most Popular

Professional

For established CA & tax consulting practices.

₹1,999/ month

• Unlimited Active Clients
• Up to 6 Staff User Accounts
• WhatsApp CRM & Google Drive Sync
• Automated Scheduled Reminders
• Live Stopwatch & Team Telemetry
• DSC & Notice Litigation Hub

Start 14-Day Free Trial

Enterprise

For multi-partner firms & large audit houses.

₹3,999/ month

• Unlimited Staff & Clients
• Multi-Branch Firm Support
• Custom Subdomain (`pms.yourfirm.com`)
• Priority 24/7 WhatsApp Support
• Dedicated Onboarding Manager

Contact for Custom Setup

Sign In Start Free Trial

TaxFlow PMS

Welcome to TaxFlow PMS

Your Practice. In One Flow.

Continue with Google

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Or sign in with email

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Email Address *

Password * Forgot Password?

Sign In to Practice

Start 14-Day Free Pro Trial

Setup your CA firm workspace in 30 seconds.

Sign up with Google

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Or register firm details

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CA Firm / Practice Name *

Managing Partner / Your Name *

WhatsApp Mobile *

City / State

Email Address *

Password *

Activate 14-Day Free Workspace

Reset Account Password

Enter registered email to receive instant reset link.

Registered Email Address *

Send Password Reset Link Back to Sign In

Verify Email Address

Enter the 6-digit code sent to your email.

6-Digit Verification Code (OTP) *

Verify & Access Workspace

Resend Verification Code

Tax & Compliance Knowledge Hub

Stay informed with latest statutory updates, GST circulars, income tax case laws, and ROC amendments.

Topic: All Topics GST Updates Income Tax ROC & Corporate TDS / TRACES

Loading latest tax compliance articles...

Practice Services & Registration Catalog

Transparent professional fee structure for corporate legal, tax compliance, and business licensing.

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CMS & Tax Articles Management

Publish statutory updates, client newsletters, and update practice services catalog on e-reg.in.

Write New Article

Published Knowledge Articles

Article Title	Category	Views	Author	Published Date	Actions
Loading articles...

Practice Overview Dashboard

Real-time status tracking across tasks, to-dos, and team time logs.

Last Refreshed: Just now

Tasks Todo Live Time Tracking 0

Category Filter: All GST Income Tax TDS ROC / MCA Audit Accounting

Due Today

0

Urgent Action

Due Tomorrow

0

Upcoming

Due In 7 Days

0

This Week

Due After 7 Days

0

Scheduled

Due In 30 Days

0

This Month

Due After 30 Days

0

Future Months

Overdue Up To 7 Days

0

High Attention

Overdue > 7 Days

0

Critical Escalation

Due Total

0

All Active Tasks

Practice Revenue & Realization (Billed vs Collected)

₹0 Collected

Statutory Compliance Distribution by Category

0 Active Filings

Task Statuswise Summary

Status	Total Tasks	Action
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Team Userwise Tasks

Team Member	Role	Assigned Tasks
Loading team workload...

Unassigned Tasks

0

Assigned Tasks

0

Total Tasks

0

Period Wise Task Summary

Period	Task Count
Loading period report...

All Tasks

0

Due Today

0

Due Tomorrow

0

Due In 7 Days

0

Overdue

0

Without Due Date

0

Add New Personal To-Do

Add To-Do

Loading your to-do items...

Active Time Tracking Sessions

Auto-refreshes every 30 seconds. Mandatory comment required on stop.

Start My Timer

User Name	Client Details	Task	Start Time	Comment	Action
No active time tracking sessions right now.

Employees Not Tracking Time (0)

• Loading employee status...

Today's Logged Time Entries

Total duration today: 0.00 hours

User	Client / Task	Duration
No logged entries for today yet.

Client Master Directory

Single source of truth for corporate & non-corporate client master records.

Bulk Import (Excel/CSV) Onboard New Client

Entity Group: All Clients Companies (Pvt Ltd / Ltd) LLP Firms Partnership Firms Proprietorships & Individuals Trusts & Societies

All Services Opted GST Compliance Income Tax TDS Returns MCA / ROC Tax Audit All Statuses Active Clients Inactive Clients

Code	Client Name / Trade	Constitution	PAN	Primary GSTIN	Services Opted	Status	Actions
Loading clients...

Statutory Compliance & Task Execution Engine

End-to-end statutory filing workflow (GST, Income Tax, TDS, ROC, Audit).

Table Kanban Board

Bulk Task Generator Single Task

Filter Category: All Tasks GST (GSTR-1/3B/9) Income Tax & Audit TDS (24Q/26Q) ROC (AOC-4/MGT-7) Statutory Audits

Pending Tasks (Default) Not Started In Progress Under Review Completed Tasks All Tasks (Show Completed) All Due Dates Due Today Due Tomorrow Due In 7 Days Due After 7 Days Due In 30 Days Due After 30 Days Overdue Tasks Without Due Date

	Task ID	Compliance Task Title	Client Name	Category	Assigned To	Due Date	Priority	Status	Action
Loading statutory tasks...

Pending Data / Not Started

0

Drafting & Computation

0

Article / CA Review

0

Filed & Certified

0

0 Selected

Set Status... Not Started In Progress Under Review Completed Apply

Re-assign To... Re-assign

Set Date

Delete Selected Clear

Personal To-Do & Action Items

Daily personal checklist, follow-up reminders, and priority tasks.

Add New Action Item

Save Item

Loading your to-do items...

Live Team Time Tracker & Timesheets

Track billable hours across clients and audit assignments.

Start Timer Now

Live Active Stopwatch

00:00:00

Status: Ready to track

Start Session Stop Session

Team Live Sessions (Auto-refresh 30s)

Employee	Client	Task Title	Start Time	Active Comment	Action
Loading active team sessions...

Billing, Invoicing & Receipts Management

Retainer billing, 18% GST calculation, payments, and outstanding tracking.

Create Invoice

Total Billed

₹0

Total Collected

₹0

Outstanding Fees

₹0

Invoices & Receipts Ledger

Invoice Number	Client Name	Invoice Date	Due Date	Subtotal	GST (18%)	Total Amount	Paid Amount	Status	Action
Loading invoices...

Communication Center & Bulk Reminders

Automated statutory due date reminders, bulk WhatsApp dispatch, and physical register ledger.

Compose Single Message

Bulk Client Reminders Quick Custom Bulk Sender Automated Auto-Reminders Scheduler Sent Communication History Physical Document Register

Select Target Clients

0 Clients Selected

Campaign Filter: All Clients Pending GST Expiring DSCs Unpaid Invoices

	Client Name	Primary Mobile	Status
Loading client list...

Compose Campaign Template

Template Presets GSTR-3B Filing Reminder (20th Due Date) GSTR-1 Sales Data Request (11th Due Date) Income Tax Return (ITR) Documents Request (AIS/26AS/Bank) Advance Tax Installment Reminder (15th) DSC Digital Signature Expiry Renewal Notice Professional Fee Outstanding Reminder Custom Practice Notification

Personalized Message Body Supports {{client_name}}, {{firm_name}}, {{pan}}

Live Sample Preview:

Select a template to preview personalized text.

Direct WhatsApp Dispatch Direct Email Dispatch

Dispatching reminders in background... 0%

Custom WhatsApp Contacts

Add individual contact numbers and custom messages, or paste in bulk.

Add Row Clear

+ Add Another Number Anti-spam pacing: 4–6s random delay

Quick Paste & Dispatch

Quick Paste Numbers (One number per line or comma-separated): Import Numbers to List

Default Message Body (applied to rows without custom text):

Send Bulk via WhatsApp

Sending messages... 0%

Automated Auto-Remind Scheduler

Continuous background engine automatically triggers WhatsApp & Email alerts when schedules are due.

WhatsApp Device Link Run Auto-Remind Now New Auto-Schedule

Active Schedulers

0 Active

Total Auto-Dispatched

0 Sent

Linked WhatsApp

Connected

Practice WhatsApp Gateway

Status: Checking status...

Open WhatsApp Web Direct Test Message Re-Link / QR

Configured Auto-Reminder Rules

Recent Automated Dispatches Log (WhatsApp & Email)

Schedule Rule	Target Client	Channel	Recipient	Message Snippet	Status	Timestamp
Loading automated dispatch logs...

WhatsApp & Email Sent History Log

Client	Channel	Message Summary	Timestamp
Loading logs...

Physical Document Register (Inward / Outward)

Track physical books, file folders, DSC tokens, and print adhesive QR code tracking stickers.

New Register Entry

Tracking ID	Client Name	Document / Items	Direction	Bearer / Courier	Received Date	Status	Actions
Loading physical document register...

WhatsApp CRM & Google Drive Hub

Direct client conversations, smart tag categorization (Business, Personal, ITR, MCA, GST), and automated Google Drive cloud backup.

Checking...

Drive Setup

Sync Chats Drive Settings New Chat

All Direct / Clients Groups Business Personal ITR MCA GST Archived Unassigned

Loading conversations...

Select a conversation

Choose a chat from the directory or start a new conversation to view messages, manage tags, and sync to Google Drive.

Start New Conversation

C

Client Name

+91 00000 00000

Tag Chat

Manage Chat Tags

Business Personal ITR MCA GST Audit Billing

Link Client Save to Drive

Templates: -- Quick Reply Templates -- ITR Filing Document Checklist GST Return Filing & Purchase Data Due Annual MCA Filing (MGT-7 & AOC-4) Notice Bank Statement & Interest Cert Request DSC Expiry & Renewal Request Outstanding Professional Fee Follow-up

file.pdf

Canned Replies & Slash Macros

Client & Drive Hub

Select a chat to view associated client details, compliance tasks, and Google Drive files.

Digital Signature Certificate (DSC) Tracker

DSC expiry alerts (60/30/15/7/1 days) and automated renewal notices.

Register New DSC

Client Name	Signatory Holder Name	PAN	Cert Provider	Serial Number	Expiry Date	Status	Action
Loading DSC records...

Staff Attendance & Leave Workflow

Web clock punch, biometric logs, and manager leave approvals.

Apply Leave Web Punch Check-In / Out

Today's Staff Attendance

Employee Name	Check-In	Check-Out	Hours	Status
Loading attendance...

Leave Applications

Staff Name	Type	Dates	Status
Loading leave requests...

Income Tax & GST Notice Tracker

Track statutory scrutiny notices u/s 143(1), 148, ASMT-10, and appeal dates.

Log Statutory Notice

Client	Notice Type	Authority	Section	Notice Date	Compliance Due Date	Status
Loading notices...

Compliance Calendar, Gantt & Management SLA

Interactive monthly statutory calendar, Gantt schedule timeline, and firm SLA telemetry.

Print Report

Monthly Compliance Calendar Deadlines Gantt / Timeline SLA Telemetry & Master Dates

August 2026 Today

Filter: All GST Income Tax TDS ROC

Sun

Mon

Tue

Wed

Thu

Fri

Sat

Statutory Deadlines Gantt & Execution Schedule

0 Scheduled Tasks

Visual schedule timeline displaying task inception, active progression, and statutory compliance due dates.

Overall SLA Compliance Rate

85.4%

Statutory compliance task SLA completion rate across active clients.

Indian Statutory Due Dates Master

• 11th of every month: GSTR-1 Monthly Outward Returns
• 20th of every month: GSTR-3B Monthly Summary Returns & Tax Payment
• 7th of every month: TDS / TCS Monthly Tax Deposit Challan
• 31st July: Income Tax Return (ITR) Non-Audit Assessees
• 31st October: Tax Audit Report u/s 44AB & ITR Audit Cases
• 15th (June / Sep / Dec / Mar): Advance Tax Installment Deadlines
• 30th November: ROC Form AOC-4 Financial Statements Filing
• 31st December: GSTR-9 & 9C Annual GST Reconciliation Return

Firm Settings & Practice Management Control

Configure real CA firm profile, staff accounts, and clean production workspace.

Practice Profile & Bank Details

Practice Type * Chartered Accountant (CA) Company Secretary (CS) Cost Accountant (CMA) Tax Consultant & GST Practitioner Advocate / Legal Practitioner Accounting & Advisory Firm

Profession Subtitle / Title

Firm / Practice Name *

Registration / FRN Number

Managing Partner / Proprietor Name

WhatsApp / Phone Number

Official Email Address

Firm GSTIN

Firm PAN

Office Address

Bank Details for Client Invoices

Bank Name

Account Holder Name

Account Number

IFSC Code

UPI ID / VPA (For Direct QR/UPI Payments)

Save Practice Settings & Profile

Staff & Team Members

Staff Name	Department	Role
Loading staff list...

Practice Master Backup & Migration

1-Click full snapshot of your Practice Data (Profile, Clients, GST/IT Passwords, Invoices, Tasks, and Records). Restore on any PC in seconds.

Download Complete Practice Backup (.taxflow) Upload & Restore Backup

Encrypted Practice Data Security

Back to Client Master Directory / Client 360 Workspace

C

Client 360 Workspace

Complete Practice & Compliance Intelligence

Add Task Raise Invoice WhatsApp CRM

Constitution Type

COMPANY

Annual Turnover

0

Tax Audit u/s 44AB

APPLICABLE

Pending Tasks

0 Active Tasks

Compliance Tasks Portal Credentials Vault GST Registrations Invoices & Billing Contacts & Directors

All Compliance & Advisory Tasks for this Client

New Task

Task Title	Category	Period	Due Date	Status	Action
Loading tasks...

Government & Compliance Portals Password Vault

Securely stored credentials for GST, Income Tax e-Filing, TRACES, and MCA portals.

Add Portal Login

Loading credentials vault...

GSTIN State Registrations & QRMP Schemes

Loading GST registrations...

Billing Invoices & Fee Ledger

New Invoice

Invoice #	Date	Due Date	Amount	Paid	Status	Action
Loading invoices...

Authorized Signatories & Management Contacts

Loading contacts...

Client Groups & Business Families

Manage multi-company conglomerates, family business trees, and shared director DSC vaults.

Create New Client Group

Total Groups

0

Connected Companies

0

Personal & HUF Files

0

Group Outstanding

₹0

Back to Client Groups Master / Group 360 Workspace

G

Singhania Business Group

Promoter: Ramesh Singhania +91 9876543210

Send Group WhatsApp Report Link Member Entity Edit Group

Total Entities 0

Companies 0

Personal Files 0

Pending Tasks 0

Group Outstanding ₹0

Entity Tree & Hierarchy Matrix Consolidated Compliance Pipeline Group Billing & Financial Ledger Common Directors & DSC Vault

Corporate Companies

0 Entities

Personal & HUF Files

0 Entities

Common Directors & Key Persons

0 Persons

Consolidated Group Compliance Board

Entity Name	Compliance Task	Category	Due Date	Assigned To	Status	Action
Loading group tasks...

Group Consolidated Invoices Ledger

Invoice Number	Entity Name	Invoice Date	Due Date	Subtotal	GST (18%)	Total Amount	Paid Amount	Status
Loading group invoices...

Group Directors & Digital Signatures (DSC) Vault

Signatory / Director	PAN	Entity Connected	DSC Provider	Expiry Date	Days Left
No DSCs linked to group entities.

Back to Tasks & Statutory Compliance / Task Execution Workspace

GST COMPLIANCE

GSTR-3B Monthly Return Filing

Client: Reliance Logistics Pvt Ltd · Period: July 2026

COMPLIANCE DUE DATE

2026-08-20

PRIORITY: HIGH

1-Click Workflow Pipeline Status:

1. NOT STARTED 2. IN PROGRESS 3. UNDER REVIEW 4. COMPLETED

Statutory Checklist (Mandatory to Complete)

Check off each compliance step as you complete it:

Track Time on this Task

Record exact billable hours spent auditing and preparing this return.

Start Stopwatch for this Task

Task Activity & Discussion Log

Back to Invoices & Ledger / Tax Invoice View

Professional Tax Invoice

GST Tax Invoice formatted for Chartered Accountant practice.

Send on WhatsApp Print / Save as PDF

TaxFlow CA & Advisory Firm

Chartered Accountants · FRN: 123456N
Head Office: Nariman Point, Mumbai, Maharashtra 400021
GSTIN: 27AABCF1234F1Z1

TAX INVOICE

INV-2026-001

Date: 2026-08-15 | Due: 2026-08-30

BILLED TO (CLIENT):

Reliance Logistics Pvt Ltd

GSTIN: 27AABCR1234F1Z5 · PAN: AABCR1234F

PAYMENT STATUS:

PAID

#	Service Description	SAC Code	Amount (₹)
1	Monthly Statutory Compliance Retainer (GST, TDS & Advisory)	998231	₹25,000.00

Subtotal: ₹25,000.00

CGST (9%): ₹2,250.00

SGST (9%): ₹2,250.00

Total Invoice Amount: ₹29,500.00

Bank Details for NEFT / RTGS / IMPS Transfer:

Bank: HDFC Bank | A/c Name: TaxFlow CA Firm | A/c No: 50200012345678 | IFSC: HDFC0000123

UPI ID / VPA: admin@okhdfcbank

This is a computer-generated official tax invoice issued under Indian GST Act 2017.

Scan & Pay UPI GPay / PhonePe / Paytm

OFFICIALLY CERTIFIED

Practice License & Plan

Manage your CA firm's license tier, active practice modules, and team seats.

Register New Firm

FREE_TRIAL

14-Day Free Trial

Your practice trial is active with 14 days remaining.

Upgrade Plan Now

Staff Members: 1 / 5

Active Clients: 0 / 50

WhatsApp Msgs / mo: 0 / 200

Choose Your Practice Plan

SOLO PRACTITIONER

Starter Practice

Essential toolkit for solo CAs and tax advocates.

₹499 / month

• Up to 2 Staff Users
• Up to 100 Active Clients
• 500 WhatsApp Messages / mo
• GST & Tax Compliance Calendar
• Dynamic UPI Invoices
• Standard Email Support

Subscribe Starter

Most Popular

GROWING CA FIRM

Professional Firm

Full automation for multi-member CA & audit practices.

₹999 / month

• Up to 10 Staff Users
• Up to 500 Active Clients
• 2,500 WhatsApp Messages / mo
• Automated Background Auto-Reminders
• DSC Management & Expiry Auto-Alerts
• Document DMS & KYC Vault
• Priority WhatsApp & Phone Support

Upgrade to Professional

ENTERPRISE PRACTICE

Enterprise Multi-Branch

For large accounting networks, corporate audit firms & multi-branch CAs.

₹2,499 / month

• Unlimited Staff Users
• Unlimited Clients Master
• 15,000 WhatsApp Messages / mo
• Multi-Branch & Multi-Tenant Partitioning
• Custom Domain & Subdomain
• Dedicated Account Manager & 24/7 SLA

Activate Enterprise

License Invoices & Billing History

Order / Ref	License Tier	Cycle	Amount (₹)	Status	Valid From	Valid Till
No previous paid subscriptions. Currently on 14-Day Free Trial.

Master Admin Hub (Multi-Firm Control)

Master control panel for monitoring all registered CA practices, firm licenses, staff users, database backups, and platform MRR.

Total CA Practices

1

Active Subscriptions

1

Total Users / Staff

1

Total Clients Managed

0

Platform MRR

₹0

Registered CA Firms & Practices

Tenant ID	Firm Name	Admin Contact	Plan Tier	Staff / Clients	Status	Created Date	Actions
Loading CA practices...