Task delegation & tracking for your CA firm
Allocate work across partners, managers, accountants and articles. Track every filing, audit and return in one place.
Task Allocation
Assign work to team members with deadlines and priorities.
Team Management
Onboard staff by role — Partner, Manager, Accountant, Article.
Analytics
Visual dashboards by team member and by task category.
Secure Access
Only admin-approved emails can join the firm's workspace.