Task Management
Know exactly what every staff member is working on, every day.
Generic task tools weren't built for recurring GST, TDS and ROC work across dozens of clients. PracticeFlow generates, assigns, and tracks every compliance task automatically — so nothing depends on someone remembering to create it.
The daily reality
Generic to-do tools don't understand recurring compliance work.
Tasks have to be created manually, every cycle
A generic task tool doesn't know that a client's GSTR-3B is due on the 20th every month — someone has to remember to create that task, every single time.
No link between a task and the client's compliance history
Tasks in a generic tool live disconnected from the client record, so there's no easy way to see a client's full filing history.
Overloaded staff go unnoticed until something's late
Without workload visibility, one team member can end up quietly buried while another has capacity — until a deadline is missed.
How PracticeFlow helps
Task management that understands compliance work specifically.
Manually recreated recurring tasks
Auto-generated recurring tasks
Once a client's applicable services are set, PracticeFlow creates every recurring task automatically — no one has to remember to add it.
Disconnected task history
Tasks tied to client records
Every task lives against the client it belongs to, building a running compliance history automatically as work is completed.
Invisible staff overload
Team workload view
See exactly what's assigned to each team member and their current load, so you can rebalance before a deadline is at risk.
No status visibility for you
Real-time task dashboard
Track every task's status — pending, in progress, done, overdue — across the whole firm, from one dashboard.
Get started in a day
From spreadsheets to system in three steps.
Set up clients & their services
Add clients and tick their applicable recurring services once.
Tasks generate & assign automatically
PracticeFlow creates every recurring task on schedule and assigns it based on your team setup.
Track everything from one dashboard
See task status and staff workload across the firm at a glance, instead of chasing updates individually.
Launch pricing
Pricing that fits a growing practice.
Launch pricing, shown for planning. Waitlist firms will be offered these rates at launch.
Starter
₹999/month
- 1 user, up to 25 clients
- Recurring task engine
- Basic notifications (email)
- GST invoicing
Professional
₹2,499/month
- 5 users, up to 100 clients
- All Starter features
- Client portal
- WhatsApp notifications
- Document management
- Workflow checklists
Firm
₹4,999/month
- 15 users, unlimited clients
- All Professional features
- Priority support
- Dedicated onboarding call
- Custom branding on client portal
Launching soon · No payment now · Founding firms get launch pricing
Questions
Frequently asked questions
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Related to your firm
Ready to run your firm without losing track of a single deadline?
Launching soon — founding firms get early access and launch pricing.