Stop running your practice from spreadsheets, WhatsApp groups, and shared drives. ComplyDesk gives partners, managers, and clients one workspace for every filing — with deadlines, documents, and audit trails built in.
Designed with 60+ CA firms in Mumbai, Bangalore, and Pune. Every workflow is shaped by what partners do every day, not by generic project management.
Every recurring filing, every ad-hoc engagement — modelled as a task with an owner, an SLA, and a status chain partners can read at a glance.
Every PDF, working, and challan in one place — versioned, locked at filing, and exportable as an audit-ready archive for ICAI inspections.
Clients see exactly what they owe you and when — with one-tap upload, sign-off, and a live thread per filing. No more chasing on WhatsApp.
Auto-generated from CBDT/GSTN/MCA notifications. Every deadline is materialised as tasks across your client book — extensions ripple automatically.
Aarav — pushing the bank statements now. Found a mismatch in HDFC for Feb — extra ₹84K credit. Treatment?
@Rhea — looks like the AMC refund we discussed. Tag as misc income and flag in working for partner review.
One thread per engagement, two visibility rails: client-facing and internal. Partners can drop a comment your client never sees, and replies stay tied to the filing forever.
Realisation, recovery, write-offs, cycle time, partner load — exportable into the same management deck you'd otherwise build by hand each quarter.
Import clients from Tally, Zoho, or CSV. ComplyDesk inflates each one with the right filings — GST, TDS, ITR, ROC — based on PAN, GSTIN, and entity type.
Each morning, partners see what's due, what's slipping, and who's blocked. Staff work tasks. Clients upload. Comments stay tied to the filing.
File, capture the ARN, lock the working papers, and dispatch the invoice — all in one move. Realisation flows into your management reports automatically.
We moved a 22-person practice — partners, managers, articles, four offices — onto ComplyDesk over a single weekend. The first month felt suspicious: nothing was on fire. By Q2 we'd taken on 40 more clients without hiring.
You'll never pay extra to invite a client. Pricing scales with your team — not your book.
For sole practitioners up to 50 clients.
For growing firms with multiple consultants.
For multi-office firms & consolidated practices.
Try ComplyDesk free for 14 days. No credit card. Migration help included.