• Get The Best Of
    Office Management Work Management Staff Management Financial Management Dues Management Practice Management Issues Management Leave Management Expenses Management Digitial Signature Management


    For

    Chartered Accountants In Practice & Tax Practitioners

    Watch video to understand the concept.

Before We Say Anything About Ourselves, Let's Hear Our Customer's Review First

Very Nice CA office management software. It has helped us a lot since using this software in our office. It has helped us to manage our work very effectively and efficiently. Very nice support team.

CA Dushyant Vithlani
Dushyant Vithlani & Co.

Surat, Gujarat

I tried couple of other applications before using MYTASK. I am truly saying that MYTASK application is meeting our requirements particularly for CA Firms. Every one sell their products, but many people fails to provide product support service, in this I can say MYTASK Team doing great job. I wish you a Great Success.

Datla Sree Rama Raju
Datla & Associate

Hyderabad, Telangana

Software had really helped us in managing all our work. It's powerful dashboards gives overall insight of all the processing, completed and un-billed works. Hence, enhancing our productivity overall by efficiently saving time and extra resource.

Harman Singh
Harman & Co.

Gobindgarh, Punjab

Brilliantly designed software to suit all needs of a CA Firm. It has streamlined our workload by helping us to manage and keep track of work being undertaken by employees at different levels of the organization.

CA Kaushal Sharda
K Sharda & Co.

Surat, Gujarat

Excellent Software. Instant Reply to Query, Very well Supportive and Add a value to our work.

Vaijnath
E Tax Wala

Jalna, Maharashtra

Software provides good solution to CA office problems, We like it's task and billing part very much. Because of it now our jobs are timely billed, timely collected due to auto SMS and revenue has increased because earlier we use to forgot and were not able to bill small service jobs.

CA R K Osatwal
R K Osatwal & Co.

Beawar, Rajasthan

Using it from last 2 years & are very much satisfied with software. It has helped us a lot to streamline the office & billing work. It has enhanced efficiency & timeliness. We consider it essential tool for practice management. Also, MyTask team is consistently improving software & adding new features which is also good. Technical support is also awesome.

CA Shailesh L. Patel
S L Patel & Co.

Ahmedabad, Gujarat

MyTask has helped pretty much in managing my practice, We are able to plan everything in software and our staff is also able to work smoothly in it.

CA Mosam Shah
Mahajan & Shah

Indore, Madhya Pradesh

It is wonderful and Very Easy to use and Most Helpful software found to Manage our Practice.

Venkatesh
Expert Accountants

Tirupur, Andhra Pradesh

Work Management Flow in MyTask

Receive Papers, Enter In Inward Register & Create Task

Monitor Work Progress & Staff Work Report Through Unique Task & Activity Dashboard

Generate Invoice Of The task & View Unbilled Task Report

Monitor Outstanding Bills And Dues Through Unique Financial Dashboard

Auto Follow Up Of Outstanding Dues Through SMS

Collect Payment , Generate Receipt & Enter In Outward Register

How MyTask Automates Your Important Daily Routine Tasks

Auto Task Creation

Auto Task Assignment

Auto Billing of Tasks

Auto Follow Up of Dues

Why Choose MyTask ?

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Complete Process Management Software for Practicing Professionals

Card image cap MyTask is a completely flexible package that serves each and every business, professionals and entrepreneurs alike. Right from creating tasks, to receiving work related details, tracking work progress to business workflow to billing and then ultimately its collection.

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Cloud Solution

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With MyTask you can run business on the go, as it can be accessed from anywhere and anytime using internet. That brings whole lot of convenience for any size business from small to large, especially if your staffs are located at different locations.

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Developed in a very Practical way in line with Indian Circumstances

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Every feature of MyTask has been developed keeping practical everyday situations of Indian business in backdrop. Constant inputs from actual practicing professionals have thus been taken to perk-up and evolve the Business accounting software each day.

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Increases Profitability
(Task created has to be billed, marked as free or is to be deleted)

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Indian professionals are hard working but very weak at converting efforts into revenue. That's where MyTask helps them. You just need to create a task and forget all complication in-between, just focusing on end result. That task then is either to be billed, marked as free or deleted..

8 Specially Tailored Modules for Practicing CA / Tax Consultant in One MyTask

01

Staff, Work & Office Management

02

Invoicing & Financial Management

03

Time-Sheet & Cost Management

04

SMS & E-Mail Integration

05

Digital Signature Management

06

Leave Management

07

Expenses Management

08

Inward & Outward Document Management

Some Of Our Unique Dashboards

Bunch of 4 Reports and 3 Tools

It will show summary and list of all work assigned and pending with a particular user whether client related, personal or general office administrative work.

Welcome CA Himanshu

  Notificaton

Sunday Working

My pending work

Icai Membership Fees Payment

Submit MEF Application

Task Assigned to me
Task Leader Tasks Manager Task Assigned
Manage Task Client Name File No. Last completed check Group Name
Himanshu Osatwal H-01 Computation Preparation MyTask
Kshitiz Bharti K-01 Balance Sheet Preparation MyTask
Adit Dosi A-01 Balance Sheet Preparation MyTask

January-2019

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Stick Notes

Approve Expenses | Disbursements
Submit Expense | Get Disbursements

My Performance Report

Task Type Check Name Count of Checks
Income Tax Return Filing Balance Sheet Preparation 5
Computation Preparation 7
GST 3B Preparation of GSTR 3B 3
Filing of GSTR 3B 5
Tax Audit Uploading of Reports 8

Bunch of 17 Reports

This will show you summary and list of all work pending or completed in a particular service type, will provide you reasons why it is pending, with whom it is pending, at what stage it is pending, what nature of work is pending with service type and many more reports at a glance

Task Type Dashbord of GSTR 3B

Pending issues with Task
10 Digital Signature Pending
5 Submission Pending
15 Tax Payment
13 Information Pending
100 Checkwise Pending Task
20 Receiving information from client
25 Preparation of GSTR 3B
35 Checking of GSTR 3B
20 Filling of GSTR 3B
Overall tasks at a glance

Report of Receiving of Information from client completed but Filling of GSTR 3B pending 80
Report of Pending Filling GSTR 3B 100
Userwise tasks at a glance

User Name Task Leader Task Manager Assign User
CA Himanshu 20 30 0
Kshitiz 30 30 0
Adit 20 20 0
Akshay 0 0 30
User Name Task Leader Task Manager Assign User
CA Himanshu 40 40 0
Kshitiz 30 30 0
Adit 30 30 0
Akshay 0 0 40
Ravi 0 0 25
Ankit 0 0 35
User Name Task Leader Task Manager Assign User
CA Himanshu 10 10 0
Kshitiz 8 8 0
Adit 2 2 0
Akshay 0 0 10
Ravi 0 0 4
Ankit 0 0 6
Tasks due today Tasks Due Within 7 Days Task(s) crossed due date
10 65 25
Financial Year Wise Task Status Report
Period FY-2018-2019 FY-2017-2018 FY-2016-2017 Previous years
Pending Completed Pending Completed Pending Completed Pending Completed
November 15 95 5 5 7 22 0 0
December 31 70 9 10 76 22 0 0
January 28 54 12 16 80 27 0 0

Checkgroup Name
Pending
Completed
November 3B
20
100
December 3B
40
80
January 3B
40
70
Check Name Jan 3B Dec 3B Nov 3B
Info. rec from client 8 7 5
Preparation 7 15 3
Checking of 3B 21 10 4
Filling of 3B 4 8 8
Total 40 40 20

Bunch of 16 Reports

This will show you summary and list of many reports ranging from total billing, collection,outstanding dues, ageing of outstanding dues and much more

Summary of Income (in INR)
Opening Fees of Bills in Existence 75000
Opening fees of Bills not in Existence 75000
Less: Collection of Opening Fees of bills not in existence 15000 60000
Add: Billing During the Year
Firmwise Billing 650000
Direct bills 10000 660000
Less: Collection During the Year
Firmwise Collection 250000
Direct receipts 10000
TDS 5000 265000
Less: Discount 20000
Netoutstanding (Before Advance Receipts) 435000
Less: Advance Receipts 15000
Less: Settled Advance Receipts 5000 10000
Netoutstanding (After Advance Receipts) 425000
Top '3'outstanding Clients (In Descending Order)
Group Name Outstanding Amount
Himanshu Osatwal 70000
Kshitiz Bharti 50000
Adit Dosi 30000
Groupwise Advance Receipts
Group Name Cash Bank Settled Amount Total
Akshay Arora 5000 5000 5000 5000
Praveen Suthar 5000 0 0 5000

Total

 10000 5000 5000 10000
Firmwise Billing
Organization Amount
MyTask Demo & Co. 450000
MyTask & Associates 200000

Total

650000

Firmwise Collection
Organization Cash Bank Total
MyTask Demo & Co. 70000 90000 160000
MyTask & Associates 30000 70000 100000

Total

 100000 160000

260000
Segment Wise Revenue - Bills in Previous Years but Receipts in current FY
Group Of Narrations BillAmount Without Tax Tax Receipt Amount Receipt Tax Total Discount Outstanding
GST 300000 55000 125000 22000 4000 204000
Income Tax 250000 45000 100000 18000 6000 171000

Total

 550000 100000 225000 40000 10000 375000
Segment Wise Revenue - Bills and Receipts both in current FY
Group Of Narrations BillAmount Without Tax Tax Receipt Amount Receipt Tax Total Discount Outstanding
GST 250000 45000 100000 18000 6000 171000
Audit 300000 55000 125000 22000 4000 204000

Total

 550000 100000 225000 40000 10000 375000
Ageing ofoutstanding Amount (Excluding Advance Receipts)
0-30 31-60 61-90 90-180 More than 180 Total
75000 50000 100000 150000 60000 435000

Bunch of 15 Reports

This will give you summary and list of any work or activity that has happened in your office or any work that your staff has done along with their performance reports

Task Activity Report

 
Created (20)
Completed (52)
Deleted (5)
 
GSTR 1 (15)
IT Return (35)
TDS Return (2)

Checkwise Completion Report

Task Type Check Name Count Of Tasks
IT Return Filing Balance Sheet Preparation 5
Balance Sheet Checking 6
Computation Preparation 9
Computation Checking 8
Return Filing 6
Electronic Verification 35

Pending Issues with Task Report

 
Added (10)
Completed (5)
Deleted (2)
 
Aadhar Link (2)
Tax Challan (3)
Info. Pending (4)
TDS Mismatch (1)

User Performance Report

Task Type Check Name Count of Checks
GSTR 1 Preparation of GSTR 1 8
Income Tax Return Filing B/S Preparation 2
Computation Preparation 4
Return Filing 3

Top/Bottom 3 Performer Report

Top
CA Himanshu
17
Kshitiz
14
Adit
12
Bottom
Raj
2
Rohit
4
Aman
6

Compare Performance of Users








MyTask is fully customizable software for CA, as per your organisation & staff structure

Request Free Demo At Your Ease of Time.

Request Free Demo Now

Some Other Management Tools

Digital Signature Register Reports
Expired Digital Signature 66
Digital Signature Expiring in next 30 days (From Current Date ) 27
Digital Signature not available / Given to client 63
Status Wise Reports
Downloaded 444
Pending for Verification 0

S. No. Edit Delete Mark as given to client Giving / Receiving Log Physical Token Location No. Linked File No. Name Organisation Name PAN No. Email ID Phone No. Status Valid From Valid To Password of Token Remarks
1 Receipt 0 426 MyTask Demo & Company - MY-75 Kshitiz Y. Bharti   KDTW0146R   9461195512 Downloaded 17 Oct 2018 17 Oct 2020 mytask1234  
2 Given 1 429 Demo MyTask & Co. - MY-234 Himanshu Osatwal   PKUD1579BA1   8290465555 Downloaded 05 Oct 2016 05 Oct 2018    
3 Receipt 0 430 TUSHAR JAIN PRO. - T-186 TUSHAR CHAUDHARY   KDTA1458NE     Downloaded 08 Oct 2016 08 Oct 2018 T6152  
4 Receipt 0 431 PANKAJ JAIN PRO. - P-195 PANKAJ JAIN   PJAAO1458NE     Downloaded 05 Jun 2017 04 Jun 2019 T61245  
5 Receipt 0 432 ANIL JAIN PRO. - A-160 ANIL   FGTRE458NE     Downloaded 01 May 2016 30 Apr 2018 T6152  
6 Receipt 0 433 VIJAY PRO. - T-186 VIJAY   JHGFR1458NE     Downloaded 05 Feb 2018 04 Feb 2020 T6152  

Category Wise Expense Report

Details Approved Rejected Pending for Approval Partially Rejected
No. Amount No. Amount No. Amount No. Amount
Expenses Posted to Client 1 2500 1 1200 1 1800 1 800
Expenses Posted to Office 1 1000.00 1 1000 1 1900 1 500

Applicant Wise Net Balance

Applicant Name Net Balance Receivable by
CA Himanshu -1000.00 CA Himanshu

Applicant Wise Disbursement Made

Applicant Name Approved Rejected Pending for Approval
No. Amount No. Amount No. Amount
Kshitiz Y. Bharti 1 2800 1 1900 1 2900

Applicant Wise Expenses Claimed

Applicant Name Approved Completely Rejected Pending for Approval Partially Rejected
No. Amount No. Amount No. Amount No. Amount
CA Himanshu 1 1000.00 1 850 2 1650 2 1750

Nature Wise Expense Report

Applicant Name Approved Completely Rejected Pending for Approval Partially Rejected
No. Amount No. Amount No. Amount No. Amount
Travel & Conveyance Expenses 1 1000.00 1 450 1 650 2 1450

Approver Wise Expense Report

Approver Name Approved Completely Rejected Pending for Approval Partially Rejected
No. Amount No. Amount No. Amount No. Amount
CA Himanshu 1 1000.00 2 500 1 1100 1 800

Client Wise Expenses Submitted

Client Name File No Group Name Approved Completely Rejected Pending for Approval Partially Rejected
No. Amount No. Amount No. Amount No. Amount
HIMANSHU KUMAR OSATWAL H-22 BHANWARLAL OSATWAL (GB-5) 1 750.00 2 700 1 300 2 250
ADIT OSATWAL A-22 ADIT OSATWAL (AO) 1 950.00 2 900 1 400 2 550
SrNo Name of Staff April May June July August September October November December January February March
1 Tushar Rohilla 2 5 3 30 10 8
2 Rohit Verma 8 10 30 3 5 2
Staff wise cumulative leave records
SrNo Name of Staff Gross Leave Balance Available(A) Study / Coaching classes Leave Sick Leave College Exam Leave ICAI Exam / GMCS / ITT / Orientation Leave Other Leaves Total Leaves(B) Compensatory Leaves Given(C) Remaining Leave Balance
1 Tushar Rohilla 125 30 2 24 15 0.5 58 125
2 Rohit Verma 125 40 2 28 15 6 58 125
3 Anil 12.00 0 0.00 12.00
4 Kshitiz Y. Bharti 183.00 0 0.00 183.00
5 Pankaj Verma 183.00 0 0.00 183.00
5 Sharda Arora 183.00 0 0.00 183.00
7 Yash Bharti 183.00 0 0.00 183.00
Displaying Resutls for (Tushar Rohilla ) For ( OCT).
SrNo Leave From Leave To No. of Days Reason Given Applied Date & Time Approval Date & Time Approved By
1 01 Oct 2018 15 Oct 2018 15 CA Final Exam Leave required 08 Aug 2018 3:48PM 08 Aug 2018 4:01PM CA Himanshu
2 25 Oct 2018 10 Nov 2018 15 College Exam Leave 09 Oct 2018 2:24PM 10 Oct 2018 1:20PM CA Himanshu

Glimpse to few other MyTask Features

View all work done for a client or a group in an financial year. Analyze with the billing done against those work.
Send or schedule Individual or bulk SMS to your clients. Create SMS list using import function
Broadcast any message to all of the staff or allot any Non Proffesional Task to them using Notice Board.
Have a bird's eye view of all Pending, Completed, Priority, Long Due and Not started work in single screen
Keep a track of papers coming in your office with document inward register
Create, edit or share documents whether a task related or a personal document
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Achieve More, Stress Less and GET

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Single Screen Focus

Get all your tasks listed at one place.

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Centralized Accessibility

Stay in control and get all your work done easily with our Workflow Management System.

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Power-up Productivity

Ievel-up your efficiency manifolds

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Proactive

Get automated processes with structured communication

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Customizable

Tailor-made Online Project Management Software that suits your requirements

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Stay Synced

With our Task Software synchronize all your data…Always, Anytime and Anywhere

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Seamlessly Management

Organize and streamline your team across all collaterals

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Agile Approach

Intuitive design and proactive features

Find out how
MyTask adds value

One of our workflow experts can show you
exactly how our solution would work with your team.

Request Demo

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One of our workflow experts can show you
exactly how our solution would work with your team.

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One of our workflow experts can show you exactly how our solution would work with your team

One of our workflow experts can show you exactly how our solution would work with your team