The day, written down
20 July: one GST due date in a CA firm
Sharma ji is a chartered accountant with a small CA office: three staff, around three hundred clients, one phone that never stops. 20 July is the GSTR-3B due date. Nothing in this day is unusual — which is the point. Here is what went wrong, hour by hour, and which part of MyTask takes each problem away.
6:58 AM — the work status lives in an Excel sheet
Before he reaches the office, the team group is already busy. Priya keeps the status of every return in a spreadsheet. Nobody is sure who took which job. The partner has to ask each person, one message at a time, who is doing what.
With MyTask: tasks are raised in bulk, assigned automatically, and read back through a dashboard built for each role — the partner sees every job, every staff member sees their own. Task and work management for CA firms →
Morning — the client who calls three times
Gupta ji, a client for eleven years, calls for the third time: has the GST return been filed? Then he wants his CA certificate. Then his bill. At the front desk Ramesh ji has taken seventeen calls already, most of them asking for a status someone already knows. And Mehta ji’s 3B says “Done” in the sheet — but the portal does not show it filed.
With MyTask: the client portal lets a client check status, send documents and see invoices without calling you, and the GST Return Status Checker reads the GSTN portal itself — a GST task cannot be marked complete unless the return is genuinely filed.
Afternoon — bills that never went out, dues nobody chased
Gupta ji has not received a bill for three months — nobody told the front desk the work was done. The outstanding list sits across four Tally companies and has to be totalled in Excel, tomorrow. By evening Ramesh ji is making bills for three hundred GST clients, one at a time. Forty-seven done.
With MyTask: pick the work to bill and MyTask drafts an invoice for every job in it — you review, then issue them all at once. Dues chase themselves with automatic outstanding reminders. CA invoice and billing software →
The DSC in the almirah
Gupta ji’s DSC? Bunty took it — and it has expired. The review checklist is somewhere in the almirah. Clients keep calling to ask how long their DSC is valid, and nobody can answer without opening a drawer.
With MyTask: every DSC is accounted for — given, returned, assigned per client, with expiry alerts and its physical location. DSC management and register →
4:15 PM — every file waits on one desk
Bunty sends a stack of files: he will send them onward only after the partner approves. Priya has four jobs stuck the same way. And some of that work the partner had already finished the day before — nobody knew. The firm’s bottleneck is not the staff; it is that no one can see the status.
With MyTask: pending, not-started and blocked work is visible on the dashboard, and can be chased in one click. CA firm workflow, visible to everyone →
Evening — where did the hours go?
Priya closes the Mehta audit: sixty hours of work on a ₹25,000 fee. Did the job make money? Nobody can say — Bunty will fill his timesheet “on Friday”, and the cost of each job is a guess.
With MyTask: billable and non-billable hours are posted against every job, and costed client-wise and user-wise. Time tracking and job cost for CA firms →
Forty clients, reminded one by one
Forty clients still have not sent their data. Each one needs a message, typed and sent separately, on the busiest day of the month.
With MyTask: due-date reminders, outstanding-dues chasers and custom messages go out to every client together through the Messaging Portal, and branded email to many clients at once through Email Communication.
And it was only GST
GSTR-1 on the 11th, GSTR-3B on the 20th, TDS deposits on the 7th, PF and ESIC on the 15th, advance tax, TDS returns every quarter, ITRs, ADT-1, AOC-4, LLP forms. Every month brings the same day again, for every client — a compliance calendar that no Excel sheet can keep up with.
With MyTask: the work is raised as tasks against its due dates, and clients get automated due-date reminders. See every module →
One year later — the same 20 July
Same office, same people, same due date. Gupta ji’s GSTR-3B shows as filed on the portal, and he has checked the status himself. The payment reminder went out on its own. Forty clients were reminded in one click. The DSC register says three signatures expire next month. The tea is still hot — and the partner goes home at 6:30.