Compliance tracker for CA firms that never misses a due date
Tell FirmSaathi which services each client takes. It creates every return as a task with the right due date, every period, and moves the dates when the government extends them.
A due-date master you don't have to maintain
Due dates for GST, TDS/TCS, income tax, ROC/MCA, PF/ESI and professional tax are kept centrally by FirmSaathi. When CBIC or CBDT extends a date, the change is checked by two people on our side and then applied to every firm's open tasks.
- Monthly, quarterly and yearly returns with the correct period names
- QRMP and state-wise variants handled
- Each extension shows its notification number
Tasks created for you, every period
Link a client to services such as GSTR-1, GSTR-3B, TDS returns or the ITR. The task generator creates the next period's work automatically, assigned to the right person with the checklist your firm uses.
- Default assignee and reviewer per service
- Bulk-assign hundreds of tasks in a few clicks
- Your own services and checklists alongside the built-in ones
See what is late before the client calls
The dashboard and calendar show what is due this week, what is overdue and who is holding it. Partners see the whole firm; staff see their own work.
- Board, list and calendar views
- Overdue and due-soon reminders by email and in the app
- Completion proof (acknowledgement, ARN) kept on the task
Review before it is marked done
Send a task for review, request changes, and lock it once filed. The history shows who did what and when, which matters at peer review time.
- Maker-checker review
- Locked completed tasks
- Full activity history
Who it helps
- Partner
- One view of every return across the firm, and who is late.
- Manager
- Assign and reassign work in bulk; approve before filing.
- Article / staff
- A clear list of what to file next, with the checklist.
- Front office
- Answer client calls with the task status in front of you.
Questions
- Who updates the due dates when the government extends them?
- FirmSaathi does. Extensions are entered once, checked by a second person, and then applied to the open tasks of every firm. You see the new date and the notification it came from.
- Can we add our own services and checklists?
- Yes. Add any recurring or one-time service with its own frequency, due-date rule and checklist, next to the built-in compliance services.
- Does it work for firms with many branches or teams?
- Yes. Tasks can be filtered and assigned by team, branch and reporting line, and partners can see everything.
Related features
- GST trackerA filing grid for every GSTIN, kept in sync with the GST portal, plus GSTR-2B reconciliation.
- Client portalCollect documents with a link and a PIN, and give clients a simple portal for tasks and invoices.
- RegistersDSC, UDIN, tax-audit limit, expiries and the in/out register, with reminders.
See your firm on one screen
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