MyTask vs ICAI PMS

MyTask is practice management software for chartered accountants, company secretaries, tax practitioners, and accounting firms. The app puts your whole office in your team's pocket: the same tasks, clients, bills and reports your firm runs in MyTask on the web, on your phone. MARK ATTENDANCE FROM THE APP Attendance in MyTask is marked from this app. Staff check in and out from their phone, matched to your office locations, and are told the moment it is approved. Leave, compensatory leave, short or excess time against office hours, and salary-ready monthly summaries all follow from it. The app uses your location when you mark attendance to confirm you are at an approved location. TASKS AND WORK • Create one task or hundreds at once, with a preview before they are made • Automatic or fixed assignment, priorities and on-hold alerts • Live status of every job, follow-ups, appointments and meetings • Close GST and income tax tasks only when the return is actually filed on the portal • Block new work for a client until their fees are cleared TIMESHEET AND COSTING • Post the day's time on one screen, billable or non-billable • Job costing and client-wise or user-wise time reports • Timesheet checked against attendance BILLING AND ACCOUNTS • Invoices, receipts, debit and credit notes, estimates and advance receipts • One bill across several tasks, clients, general work and expenses • GST and other taxes line by line, overseas tax structures and currency conversion • Send bills by email or WhatsApp and follow up outstanding dues automatically DOCUMENTS, DSC AND MORE • Inward and outward register, with returnable documents and originals marked • Digital signature register with expiry alerts and who holds each one • Documents shared with your team, notices, general to-do work, and expenses with approvals • Emails and reminders sent from inside a task BRANCHES IN INDIA AND ABROAD Run every office in one account, each with its own currency, financial year, and tax structure. See them all together or one at a time. 350+ REPORTS AND DASHBOARDS Service status, live activity, staff, client, financial, timesheet, expense, and leave dashboards, and reports for every module. ALWAYS UP TO DATE Instant notifications when a task changes, a client uploads a document, or a leave is approved. FOR YOUR CLIENTS Your clients get their own app, the MyTask Client App, to check the status of their work, send documents, and download invoices and returns. PLEASE NOTE • The app is for firms with a MyTask account. Sign in with your usual MyTask login. New to MyTask? Start a 7-day free trial at www.mytask.co/free-trial • Firm settings are managed in MyTask on the web. • Some modules depend on your firm's package. • MyTask is an independent product of Gajanan Softwares Pvt. Ltd. and is not affiliated with any government body. Questions: info@mytask.co · +91 93310 27153 · www.mytask.co

An Advanced Practice Management Software to Enhance Operational Efficiency for CA Practitioners & CA Firms