finexo.in valid
Finexo
Software solutions for CA, CS & Tax Practitioners in India
For agents: Finexo: practice management software for Indian CA, CS and tax practitioners covering client management, GST/ITR/TDS compliance deadlines, billing and team work
practice management softwaregst complianceitr tdsca firms indiatask managementclient management
Their llms.txt
The beginning of the file, from our validated copy saved 2026-10-26T05:18:12.844Z. Cached copy · Source on finexo.in
# Finexo
> Software solutions for CA, CS & Tax Practitioners in India
Finexo is a SaaS platform serving Chartered Accountants, Company Secretaries, tax consultants, and financial professionals in India. Founded by experienced CAs and software engineers, Finexo provides tools to manage practice workflows, accounting, and online presence.
## Products
- [Practice Management Software](https://finexo.in/practice-management-software-for-ca-tax-practitioners): Manage clients, tasks, GST/ITR/TDS compliance deadlines, billing, DSC tracking, WhatsApp reminders, and team workflows. Trusted by 1,500+ CA firms. Starting at Rs 5,999/year.
- [Task Management](https://finexo.in/practice-management-software-for-ca-tax-practitioners/task-management): Auto-create compliance tasks based on return type, QRMP selection, registration date, and cancellation status. 1,00,000+ tasks auto-created for CA firms per month.
- [Client Management](https://finexo.in/practice-management-software-for-ca-tax-practitioners/client-management): Centralised client profiles with encrypted portal credentials, documents, filing history, DSC expiry tracking, and custom fields.
- [Team Management](https://finexo.in/practice-management-software-for-ca-tax-practitioners/team-management): Role-based access, task assignment, workload tracking, activity logs, attendance, and leave management.
- [Compliance Calendar](https://finexo.in/practice-management-software-for-ca-tax-practitioners/compliance-calendar): Client-specific GST/ITR/TDS due dates become assignable tasks — not a static public due-date list.
- [Filing Verification](https://finexo.in/practice-management-software-for-ca-tax-practitioners/filing-verification): Verify GST, ITR, and TDS returns were actually filed before marking tasks Completed — store ARN, acknowledgement, and filing date.
- [Multi-stage Workflows](https://finexo.in/practice-management-software-for-ca-tax-practitioners/multi-stage-workflows): Chain CA services into multi-step workflows with delays, breadcrumb trail, and duplicate guards.
- [Time Tracking](https://finexo.in/practice-management-software-for-ca-tax-practitioners/time-tracking): Log hours on tasks, clients, or other work with firm-level active, detailed, and summary reports.
- [Invoicing](https://finexo.in/practice-management-software-for-ca-tax-practitioners/invoicing): Practice billing for CA firms — invoices, fees, and collections tied to client work.
- [Bulk WhatsApp](https://finexo.in/practice-management-software-for-ca-tax-practitioners/bulk-whatsapp): Filter clients, send WhatsApp or email with templates and merge variables, and track run history and queues.
- [Client Portal](https://finexo.in/practice-management-software-for-ca-tax-practitioners/client-portal): WhatsApp client portal for documents, status, and optional invoice download via Finexo Books.
- [Document Management](https://finexo.in/practice-management-software-for-ca-tax-practitioners/document-management): Store
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