Software · Taskzoid
Practice management for compliance offices
Taskzoid runs our own office: who is working on what, what is due this week, which fees are pending and which notices need replies. It runs in the browser and installs as an app on Windows.
At a glance
One list for the whole office
Partners see every client's work and its status. Team leaders allocate and review. Staff see their own queue, sorted by due date, with tags for anything overdue, due soon or waiting for fees.
- Built for offices handling hundreds or thousands of clients
- Recurring compliance created automatically every period
- Fees and invoices linked to the work done
| Client | Work | Due | Owner | Status |
|---|---|---|---|---|
| Sample Traders | GSTR-3B, Oct | 20 Nov | Priya | Due soon |
| Example Textiles LLP | Form 8 | 30 Oct | Karthik | Filed |
| Demo Foods Pvt Ltd | AOC-4 | 29 Oct | Meena | Overdue |
| Test Agencies | TDS return, Q2 | 31 Oct | Arun | Fee pending |
Illustration with sample data.
Features
What Taskzoid covers
Work allocation
Assign work by client, service and owner, with due dates, priorities and status. Switch between list and board views.
Recurring compliance
Monthly, quarterly and annual work is created automatically for each client, so nothing depends on memory.
Client register
Every client with contacts, services, entities and history in one searchable register.
Fees and invoices
A service master with standard fees, fee tracking per work item, and invoices issued from the right group entity.
Team efficiency
Attendance, workload and completion reports for partners and team leaders.
Notices register
Department notices logged with type, section, due date, status and outcome.
DSC register
Digital signature certificates with holder, custody and expiry tracking.
Roles and access
Partner, team leader and staff roles, each seeing only what they need.
Backup and export
Full data export and backup from the admin screen.
Availability
Licensing for other offices
Taskzoid is offered to accounting and compliance offices on an annual licence, set up with your clients, services and staff. Each office's data is kept separately.
Pricing depends on the number of users. Ask for a demo and a quote.