Premium
Premium Yearly subscription
7,079/ Yearly
- Manage up to 250 GST Clients with 10 User Accounts
Verified Vendor
Finexo Softwares Private Limited
Listed and reviewed on TechSode
4.7Rating
257Reviews
24hResponse
Best Fit
ERP, Accounting
Cloud based
Practice Management Software for Chartered Accountants & Tax Practitioners
Stop juggling Excel sheets and WhatsApp groups. Finexo automatically creates every GST, ITR, and TDS deadline, assigns the work to your team, and keeps your whole practice on track — built for Indian CA firms and their compliance calendar.
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7,079
8,353 Premium / Yearly
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Packages & Pricing
Select monthly, quarterly or yearly license based on your team usage.
Package details
What each package includes
Plan-wise billing options and vendor-added package features.
Package
1 billing option
Premium
Yearly
7,079
12 month license
- Manage up to 250 GST Clients with 10 User Accounts
Features
Software Features
Feature list submitted by the vendor for customer comparison.
Task Management Software for CA Firms — Never Miss a Deadline: Create, assign, and track every compliance task across your CA firm. From recurring GST filings to one-time audits — automate workflows, enforce quality checklists, and get a bird's-eye view of all client work in one place.
Client Management for CA Firms — Every Detail in One Place: Manage client profiles, tax details, portal credentials, and contacts — all from a single dashboard. Bulk import via Excel, GSTIN, or Google Sheets and give clients self-service access through WhatsApp.
Team Management for CA Firms — Smart Access Control: Manage roles, permissions, and team visibility across your CA firm. From granular module-level access to transparent self-rights — every team member knows exactly what they can do.
Filing Verification for CA Firms — Completed Means Filed: Completed shouldn't be a checkbox someone ticked on a sheet. Finexo checks GST filings against the GSTN third-party API — with captcha and Data Fetcher fallback — and verifies ITR and TDS returns through the Finexo Data Fetcher, then stores the ARN, acknowledgement, token, filing date, and ITR status on the task.
Multi-stage Workflows for CA Firms — Without Stuffing One Task: Chain related engagements — return, payment, acknowledgement — into one workflow with a delay between stages, a breadcrumb of the full chain, guards against duplicate or circular stages, and confirmation before anyone reverses a completed stage.
Time Tracking for CA Firms — Know Where Hours Go: Log time on a task, a client, or other work, with date, duration, and comments on every entry. Firm-level settings keep logging consistent, and active, detailed, and summary reports show exactly where hours go — per client, person, and job.
Practice Invoicing — From the System That Tracks the Work: Raise and share invoices from the same system that tracks the work. Build invoices from fee lines and eligible expenses, with GST rules, numbering, and bank details applied automatically. Download a PDF, send it on WhatsApp with delivery visibility, and sync with Finexo Books when connected.
Bulk WhatsApp & Email for CA Firms — Follow-ups at Scale: Document and payment follow-ups don't scale one chat at a time. Filter your client list, pick recipients, and send WhatsApp or email with templates and merge variables. Schedule the whole thing as an automation rule, then track run history, pending queues, and delivery logs.
WhatsApp Client Portal for CA Firms — Without Clogging Your Inbox: Clients share documents and get invoices without clogging your inbox. Give them a workspace WhatsApp chat, turn on the portal features you want, and let uploads land where you've configured them — with invoice download via Finexo Books when it's connected.
Document management for CA firms: A secure vault for client files and working papers Stop digging through desktop folders, shared drives, and old WhatsApp threads for a PAN card or last year's acknowledgement. Finexo PMS keeps client documents and working papers in a practice vault — with upload and download through the WhatsApp client portal when you need self-service.
Software Overview
Task Management Software for CA Firms — Never Miss a Deadline: Create, assign, and track every compliance task across your CA firm. From recurring GST filings to one-time audits — automate workflows, enforce quality checklists, and get a bird's-eye view of all client work in one place.
Client Management for CA Firms — Every Detail in One Place: Manage client profiles, tax details, portal credentials, and contacts — all from a single dashboard. Bulk import via Excel, GSTIN, or Google Sheets and give clients self-service access through WhatsApp.
Team Management for CA Firms — Smart Access Control: Manage roles, permissions, and team visibility across your CA firm. From granular module-level access to transparent self-rights — every team member knows exactly what they can do.
Filing Verification for CA Firms — Completed Means Filed: Completed shouldn't be a checkbox someone ticked on a sheet. Finexo checks GST filings against the GSTN third-party API — with captcha and Data Fetcher fallback — and verifies ITR and TDS returns through the Finexo Data Fetcher, then stores the ARN, acknowledgement, token, filing date, and ITR status on the task.
Multi-stage Workflows for CA Firms — Without Stuffing One Task: Chain related engagements — return, payment, acknowledgement — into one workflow with a delay between stages, a breadcrumb of the full chain, guards against duplicate or circular stages, and confirmation before anyone reverses a completed stage.
Time Tracking for CA Firms — Know Where Hours Go: Log time on a task, a client, or other work, with date, duration, and comments on every entry. Firm-level settings keep logging consistent, and active, detailed, and summary reports show exactly where hours go — per client, person, and job.
Ratings Breakdown
Start with Practice Management Software for Chartered Accountants & Tax Practitioners
Selected packagePremium
BillingYearly
Price7,079
TrainingOptional
SupportVendor support
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