Stop managing client tasks in WhatsApp groups and mental notes. CAGos gives your CA firm a visual workflow system — with Kanban boards, sub-task checklists, SLA tracking, and automatic escalations.
87%
On-time task delivery
12
Avg open tasks per client
3 min
Avg time to create a task
0
Missed handoffs reported
Built for CA firms where every task is a statutory deadline — not just a project note.
See all client work in a drag-and-drop board — To Do, In Progress, Review, Done. Filter by client, CA, service type, or deadline.
Break any task into a step-by-step checklist. For ITR filing: PnL upload → Tax computation → Partner review → Client approval → Filing. Never skip a step.
Set SLA targets for each service type. CAGos highlights tasks approaching SLA breach in amber and past SLA in red — automatically, no manual monitoring needed.
See each team member's workload across all clients in one view. Spot bottlenecks before they become delays and rebalance assignments in seconds.
Create templates for monthly GST filings, quarterly TDS, and annual ROC returns. Tasks auto-create on schedule — your team just picks them up and works.
When a task is overdue or approaching SLA breach, alerts go to the assigned CA, then to the senior, then to the partner — on a configurable escalation ladder.
Tasks can be auto-created from the Compliance Hub when a due date is set, or created manually in seconds. Assign an owner, set due date, and attach client.
The assigned CA opens the task, works through the sub-task checklist, and moves the card across the Kanban. Comments and files are attached in-line.
Senior CAs review and approve before closing. The task is logged in the audit trail. Monthly completion reports are auto-generated for partners.
Can tasks be linked to clients and compliance deadlines?
Can clients see the status of their tasks?
How many sub-tasks can I add to a task?
Does CAGos have time tracking built in?
Can I customise the Kanban columns?
Join 2,500+ chartered accountants who use CAGos to automate compliance, boost revenue, and deliver a premium client experience.
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