4.

6 Stars - Android & iOS App

India's Most Popular

Practice & Office
Management Software
for CA, CS & Tax
Practitioners

www.mytask.co | [email protected] | 1800 120 0000 33

How MyTask Covers Complete Process
Cycle of Practice
Receive Papers Enter in
Inward Register, Create &
Assign Task
or
Allow to Auto Create & Auto
Assign Task for Recurring
Type of Services
Let the Assigned User Update or
Complete the Task (After
Verification of GST Return from
GSTN Portal) with All Relevant
Details As An When They Work

Monitor Work Progress, Staff

Activity, Time Utilization
Through Unique Dashboards

Once Task is Completed, View

Un-Billed Task Report,
Generate or Auto Generate
Invoices after Review. Print or
Email Invoices to Clients

Monitor Your Debtors Through Unique

Dashboard, Reports & Allow to Take
Auto Follow-up of Outstanding Dues

Collect Payment, Give Receipt,

Hand Over Documents & Enter
in Outward Register

www.mytask.co | [email protected] | 1800 120 0000 33

How MyTask Automates You Practice

Auto Task Creation &

Auto Assignment

Auto Daily Email Reporting

of Complete Office Activity

Auto Billing of Tasks in

Few Clicks

Auto Follow-Up Of
Outstanding Dues by SMS

Few Felt Results Of Our Clients

30% 35% 45%

Improvement in Improvement in Savings in
Employee Collection of Supervision &
Performance Outstanding Dues Follow-Up Time

www.mytask.co | [email protected] | 1800 120 0000 33

 Reasons Why People Like MyTask

Easy to Adapt Best in Class

& Implement Mobile & Tab
App

Awesome
Support & 11 In-Depth
Service Modules

7 Unique
Flexible to Dashboards &
Customize 125 + Reports

Offers Highest Practically

Automation Developed

Continuous New Covers

Development Complete
Process Cycle

Broad MyTask Features

Work, Staff & Office
Invoicing & Financial
Management
(Wi th Li ve GST Return Status
Management
Checker - Opti onal Ad d On)

Inward & Outward

Timesheet & Cost Document
Management Management
SMS & Email Digital Signature
Integration Management
Leave Management
Expenses + Rule & Location
Management Based Attendance
(Opti onal Add On)

Document General Work

Management Management &
Notices
Client Login Portal
(An Optional Add On)

www.mytask.co | [email protected] | 1800 120 0000 33

 MyTask Features
Work, Staff & Office Management
Service Status Dashboard
Bunch of 20+ reports in single dashboard like, work completed, pending, priority work, pending issues, FY Wise work
status, user wise allocation Status etc. of each service in each separate service dashboard.

Live Activity Report Dashboard

Bunch of 12+ reports to view live activity happening in office like task created, completed, user performance,
timesheet logs, service wise work completed, to do list, pending issues created, completed etc.

User Activity Dashboard & Report

Bunch of 16+ reports to view each and every activity of user in selected period from a 360 degree view like, task
completed, inward Taken outward Given, bills created, receipts Created, expenses incurred, SMS sent, email sent etc.

Client Report
Bunch of 9+ reports of a client or group like status of all services, unbilled task, invoices generated, invoices
outstanding, debit & credit notes issued, service estimate created etc.

Employee Report
Bunch of 3+ report of employees, different services wise and role wise like leader, manager or assigned user for work
like work completed or pending for specified FY or period along with pending issues, if any.

Consolidated Report:
Bunch of 10+ reports from office as a whole bird’s eye view, drilled down into services wise, further drilled down into
staff wise, like tasks due in next 7 days, priority tasks, completed tasks, tasks with pending issues etc.

User Dashboard:
Separate User Dashboard for each user that contains Bunch of 12+ Reports & Tools to remind him of everything
allocated to him or he is a part of along with personal tools like stick notes, calendar, To Dos etc.

Bulk Task Creation Tool (Auto & Manual)

Allow software to auto create & auto assign tasks for you on specified date for specified service for specified period
or create tasks manually

Customize Services in Software

Customize your services into 4 levels - services, sub-services, sub-sub-services & detailed to do list containing
hundreds of to dos of each service type, all as per your own office structure.

Bulk Update Functionalities

Update 20+ information in bulk like client master, work completed or due date modification or change in assigned
user , leader or manager etc.

Schedule Follow-up, Appointment or Meeting

Schedule your follow-ups, appointments or meetings & have a detailed log history of previous events in each follow-
up, appointment or meeting. Be informed of upcoming follow-ups, Appointments or Meetings

www.mytask.co | [email protected] | 1800 120 0000 33

 MyTask Features
Work, Staff & Office Management
Detailed Service Information
For each Service, a task is created / auto created. A task is a separate identity for each client against each service.
Get 20+ Information & Tools in each task itself like, task status, pending issues, send SMS or email, task costing,
assignment change log, Outstanding Invoices, Job Costing information etc. Download & Print all such information in
one PDF for record purposes.

Auto SMS to Clients

Notify clients by auto SMS on happening of 6+ events whenever service is created, completed, pending issue is raised,
invoice generated, receipt generated or auto follow-up of outstanding dues.

Auto Assignment & Fixed Assignment

Tasks are auto assigned to user who has actually worked on job when he does certain activity in task and auto
assigned to a fixed person or role whenever a task reaches at certain stage.

Daily Auto Email Reporting

Daily auto email of 20+ reports in single mail for activities happened in office yesterday from task to timesheet, to
billing to inward to outward to auto follow-up etc.

Notification System
10+ Events on which notifications are sent to users like, task allocation, comments , change in assignment, etc.

GST Return Status Checker From GSTN Server

Allow task completion of GST Services only if return is actually filed on GST Server & Get Detailed Status Report

Invoicing & Financial Management

Financial Dashboard
Bunch of 15+ reports in single Dashboard, both billing organization wise and at consolidated level like, summary of
Invoicing & Receipts, segment wise revenue, ageing of outstanding amount, top 20 debtors etc.

Create Invoice, Debit Notes, Receipts, Credit Notes & Advance

Receipts:
Create invoice by combining multiple tasks to same invoice or generate invoice without task or collect payment in
advance & generate receipt. Create debit or credit note against each invoice.

Create Service Estimate & Convert to Invoice:

Create service estimate / proforma invoice and convert to tax invoice in single click.

View & Share Account Statement

10+ financial and non-financial detailed Information of a group like, opening outstanding, current year billing,
collection, discount, credit note, Closing net outstanding, fees follow-ups etc. Download and share financial
information as PDF to clients.

Auto Invoice Generation

Auto generate hundreds of invoices in few clicks using smart invoice history data analyzer. Re-view the draft invoice
data generated by software & in single click generate hundreds of invoices. download all invoices in one PDF for easy
printing of invoices.

www.mytask.co | [email protected] | 1800 120 0000 33

 MyTask Features
Invoicing & Financial Management
Email Invoices to Clients
If your client master has email ID saved against clients, then, send invoices over email to respective client email ID in
single click or send invoices over email manually on the custom email ID.

Multiple Reports
13+ Specific reports covering wide angle of financial information & management, like unbilled tasks, free tasks, net
Outstanding invoice wise report, bill register, free task report etc.

Auto Follow-Up of Outstanding Dues

Save contact no. of group and allow software to take auto follow-up of outstanding dues by SMS from your clients,
based on frequency and threshold amount you choose. The results are amazing.

Segment Wise Revenue

Get segment wise billing and collection based on narration analyzer in invoices for the custom segment you create.
You can get information like billing and collection from Income Tax, GST, Audits etc.

Time-Sheet & Cost Management

Time-Sheet Dashboard
Bunch of 6+ reports which covers everything about timesheet, like, profitable jobs, loss jobs, breakeven jobs, time
utilization of staff, short or excess hours worked by each staff etc.

Customize Timesheet Settings

Choose from 10+ customization available for timesheet function like, clock wise booking method, hour wise booking
method, recovery rate per hour, office holidays, minimum hours required to work, applicable services, etc.

Option to Post Billable or Non-Billable Hours

Each time posting entry can be bifurcated into billable client hours or non-billable office activity hours to arrive at
correct job costing.

Job Costing
Each user will post time on job and once all users have posted their time on respective jobs, each job’s costing is
arrived based on hours and recovery rate user wise, when billing, it will show job costing & agreed fees to arrive at
correct bill amount.

Client Wise Time-Sheet Report

Know Client Wise Time Spent by different users against different services, to know about how much time is being spend
by your office on a particular client

User Wise Time-Sheet Report

Know each user's time utilization showing calculation of minimum hours he is required to work comparing it with the
actual hours of work done to track his performance which is further divided into billable and non-billable hours
worked.

www.mytask.co | [email protected] | 1800 120 0000 33

 MyTask Features
Inward & Outward Document Management
Inward Dashboard
Bunch of 6+ reports to give you an overview of documents coming into office with all details of the documents

Returnable Inward Option

Mark documents separately which are returnable back in nature, give receipt when you take documents inward.
Track which documents are returned back and which are pending. Useful when client gives you original documents
during audit and you need to return it after work completion.

Linking of Inward with Tasks

Know whether task exists against each inward or not, link to task when required to reflect such entry in task.

Outward Dashboard
Bunch of 6+ reports to track Documents going out from Office by any mode like physical handover, courier, whatsapp,
email etc.

Returnable Back Outward Option

Mark outward documents separately which are to be received back when sending outward, track which documents
are received back and which are pending. Useful when you need to track documents requiring client signature.

Option to Mark Original Documents

Specifically mark the original documents on outward movement from your office, so that you always have track of
original documents with priority. Print outward receipt & take signature from person to whom documents are given.

Send SMS & Email

Send SMS
Send Bulk or individual SMS or schedule it on a specified date and time.

Send SMS from Task

Send SMS from task on different contact no. in client list or send to a custom no. Save the log in the task itself for future
client communication record purpose.

Send Email
Send bulk email to clients with your firm name and email ID white labelled.

Send Email from Task

Send email from task on different email ID in client list or send to a custom email ID. Save the log in the task itself for
future client communication record purpose.

SMS & Email Template & Custom List

Create custom SMS & email template which are used frequently and save different SMS & email list like, advance tax
clients list, GST client list etc. so that your intended message reaches to target customers precisely.

SMS & Email Log

Have an SMS & email log with different search parameters to check all communications going from your office
whether auto or manual SMS or email.

www.mytask.co | [email protected] | 1800 120 0000 33

 MyTask Features
Digital Signature Management
Digital Signature Dashboard
Bunch of 6+ reports for all your digital signatures like, expired DSC, expiring in next 30 days, DSCs with client etc.

Giving & Receiving Back Option

Track physical movement of DSC when DSCs are frequently going out from your office and coming back along with
the option to send SMS or email notification to client when DSC comes in or goes out.

Permanently Given Option

Track DSCs separately which are permanently handed over to client, its entry will remain to track its renewal upon
expiry, but will be tracked separately.

Linking DSC to Different Clients

You can link same DSCs with different clients so that its information appears automatically in all tasks and you know
which DSC is being used against how many clients.

Notifications for Expired & Expiring DSCs

Get Notified by email for DSCs expiring in next 7 days and DSCs expired in daily email reporting.

Vacant DSC Physical Location No. Tracking

If DSCs are serially numbered, get the vacant physical location no. of DSC so that new DSC can be allotted on vacant
space.

Expenses Management
Expenses Dashboard
8+ Reports to track expenses incurred & disbursements from different angle like, user wise, client wise, approval status
wise, type of expense wise etc.

Expense & Disbursement Application & Approval System

User can submit expense, authorize user can approve or partially approve or reject. User can attach vouchers in
application. On Application, Approval or Rejection user can be notified over SMS.

Expenses on Client or on Office Option

Expenses can be submitted on client or on office so that a track can be maintained for expenses which are
recoverable from client.

Unbilled Expenses Report

Track the expenses which are incurred on client service and are approved. Bill them in few clicks & mail invoices to get
it reimbursed from client.

Billed & Non Billable Expenses Report

Track the approved expenses which have already been billed on client and the expenses which have been incurred
on client but are non billable in nature.

www.mytask.co | [email protected] | 1800 120 0000 33

 MyTask Features
Rule & Location Based Attendance + Leave
Management
Location Based Attendance System
Mark Staff Attendance Only When He / She Is Physically On Desired Location. Save Up to 5 Locations Of Each User

Auto Mark Leave & Auto Grant Compensatory Leave

Define Rules And Allow to Auto Mark Half or Full Day Leave or Auto Grant Half or Full Day Compensatory Leave Based On
Rules. Sync It With Leave Module

Know Staff Wise Or Office As A Whole In & Out Time

Know Which Staff Has Come In And Gone Out at What Time Either In Your Office Or At Client Location, Either Staff Wise
Or Office As A Whole

Notification System
Get Notified By Email When In Or Out Time Punched and Actual Time of Punching Is In Variance By Defined Time

Leave Dashboard
Bunch of 2+ reports to track month on month leaves taken by staff and remaining leave balance of staff along with
bifurcation of leave taken into type of leave.

Leave Application & Approval System

Users can apply for leave and admins can approve or reject leave. A Half Day leave can also be applied.

Compensatory Leave & Mark Leave Option

Users can be granted compensatory leave by admin or if user is on leave without application, admins can mark leave
for staff.

Document Management
Upload or Create Documents
Upload Documents, to Task or in general, like final audit reports or documents shared by client. Documents uploaded
from client login can be directly linked to task. Download PDF of complete task information for final documentation
purpose in physical hard file. Create Documents like audit observations in the task or link an already uploaded or
created document to a task.

Share Documents with User

Create a custom document like, key client information among partners and share it with specified users with access
right as to who can edit or delete.

View List of Shared Documents

Each user will have list of documents shared with him. He can view, edit or delete based on access rights available.

www.mytask.co | [email protected] | 1800 120 0000 33

 MyTask Features
General Work Management & Notices

Create General To Do Work

Create a general non-client related to do work and assign it to yourself or to your staff and track them, users will be
notified over SMS on assignment and on due date. Also, details will be available on user dashboard. For Example,
Payment of Electricity Bill.

Create Notices
Create notices for your users about any legal update, or internal office circulars like sunday working or any custom
notice you want to circulate internally in your office. It will auto expire after its expiry date.

View List of Pending General Work Allotted

View user wise or work wise list of general work allotted and pending, so that you never miss any follow-up on non-
client related general office work as well.

Other Features
Best in-class android & iOS mobile app
Assign access rights of different functions to different users based on their work profile.
100+ excel export of reports from wide angle.
Excel imports available of client master, user master, invoices & digital signature details.
15+ Type of Software Notifications available on occurrence of various events to keep users notified.
6+ Events, occurrence on which, auto SMS are sent to clients.
Best in industry training & support.

www.mytask.co | [email protected] | 1800 120 0000 33

 Client Login Features
What Your Clients Can Do Using Client Login

Can Check Live Detailed Status Of Work

Along With Any Pendency, if Any

Can Send Documents To You Or Link To Task

Directly. You Will be Notified Over Email

Can Download Permanent Documents Like

ITR Copies, Audit Reports etc. & Be Notified
Over Email Of Every New Upload by You

Can Download Invoices, Debit & Credit

Notes & Know Outstanding Invoices

Can Schedule Appointments With You & Be

Notified Over Email

Can View Legal Circulars & Updates Sent by

You & Be Notified Over Email

Can Chat With You, Send Documents Over

Chat & Be Notified Over Email of Every
Revert
Can Know Various Portal's Id & Passwords
Like GST, Income Tax etc. & Can Know Dsc
Details Like Password, Validity etc.

www.mytask.co | [email protected] | 1800 120 0000 33

 Few Customer's Review
I tried couple of other applications before using MyTask. I am truly saying that MyTask
application is meeting our requirements particularly for CA firms. Every one sell their products,
but many people fails to provide product support service, in this I can say MyTask Team is
doing great job. I wish you a great success.

CA Datla Sree Rama Raju

Datla & Associates
Hyderabad, Telangana

Brilliantly designed software to suit all needs of a CA Firm. MyTask helps you design SOPs and
be in control of your practice. It has made delegating work and assigning responsibilities
simpler and easier. It has streamlined our workload by helping us to manage and keep track
of work being undertaken by employees at different levels of the organization

CA Kaushal Sharda
K Sharda & Co.
Surat, Gujarat

I have tried two CRM applications before MyTask. MyTask is must buy application for CA
Professionals in practice. It is completely meeting our requirements. Two thing which I like
about MyTask are support service and their research team which constantly does new
innovations to improve it even further. I could rate them 10/10 for all the features.

CA Pawan Periwal
Danspark & Co.
Jamshedpur, Jharkhand

Using it from April 2018 & are very much satisfied with software. MyTask is an excellent
practice management software for all size of firm of professional like CA, CS etc. It has
helped us a lot to streamline the office & billing work. It has enhanced efficiency &
timeliness. We consider it essential tool for practice management. technical support is
awesome. Thankful to entire MyTask team for their support and service.

CA Shailesh L. Patel
S L Patel & Co.
Ahmedabad, Gujarat

Very practical aspects covered in MyTask software considering practical working

environment. Best for CA professionals who are into practice.

CA Giriraj B Laddha
G B Laddha & Co. LLP
Vapi & Surat, Gujarat
MyTask converted my office management from physical to technology based. Now we are
not required to make list of repeated task, assign work, send reminders, take follow-up of
pending dues etc. All things are done by MyTask automatically.

CS. Sudhir Arya

Sudhir Arya & Associates
Delhi

www.mytask.co | [email protected] | 1800 120 0000 33

Contact Us
Email
[email protected]

Website
www.mytask.co

Phone
1800 120 0000 33

CA Himanshu Osatwal Kshitiz Bharti Anil Dosi

Founder Director & Team Lead Marketing & Support Head
[email protected] [email protected] [email protected]
+91 82904-65555 +91 94611-95512 +91 93310-27153

Gajanan Softwares Pvt. Ltd.

506, 5th Floor,

Shree Govind Business Tower, Gandhi Path,

Near Natural's Ice-Cream

Vaishali Nagar,

Jaipur - 302021
Rajasthan, India
CIN No. :U72900RJ2017PTC057435