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TaskPe
Never miss a client deadline again for CA & accounting firms
17 followers
Never miss a client deadline again for CA & accounting firms
17 followers
Taskpe is practice management built for accounting and CA firms. It auto-generates every recurring compliance task per client — GST, TDS, ITR, ROC and more — from their registration profile, so nothing slips. Collect documents through a branded client portal with automatic reminders, assign work across your team, and let AI classify uploads and draft the follow-ups. One dashboard for every deadline, document, and staff workload.
Hey Product Hunt 👋 I'm Praveen, co-founder of taskpe.
I built this after watching accounting firms drown in the same three problems every single month: manually tracking hundreds of compliance deadlines, chasing clients over WhatsApp and email for documents, and having no single view of who's working on what.
taskpe fixes the root cause. You onboard a client once and tag their registrations — taskpe then auto-spawns every recurring obligation (GST, TDS, ITR, ROC, and more) with the correct due dates, every cycle, forever. No one on your team ever creates "GSTR-3B for July" by hand again.
On top of that:
• A client portal that collects documents and chases people automatically
• AI that reads uploads, tags them to the right client and task, and drafts the follow-up messages
• A partner dashboard showing every at-risk deadline and each staff member's workload
We started with Indian compliance because that's the pain we know deepest, but the compliance engine is template-driven — so US, UK and UAE firms can run their own jurisdiction rules on the same platform.
I'll be here all day answering everything. I'd love your honest take — what's the biggest workflow headache in your practice? And if you run or work with an accounting firm, I'd really value your feedback on whether this fits how you actually work.
Hey Product Hunt 👋 I'm Praveen, co-founder of @TaskPe
I built this after watching accounting firms drown in the same three problems every single month: manually tracking hundreds of compliance deadlines, chasing clients over WhatsApp and email for documents, and having no single view of who's working on what.
Taskpe fixes the root cause. You onboard a client once and tag their registrations — taskpe then auto-spawns every recurring obligation (GST, TDS, ITR, ROC, and more) with the correct due dates, every cycle, forever. No one on your team ever creates "GSTR-3B for July" by hand again.
On top of that:
• A client portal that collects documents and chases people automatically
• AI that reads uploads, tags them to the right client and task, and drafts the follow-up messages
• A partner dashboard showing every at-risk deadline and each staff member's workload
We started with Indian compliance because that's the pain we know deepest, but the compliance engine is template-driven — so US, UK and UAE firms can run their own jurisdiction rules on the same platform.
I'll be here all day answering everything. I'd love your honest take — what's the biggest workflow headache in your practice? And if you run or work with an accounting firm, I'd really value your feedback on whether this fits how you actually work.
How does the AI handle document classification for unusual client uploads, and does it flag anything it can't confidently sort for manual review?
How does the AI classification actually handle messy client uploads like phone photos of receipts, and is that included in the base subscription or tacked on as an add-on?
The compliance auto-generation from registration details is genuinely clever, took my messy client list and instantly mapped out every GST and TDS task I'd usually chase manually. Looking forward to stress-testing the document portal next week.
Love that the recurring tasks pull straight from the client's registration profile instead of forcing you to set each one up manually. That kind of automation saves a CA firm so much headache every month.