Task management software for a CA firm, built on the due date.
In a CA office a task is never just a task. It belongs to a client, it has a statutory date, and somebody senior has to sign it. CA Bundals starts from that: the work creates itself from the calendar, and you decide who does it.
See the bottleneck before the 20th, and move the work in one step.
Most of a CA firm’s tasks are known a year ahead
A GSTR-3B for a monthly filer is due every month. A TDS return is due every quarter. An AOC-4 follows the AGM. Typing these into a to-do list each month is the work a computer should do. In CA Bundals the statutory tasks come from a rule table and each client’s registrations, and the office jobs that are not filings come from templates you set once.
What is left for people is the part that needs judgement: who should do it, is it ready, and is it right.
Recurring office work that creates itself.
Bookkeeping, bank reconciliation, stock statements to the bank, monthly MIS, retainer bills. Pick from 16 ready templates or write your own, choose which clients it applies to, and the jobs appear ahead of each due date with their steps.
- Weekly, monthly, quarterly, half-yearly or yearly
- Status: to do, in progress, waiting for client, done or skipped with a reason
- Ask the client for papers from the job itself; the job shows the request’s progress
- A fee on the template lands in unbilled work when the job is marked done
Assign by client and by service.
Put staff on a client service by service: one person for GST, another for payroll. An article sees only their own clients and their own work, and nothing else in the firm.
- Five stages for a filing: not started, awaiting data, in progress, ready, filed
- Filter recurring work by owner, client or template
- Reassigning recurring work and changing its due date is kept to partners and managers
- Removing a login needs a handover first, so no task is left without an owner
Time on the task becomes the bill.
Staff log time against the client and the filing they worked on. A partner sees hours next to fees, and finished work waits in unbilled work until it is invoiced.
- Time per client and per filing
- Time feeds the realisation report the partners read
- Unbilled work listed by client so nothing done is left unbilled
Ready is not done until a partner says so.
When staff mark a filing ready it moves to the partner’s sign-off queue. Approve it, or send it back with a reason that stays on the record. After filing on the government portal, the acknowledgement number closes the task.
- The queue shows what is waiting and for how long
- UDIN recorded where the work needs one
- Approvals and withdrawals are written to an audit log
What kind of task software this is
No. It is built for the repeating statutory and office work of a CA firm. There are no Gantt charts and no free-form project boards.
Yes. Add a one-off item to a client’s calendar by hand: a notice reply, a bank’s request for CMA data, an event-driven ROC form. It gets an owner and a due date like any other.
No. Staff see their work, due dates and notices inside the portal. WhatsApp reminders are for clients, and they go from your firm’s own number.
The capacity view counts filings and recurring jobs due in the next 14 days. The team overview counts filings only.
No. You file on the government portal and record the acknowledgement here. Nothing connects to GSTN, TRACES or MCA.
The calendar is in every plan and recurring work starts one plan up. The pricing page has the full table, and the first 14 days include everything.
More on what CA Bundals does
Dates, thresholds, rates and late fees shown on this page are the product’s defaults for FY 2026-27. Verify each one against the current notification before you rely on it. The firm, staff and clients in the screens are demo data.
Give every job an owner and a date.
Every firm starts with 14 days of all 30 apps. No setup fee. Plans and limits are on the pricing page.