Finexo

Practice management for chartered accountants

Finexo PMS keeps your clients, tasks and GST work in one place.

• Client and task management

  Keep client records, engagements and due dates in one place for the whole firm.

• GST compliance workflows

  Track GST returns and filings across clients with status you can see at a glance.

• Team collaboration

  Assign work to staff and articles, follow progress and cut status-chasing.

• Built for Indian CA firms

  Designed around how chartered accountants and tax practitioners in India work.