TasKram combines your firm's business templates with each client's real data to generate a complete task list. Your team reviews it, accepts it, and tracks every filing on one board — so nothing slips through the cracks.
Built for CA, accounting & compliance firms
The problem
Most firms still run compliance from spreadsheets, WhatsApp groups and memory. Here's where that quietly costs you.
Compliance work that isn't tracked often goes unbilled — untracked hours quietly add up to real money left on the table.
No one — not even you — can say what's overdue or who's blocked, until a client calls asking why.
One missed GST, TDS or ROC filing turns into an all-hands scramble, a penalty notice and an uncomfortable client call.
Clients notice slipped deadlines before you do — and trust, once shaken, takes far longer to rebuild than to keep.
How it works
Capture the client’s profile — registrations, entity type and the services you handle for them.
Your firm's business template is combined with the client's data to generate a complete checklist.
Edit, add or discard tasks in a private preview. Nothing reaches your team until you accept.
Tasks flow onto the Kanban board — To Do, In Progress, Review, Done — with clear owners.
See it in action
Features
TasKram turns your firm's business templates and each client's data into a complete, reviewable task list in seconds — then tracks every GST, TDS and ROC deliverable through to done.
Generate a business-specific task checklist for any client in seconds, grounded in their real data.
Encode how your firm works once. Every generated task list follows your own playbook.
Drag-and-drop boards that show every task’s status at a glance, from To Do to Done.
Invite your team, assign work and balance load from one unified dashboard.
See what’s overdue, who’s blocked and how each client is tracking — in real time.
Your team works in a space with your firm’s logo, colours and theme.
Who it’s for
One platform, with a focused experience for every role.
Onboard clients, generate task lists, manage the team and see the whole practice at a glance.
Assign and rebalance work, review progress and unblock the team before deadlines bite.
A personal board of assigned tasks, so everyone knows exactly what to do next.
AI, with you in control
TasKram never assigns work on its own. Generated task lists stay in a private preview until a firm admin reviews and accepts them — so AI speeds you up without taking judgement away from the professionals.
Built by Patheya
TasKram is built and operated by the same team that delivers our client projects — the same practices, the same standards.
Web app — desktop, tablet and mobile browsers
Explore TasKram on its own website, or write to us and we’ll walk you through it.
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