For Accounting & Audit Firms

Run your accounting practice without the chaos.

FinnDesk gives accounting and audit firms one workspace to track every client, deadline, task and invoice — so nothing falls through the cracks during busy season or any other time of year.

Compliance calendar that auto-schedules ITR, GST, audit and ROC deadlines
Client master with unlimited clients, contacts and documents
Automated billing linked directly to completed tasks
WhatsApp and email integration for document collection

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500+

Accounting firms on FinnDesk

40%

Reduction in missed deadlines

4.9★

Average rating from CA firms

The challenge

The problems every accounting firm knows too well.

Deadline overload

ITR, GST, TDS, audit reports and ROC filings pile up across dozens of clients. One missed deadline means penalties for your client and a damaged relationship for you.

Work scattered across tools

WhatsApp threads, spreadsheets, email folders and accounting software that do not talk to each other. Your team spends hours piecing together what is done and what is not.

Billing leakage

Work gets done but never invoiced because there is no direct link between task completion and billing. Firms routinely leave 15–20% of billable hours uncollected.

Document chaos

Client documents arrive over WhatsApp, email and in person. Finding the right version of a balance sheet or audit report at the right moment wastes everyone's time.

How FinnDesk helps

How FinnDesk solves it.

Every module in FinnDesk was built with the Indian CA and global accounting firm workflow in mind.

Compliance scheduling

Auto-generate recurring tasks for every statutory deadline — ITR, GST, TDS, audit, ROC. Set once; the system schedules the next due date as soon as each task closes.

Tasks & Compliance Scheduling

Unified client master

Every client's contacts, documents, notes, invoices and task history in one place. No more hunting across three apps to answer a client's question.

Client Management

Task-linked billing

Turn closed tasks into invoices in one click. FinnDesk tracks time and work against each service code so nothing billable goes unrecorded.

Invoice & Billing

WhatsApp document collection

Send document requests directly from FinnDesk via WhatsApp Business. Responses land against the right client record automatically.

WhatsApp Integration

FAQ

Accounting & Audit Firms — your questions answered.

Still unsure whether it fits how your team actually works? Ask us the awkward version of the question — we would rather answer it now than after you have migrated.

Talk to us

Does FinnDesk support Indian compliance deadlines?

Yes. FinnDesk was built by Turia, which powers 500+ CA firms in India. Statutory deadlines for ITR, GST, TDS, ROC and audit are built into the compliance calendar and auto-schedule recurring tasks for every client.

Can I manage multiple partners and their client portfolios?

Yes. Each partner or team lead can be assigned a client portfolio. Tasks, deadlines and billing roll up by partner, by team or across the entire firm.

How does billing work for audit engagements that span months?

You can create milestone-based billing linked to specific deliverables — fieldwork, draft report, final sign-off — so invoices go out at the right stage automatically.

Is client data kept confidential between different clients?

Completely. Each client's data is siloed within their own record. Team members only see the clients and documents assigned to them.

Can we track document requests and chase clients who have not responded?

Yes. FinnDesk logs every document request via WhatsApp or email and shows you which are pending, overdue or received. Automated reminders go out on a schedule you define.

Get Started

Start your accounting firm's free trial today.

14-day full-feature trial. No credit card. Bring your client list and see how FinnDesk handles your next deadline cycle.