Improving Deadline Tracking and Client Task Control for CA Firms

ApexLedger Advisory was managing multiple clients for taxation, compliance filings, and periodic reporting. Important deadlines were tracked using spreadsheets, emails, and calendar reminders. 📅📊 As client volume increased, it became difficult to maintain consistent visibility over pending tasks, responsible team members, and approaching due dates.

Missed internal follow-ups and last-minute rushes started increasing pressure on the team. Management lacked a centralized view of client-wise work status, making it difficult to proactively intervene before deadlines were impacted. This affected internal efficiency and increased the risk of compliance-related delays.

Karyalay was implemented to centralize task planning and deadline management across all client engagements. Each client requirement—returns, filings, or reviews—was converted into structured tasks with defined owners and due dates. 🧩

Task updates were recorded regularly by team members, providing real-time visibility into progress. Attendance and activity tracking helped management understand workload distribution without constant follow-ups. 📱

Client-wise dashboards and reports enabled leadership to monitor pending tasks, upcoming deadlines, and overall delivery status from a single interface.

📅 Improved deadline adherence across client engagements
📌 Clear task ownership for all compliance and filing activities
📊 Real-time client-wise visibility into pending and completed work
⏱️ Reduced last-minute pressure through early issue identification
👥 Better workload planning across accounting teams
🤝 Improved client confidence with timely and organized delivery