Recurring client projects
One checklist, every client, every month, created from your own templates.
Every GST, TDS, ITR and ROC deadline has an owner.
Set up a service once as a template. Karyai creates the checklist for every subscribed client each month, with steps, owners and due dates ready, so repeat work is organised before anyone asks.
15-day free trial · No setup charge · No obligation to continueWithout Karyai
- Monthly work is rebuilt from last month’s spreadsheet
- A due date is on a calendar but nobody owns it
- Document collection is chased client by client, by hand
- You cannot see which filings are on track across the practice
With Karyai
- Reusable service templates define the checklist, owner and deadline
- Recurring projects are created automatically for subscribed clients
- Each step has a person and a date
- One view shows progress across every client
How it works
Three steps. No new habit for your team.
Build the template once
Define the steps of a service such as GSTR-3B: document collection, preparation, review, filing.
Karyai creates the work
Each month the project appears for every subscribed client with steps, owners and deadlines in place.
Your team moves it forward
Updates come through WhatsApp. Reviewers check the work. Your firm reviews and files.
What is included
Built for the way a CA firm actually works.
Owners and due dates
Every step is assigned to a person with a date, so a deadline is never unowned.
Document follow-ups
Karyai follows up on pending documents so the work can start on time.
Review steps
Add a review before anything is marked complete.
Practice-wide view
See where each client’s filing stands without opening ten chats.
Free due-date calendar
Our guide lists GST, TDS, income tax, ROC and payroll due dates for CA firms.
Does Karyai file returns?
No. Karyai organises the work: the checklist, the owner, the deadline and the follow-ups. Your firm reviews and files.
Which compliances can we track?
Any recurring service you can describe as steps, for example GST, TDS, income tax and ROC filings. You build the templates, so they match how your firm works.
Are due dates updated automatically?
You set the deadlines in your templates. Our free due-date calendar guide is a reference for the usual dates.
How many clients can it handle?
Karyai runs in a CA firm with 43 employees across 7 cities, where more than 100 client projects are created every month.
Keep reading
More from Karyai.
Task management
Tasks created in a message, followed up by AI, tracked by client and deadline.
Read more ↗GST invoicing and billing
GST-compliant invoices, receipts and outstanding amounts tied to delivered work.
Read more ↗Practice management
The whole practice in one place: tasks, client work, billing and people.
Read more ↗Compare practice management software
Honest comparisons with the other tools CA firms consider.
See comparisons ↗Less “any update?” More work done.
See it on your own work.
Bring one recurring task or follow-up problem. We will show you how Karyai handles it.
Book your free workflow audit ↗20 minutes · Live demo · Then 15 days free on your own team