Task management

Task management for CA firms that runs on WhatsApp.

Create a task in a message, give it an owner and a deadline, and let Karyai ask for the update. You see what is done, what is stuck and who it is waiting on, without chasing anyone.

15-day free trial · No setup charge · No obligation to continue

Without Karyai

  • Tasks live in chats, a spreadsheet and somebody’s memory
  • You ask “any update?” every day, to every person
  • A deadline slips and you find out when the client calls
  • Nobody can say which client a half-finished task belongs to

With Karyai

  • Every task has one owner, one client and one deadline
  • Karyai asks for progress and records the reply as an update
  • Work that is not moving is escalated to the person who assigned it
  • A daily summary shows what is pending, done and blocked
How it works

Three steps. No new habit for your team.

  1. Assign in a message

    Write the task the way you would say it, in English, Hindi or Hinglish. Karyai creates it with the owner, client and deadline.

  2. AI follows up

    Karyai reminds the owner and asks how it is going. A short reply becomes a recorded update.

  3. You review

    Finished work goes back to the person who assigned it, who approves it or returns it with a note.

What is included

Built for the way a CA firm actually works.

Tasks in natural language

Create, assign and update tasks by message. No forms for your team to fill.

Client and deadline on every task

Every update is tied to a client and a date, so a pending task is never anonymous.

Automatic reminders

Pending work gets a reminder without a manager sending every nudge.

Review and approval

Work that needs a second look goes to the right person before it is closed.

Daily summaries

Role-aware digests tell each person, and each manager, what needs attention.

One reply, many tasks

A single message can update several tasks, and Karyai confirms which ones changed.

Questions

Before you ask.

Something specific to your firm?

Ask us on WhatsApp ↗
Does my team need a new app?

No. Everyday task updates happen in WhatsApp. Partners and managers use the web dashboard.

Can employees write in Hindi or Hinglish?

Yes. Karyai understands English, Hindi and Hinglish, so your team can write the way they speak.

What if someone does not reply?

Karyai keeps following up. If a task is still not moving, it is escalated to the person who created it.

Can we start with only tasks?

Yes, and most firms should. Recurring projects, billing, work logs and attendance are included in every plan; you switch them on when you need them.

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

Contact & privacy

Demo and enquiry links open WhatsApp. This website does not collect your enquiry in a website form. Messages you choose to send are received by the Karyai team at +91 7499 115 133.

WhatsApp processes your interaction under its own privacy terms. This website also requests fonts from Google Fonts. For questions about your enquiry or the product’s employee-data practices, contact EventDTL Private Limited through the WhatsApp number above.

Contact the Karyai team ↗