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Mytask financial management

MyTask

Brand: Gajanan

  • 3.7

  • 8 Ratings & 8 Reviews

MyTask is the perfect software for practicing CA office management and tax professionals. It helps financial professionals with accountancy, auditing, taxation, fiscal advisory, and much more. The CA tool does not limit its working to accounting and financial reporting, but also to effective team management and collaboration with your staff. MyTask software helps set up an effective workflow tha...

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Starting Price
₹690 excl.GST
₹ 814 incl. GST

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Starting at ₹690

MyTask Software Overview

What is MyTask?

MyTask is the perfect software for practicing CA office management and tax professionals. It helps financial professionals with accountancy, auditing, taxation, fiscal advisory, and much more. The CA tool does not limit its working to accounting and financial reporting, but also to effective team management and collaboration with your staff. 

MyTask software helps set up an effective workflow that keeps evaluating the project as it goes on. The CA office software segments your project in several parts and divides it among teams. As every segment completes, managers and other key players can constantly review after a step is completed. It also facilitates inter and intra file sharing and communication among departments and (or) teams. 

MyTask is great software to optimize your output and boost your collaboration among team members

How does MyTask fasten your daily work?

  1.  Create a task automatically with MyTask software. 
  2. Assign it among your employees, or teams
  3.  Keep reviewing it in the process as teams keep updating it. 
  4.  Create a GST-compliant bill of the task
  5. Auto-check for dues and follow up. 
  6. Close the task once you finish it. 

Why Chartered Accountants choose MyTask? 

  1.  MyTask software gives CAs a tighter hold on their workflows. 
  2.  The CA office software has all the process management functions that are scalable in size for business professionals. 
  3.  It is a cloud-based software that gives a lot better access to your files even when you are on the go.
  4.  Every feature of MyTask is developed in tandem with Indian sensibilities and working environment. 
  5.  You can increase your profits with MyTask. The software helps Indian CAs and tax professionals to rid of the lags and bottlenecks and stay of their competition. 

Price of MyTask

The pricing of MyTask is available at INR 690 for a 6-month plan at techjockey.com.

There is an installation price of Rs. 3500/- that is the same for any plan you purchase. It will be added to the choice of your plan during billing. For further inquiries please request a call, and our sales team will follow up with you.

Comparison Mytask with other CA Office Management Software

  1. MyTask vs Smart Office Management System
  2. MyTask vs CA Daksh
  3. MyTask vs ERPCA Solution
  4. MyTask vs Wolters Kluwer CCH iFirm
Read more

MyTask Pricing & Plans

MyTask
Key Features
  • Financial Accounting and Reporting
  • Billing & Invoicing
  • Remote Access
  • Compliance Management
  • Contact Management
  • Workflow Management
  • Multi-users with role authorization
  • Employee Management
  • Attendance Management
  • Alerts
  • Task Management
  • Document Management
  • Analytics & Reporting
  • Finance Management
  • Dashboards

Calculated Price

4190 Exclusive of all taxes
    • Users (User(s))

      Users (User(s))
      Users (User(s))
    • Monthly (Month(s))

      Monthly (Month(s))
      Monthly (Month(s))
Installation (Price: ₹ 3500)
  • Quantity
    1

Key Features

  • Financial Accounting and Reporting

  • Billing & Invoicing

  • Remote Access

  • Compliance Management

  • Contact Management

  • Workflow Management

  • Multi-users with role authorization

  • Employee Management

  • Attendance Management

  • Alerts

  • Task Management

  • Document Management

  • Analytics & Reporting

  • Finance Management

  • Dashboards

MyTask Features

  • icon_check Financial Accounting and Reporting
    Generate detailed balance sheets and profit-and-loss statements to monitor your firm's financial health with total precision.
  • icon_check Billing & Invoicing
    Create professional, GST-compliant invoices and track outstanding dues with automated follow-ups to ensure timely payments.
  • icon_check Accounting & Taxation
    Simplify your tax practice with automated computations and direct integration for filing GST and Income Tax returns easily.
  • icon_check Analytics & Reporting
    Access over 125 broad reports and visual charts to analyze office productivity, revenue trends, and service delivery speeds.
  • icon_check Compliance Management
    Stay updated with statutory deadlines and maintain a digital log of filing acknowledgments for all your clients efficiently.
  • icon_check Task Management
    Organize your daily workload by creating, assigning, and tracking specific service jobs from inception to ultimate completion.
  • icon_check Workflow Management
    Standardize your office processes with multi-level sub-tasks and automated status updates to ensure consistent service quality.
  • icon_check Remote Access
    Manage your entire practice from anywhere using the secure cloud-based web application or the dedicated mobile app on the go.
  • icon_check Attendance Management
    Track staff working hours and locations using a rule-based system that integrates seamlessly with your payroll and leaves.
  • icon_check Multi-users with role authorization
    Assign specific access levels and permissions to different team members to ensure data security and operational accountability.
  • icon_check Contact Management
    Maintain a centralized, searchable directory of all your clients, including their key personnel and group-wise relationships.
  • icon_check Dashboards
    View live office activity and critical financial metrics on a single screen with specialized dashboards for every service type.
  • icon_check Employee Management
    Monitor staff efficiency and occupancy levels while managing their timesheets and professional performance targets easily.
  • icon_check Finance Management
    Gain a bird's-eye view of your office's total billing, collections, and aging of outstanding fees through a unified portal.
  • icon_check Document Management
    Digitally store and link important audit files, certificates, and permanent client records to specific tasks for quick access.
  • icon_check Alerts
    Receive automated notifications via SMS and email for upcoming deadlines, new task assignments, and critical pending issues.
MyTask Demo Video play icon

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Watch the demo video to explore key features, real workflows, and how the software fits your business needs.

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MyTask Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows iOS iOS Android Android MacOS MacOS Linux Linux
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
Finance Accounting Firms
Business Specific
All Businesses
Business Size
Individual Small Business Startups Medium Business Enterprises SMEs MSMBs Freelancers
Customer Support
Phone Email Live Chat
Language
English
Integration
API Integration
Training Resources
Live Online Webinars Documentation Videos
AI Features
AI Integrated
Compliance Regulation
CCPA

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MyTask Reviews

3.7

Out of 5

img

Overall Rating

Based on
8 Verified Reviews

Rating Breakdown

  • Features 3.7
  • Value for Money 3.5
  • Ease of Use 3.7
  • Customer Support 3.7

68% Recommend this Product

Add Review

Pros

  • "Extremely fast and reliable service. The products worked perfectly and exactly as promised."

    Mazhar GodhrawalaAug 30, 2018

  • "Each Service segment's dashboard, it gives complete picture as to what is going on in a particular segment "

    Aditi KukrejaMay 6, 2018

  • "Performance is very good, Easy to use, Qualitative software. It has great features that are easy to use."

    Surinder AroraMay 5, 2018

Cons

  • "Worst customer service in the age of technology. Nothing is used due to lack of customer support"

    VirendraNov 21, 2024

Virendra

Founder

Industry: Accounting

1

Reviewed on: Nov 21, 2024

Techjockey Verified

“VERY POOR CUSTOMER SUPPORT AFTER SALE OF THE PRODUCT”

No interest in resolving issues. Instead blaming IT portal. Not able to resolve their own software issues even after more than 3 months.

Pros

No Pros

Cons

Worst customer service in the age of technology. Nothing is used due to lack of customer support

Reason to switch

IT PORTAL FEATURES BUT IN THE END I REGRET MY DECISION TO GO TO MYTASK

Jitendra Kr Chopra

User

2

Reviewed on: Mar 16, 2020

Techjockey Verified

“The software works fine and lot of updating is required in terms of making it more user friendly with such support services as email, SMS, etc.”

Pros

The software is in beta stage right now and at the moment there are no pros that I can really think of. We needed some support for a technical issue but support for customer service not available. Nobody responded to our queries.

Cons

I would like to list them one by one. •More than one person cannot be assigned to one service. What if there is an assignment in which we have more than 3 people working, how do we allocate them? •Email service not yet available to send clients w.r.t repeated services. •Time management just got active but no one called us for training, •Every time we create a new type of service, individually all members are to be assigned to the service, this is pathetic. If it is 3-5 employees we can understand and the same can be done. But when you have more employees, how do you expect to assign to each and every employee individually? What’s the use of having software if there are such issues arising in early stages of use?

Srashti Srivastava

User

4

Reviewed on: Mar 24, 2020

Techjockey Verified

“Basically, good software however there exists room for further improvement.”

Pros

The software helps streamline my work to some extent. The layout and structure of the platform is nice and so is the server response time. Calendar and notice board feature is a plus. It has a simple, effective, and easy to view dashboard. Sticky notes and to-do list are other positive features, though they need a bit of improvement.

Cons

It takes a bit of time to add a task. Also, there should be an option to completely disable a user when she/he leaves and add another one rather than going through the hassle of transferring from one person to another. Adding checklists is a complicated procedure. Communication channel for members to converse with each other easily is missing. Currently, no feature available to check for tasks pending and reporting module needs simplification as it is quite complicated.

See All MyTask Reviews

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How can I post a 'Pro' Task?

By tapping on the 'Post' icon at the base of the MyTask App, this will take you to the post screen where you will be able to select the category of work you wish to be completed. By sliding your screen over, this will reveal the Pro Task categories for professional services.

Can I calculate billable and non-billable hours of my collaborators?

Yes, MyTask has a staff management embedded with timesheet to know the staff time that was used.

Can we send bulk SMS to clients?

MyTask allows you to send bulk and individual text messages with handful of clicks. You can customize the language of the SMS according to your convenience.

If I am working on multiple projects/tasks, how can I see their progress as a Manager?

MyTask offers four different dashboards for quick follow up on your teams and collaborators. These are: 1. Work Report: It generates seventeen different reports. 2. Financial Management: It produces sixteen types of reports. 3. Work and Staff Activity Dashboard: This gives you a detailed insight into your regular staff activity with fifteen different reports. 4. User Dashboard: It generates four different reports with the help of three powerful tools to oversee and evaluate your organization, client, and administrative performance.

What shall I do if I skip a bill?

MyTask helps keep track of every pending bill. It generates a detailed invoice of the task that gives you visibility of unbilled tasks.

How much does MyTask cost?

The pricing of MyTask is available at INR 690 for a 6-month plan at techjockey.com. There is an installation price of Rs. 3500/- that is the same for any plan you purchase

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.