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Built for CA, Audit, Tax & Accounting Firms

One Platform. Complete Audit Firm Management.

Capture leads, manage clients, track GST, ITR and ROC filings, assign tasks, manage documents, invoice faster and collect payments sooner.

Explore Features
Audexflow Workspace • Active Engagements
FY 2026-27 Q2
CA
GST Filings Pending fact_check
42
trending_up 92% on schedule
New Client Leads person_add
12
4 high value audits
Payments Collected payments
₹1.4L
Auto-reconciled this week
Live Compliance Pipeline
Real-time status
GSTR-1
GSTR-3B
ITR-6
Tax Audit
ROC MGT-7
Client Name Filing Type Assigned To Status
Meridian Exports Ltd Statutory Audit FY26 Priya Sharma (Senior) Completed
Apex Tech Ventures GST 3B Aug 2026 Rahul Verma (Manager) In Progress

Running a firm shouldn't feel this scattered.

Traditional practice management relies on fragmented tools that create delays and compliance risks.

Scattered Info

Trapped in endless spreadsheets & emails.

Missed Deadlines

Losing sleep over ROC & GST due dates.

Zero Visibility

What is your team actually working on?

Doc Bottlenecks

Waiting for clients to send "one more doc".

Payment Delays

Work is done, but where is the money?

The Audexflow Standard

Every workflow. Every client. One centralized hub.

Audexflow eliminates the friction between firm partners, managers, and clients by creating a single source of truth for compliance, documents, and payments.

End-to-End Firm Automation

Unified Audit Lifecycle

LEAD INTAKE & CRM

1. Capture Leads Automatically

Inquiries from your firm website, WhatsApp, and email flow into a unified pipeline with automatic CA/staff assignment.

LL
Lead: Lotus Logistics Pvt Ltd
Service Request: Statutory Audit FY26 & Tax Planning
Auto-Assigned to Partner
Step-by-Step Implementation

Streamline Your Firm in 5 Steps

01 person_add

Capture

Leads land directly into your pipeline from website forms and WhatsApp.

Auto-lead assignment →
02 assignment_ind

Assign

Automated task creation for GST, ITR, or specific statutory audits.

Template checklists →
03 play_circle

Execute

Manage documents and team progress in real-time with zero gaps.

Live tracking →
04 receipt_long

Invoice

Auto-generate professional GST invoices as work is completed.

Instant billing →
05 analytics

Analyze

Detailed dashboards on firm profitability and team turnaround times.

Firm insights ✓
COMPLETE TOOLKIT

Enterprise Features, Boutique Precision

Everything you need to scale your CA practice without administrative chaos.

Lead Intake
language Web chat WA
LL
Lotus Logistics
Statutory Audit FY26
check_circle Assigned

Client CRM

360-degree view of client communication, filing history, PAN/GSTIN data, and KYC docs.

Task Board 18/18 Done
TO DO REVIEW DONE
GSTR-3B
CA

Task Management

Kanban boards and lists specifically optimized for accounting sub-tasks and audit reviews.

Workflow Engine Verified ✓
Audit Scrutiny MCA

Service Execution

Templated workflows for Statutory Audits, Scrutiny, MCA filings, and Corporate Advisory.

picture_as_pdf
Tax_Report_FY26.pdf
OCR Scanned • Indexed
lock

Document Mgmt

Unlimited secure cloud storage with smart indexing and direct client document requests.

Compliance Pipeline 7 Days Left
GST 3B Tax Audit ROC Return

Compliance Tracker

Automated notifications and reminders for all Indian tax & regulatory deadlines.

Client Portal & Billing PAID & RECONCILED ✓
Audit Fee Invoice
₹42,500 + GST
₹

Client Portal

White-labeled dashboard for your clients to upload docs, pay invoices, and track work.

Document Automation

The Document Hub You've Always Wanted

Stop chasing clients on email or WhatsApp for missing audit papers. Audexflow automates requests and organizes files automatically.

  • check
    Client-side document requests with automatic WhatsApp & email follow-ups.
  • check
    Internal review and approval workflows for draft audit reports.
  • check
    AES-256 bank-grade encryption for all financial files and annexures.
Client Request Checklist

Meridian Exports Ltd • Statutory Audit

1 Pending Item
description
Bank_Statement_FY26.pdf Uploaded by Client • 2.4 MB
Verified
folder_zip
TDS_Certificates_Q3.zip Due 2 days ago • Auto-reminder sent
Overdue
table_view
GST_Credit_Ledger.xlsx Waiting for client upload
Pending
Indian Tax & MCA Rules

Never Miss a Filing Deadline Again

Our compliance calendar engine monitors official tax calendars and automatically populates your team's task list with exact due dates.

100%
ROC Compliance Rate
0
Missed GST Deadlines
calendar_month October 2026 Compliance Calendar
chevron_left chevron_right
SMTWTFS
28
29
30
1
2
3
4
APR 07 TDS Payment Deposit
Urgent
APR 11 GSTR-1 Return Filing
Active
Proven ROI

Measured for High-Performance Firms

40%

Faster Audit Turnaround

25%

More Client Leads

15d

Avg Collection Time

99%

SLA Compliance

3x

Staff Productivity

Zero

IT Server Maintenance

Tailored Dashboards

One Tool. Every Perspective.

Role-based access ensures partners, managers, staff, and clients see exactly what they need.

Strategic Oversight for Partners

Partners get high-level executive dashboards to monitor firm revenue, outstanding collections, and critical compliance risks across all practice areas.

  • Real-time profitability reports by service line and partner branch.
  • Permission-based security for confidential client files.
Partner Control Desk
Live View
Q1 Firm Revenue
₹42.8 Lakhs
Outstanding Collections
₹3.2 Lakhs
Audit SLA Target 98.4% Achieved

Bank-Grade Security & Compliance Standards

ISO 27001
SSL 256-bit
Cloud Backups
GDPR Compliant
SOC2 Ready
Get Started Today

Book Your Personalized Demo

See how Audexflow can automate your firm's GST, ITR, Audit, and MCA workflows. No commitment required.

15-minute setup & onboarding
Free data migration from Tally / Excel
Got Questions?

Frequently Asked Questions

Can we migrate data from our existing software?
Yes, our onboarding team assists with bulk data migration from Tally, Excel, or legacy practice management tools with zero downtime.
How secure is the document storage?
We use AES-256 bit encryption for data at rest and TLS for data in transit. All documents are stored in secure AWS data centers with multi-region backup.
Does it support ROC and GST reminders?
Absolutely. Audexflow has a built-in Indian compliance calendar that automatically triggers notifications for your team and automated reminders to clients via WhatsApp and email.
Is there a mobile experience for my clients?
Clients can access their portal via any mobile browser or app, where they can scan and upload documents, view status, and make invoice payments directly.
FOURTEEN DAYS, EVERYTHING UNLOCKED

Stop scattering compliance files you were trying to keep organized.

Features Workflow