โ๏ธ Professional Services
Practice Management Platform for CA, CS, Law and Consulting Firms
Manage clients, deadlines, billings, and compliance from one platform built specifically for chartered accountants, company secretaries, lawyers, and consulting firms across India.
Challenges
What Makes Professional Services Different
The compliance and operational complexities specific to your industry โ and how YADEX addresses each one.
01
Compliance Deadline Management
Tracking dozens of compliance due dates across all clients โ GST, TDS, ROC, ITR, EPF โ without a centralised system leads to penalties and missed filings.
02
Multi-Client Operations
Managing data, documents, and workflows across 50โ500 clients simultaneously, with different compliance requirements for each, is operationally overwhelming without the right tools.
03
Client Billing and Debtors
Professional service billing is time-based and project-based. Tracking outstanding fees, WIP, and advance payments manually causes cash flow blind spots.
Solutions
How YADEX Works for Professional Services
Purpose-built workflows, automations, and reports for your industry โ ready to use from day one.
Compliance Calendar
Never Miss a Client Deadline
Centralised compliance calendar across all clients. Colour-coded deadlines, automated reminders, and status tracking for every GST, TDS, ROC, and ITR filing.
Multi-client compliance calendar
Automated deadline reminders
Status tracking per client
Bulk filing preparation
CRM & Client Management
Complete Client Relationship Management
Client profiles with full history, document store, communication log, and service records. Onboard new clients faster and never lose track of engagement history.
Client profile and KYC docs
Service assignment tracking
Communication timeline
Client onboarding workflow
ITR Filing
ITR Filing Platform for Practitioners
Practitioner dashboard to manage all client ITR filings โ from computation to e-filing โ with computation sheets, AIS reconciliation, and bulk advance feature.
ITR-1 through ITR-7 support
AIS/TIS reconciliation
Bulk advance filing
Form 26AS cross-check
ROC & Secretarial
Corporate Compliance Made Simple
MCA filing tracker, board meeting minutes, annual return preparation, and charge registry โ all the secretarial functions your company clients expect.
MCA dashboard per company
Annual filing tracker
Board meeting agenda & minutes
Charge and director management
Platform Modules
Everything You Need, In One Platform
All modules included โ no add-on pricing per feature.
Compliance Cal.
CRM
ITR Filing
ROC Filings
GST
Projects
Documents
Billing
โ๏ธ Professional Services
Ready to Simplify Your Professional Services Operations?
Start free โ no credit card required. Our onboarding team will configure YADEX for your specific compliance requirements.