⚖️ 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.

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Challenges

What Makes Professional Services Different

The compliance and operational complexities specific to your industry — and how YADEX addresses each one.

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Compliance Deadline Management

Tracking dozens of compliance due dates across all clients — GST, TDS, ROC, ITR, EPF — without a centralised system leads to penalties and missed filings.

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Multi-Client Operations

Managing data, documents, and workflows across 50–500 clients simultaneously, with different compliance requirements for each, is operationally overwhelming without the right tools.

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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 — 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 — from computation to e-filing — 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 — 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 — no add-on pricing per feature.

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Compliance Cal.

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CRM

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ITR Filing

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ROC Filings

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GST

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Projects

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Documents

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Billing

⚖️ Professional Services

Ready to Simplify Your Professional Services Operations?

Start free — no credit card required. Our onboarding team will configure YADEX for your specific compliance requirements.

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