Tasks & Workflow
Automated Recurring Tasks
Automate repetitive compliance work in QwikCA — recurring monthly, quarterly and annual tasks for GST, TDS, ROC and ITR, created and assigned automatically.
Most of a CA firm’s work repeats on a calendar — GST every month, TDS every quarter, ITR every year. QwikCA’s recurring tasks create that work for you automatically, so nobody has to remember to set it up each cycle.
Setting up a recurring task
For any client and service, define:
- What the task is (e.g. a tracked task named “GSTR-1 filing due” or “Collect TDS challan”)
- How often it repeats — monthly, quarterly, half-yearly, annually, or a custom schedule
- Who it’s assigned to by default
- When it’s due, relative to the period (e.g. the 11th of the next month)
QwikCA then generates the task automatically at the start of each cycle and drops it onto your task board, pre-assigned and dated.
Apply across many clients
Build a service template once and apply it to every client who uses that service. When a deadline changes, update the template and future tasks follow.
Never miss a deadline
Recurring tasks feed your deadline calendar and reminders, so staff are nudged before each due date and partners can see what’s coming.
Note: QwikCA tracks and reminds you of compliance work — it does not file returns on your behalf. You retain full control over the actual filing.