Finexo PMS
Practice Management Software for CAs & Tax Professionals
Finexo PMS is purpose-built for Chartered Accountants and tax professionals seeking a smarter way to manage their practice. The platform centralises all core operations — including GST, ITR, and MCA compliance work — into a single, organised workspace, eliminating the inefficiencies of juggling multiple tools and manual processes.
Firms can maintain client records, assign tasks to team members, and monitor work progress with complete visibility. Automated reminders via WhatsApp and email keep clients informed and ensure no compliance deadline is ever overlooked, significantly reducing the need for manual follow-ups.
Finexo PMS also includes built-in billing and invoicing capabilities, making it straightforward to raise invoices, track payments, and monitor firm revenue. Comprehensive team tracking and reporting features give practice owners clear insight into staff performance and overall work status.
Whether you run a small CA firm or a rapidly growing practice, Finexo PMS is desig
Firms can maintain client records, assign tasks to team members, and monitor work progress with complete visibility. Automated reminders via WhatsApp and email keep clients informed and ensure no compliance deadline is ever overlooked, significantly reducing the need for manual follow-ups.
Finexo PMS also includes built-in billing and invoicing capabilities, making it straightforward to raise invoices, track payments, and monitor firm revenue. Comprehensive team tracking and reporting features give practice owners clear insight into staff performance and overall work status.
Whether you run a small CA firm or a rapidly growing practice, Finexo PMS is desig
2022
India
- Accounting
- Financial-services
- English
Industries
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Accounting
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Financial-services
Licensing & Deployment
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Proprietary
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Cloud Hosted
Support
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Email
-
Chat
-
Phone
-
Support DaysSupport Days
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday
- Saturday
Support Time- 10:00 to 19:00 (IST)
Training
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Webinar
-
Documentation
Knowledge Base
Media
Finexo PMS Core Features
Focus of Practice Management Feature
- Alerts/Reminders
- Billing & Invoicing
- Reports
Finexo PMS Pricing
Pricing Type
-
Per User
Preferred Currency
-
INR (₹)
Free Version
-
No
Free Trial
-
7 Days Trial
Payment Frequency
-
Annual Subscription
Pricing Description
Flexible annual pricing based on firm size. Manage tasks, GST, clients, and billing in one platform. Book a free demo for a customized plan.
Plans & Packages
Premium
$65 Per Year
Perfect for small to medium CA practices
Features
- 250 GST Clients
- 1000 Total Clients
- 10 Users
- 5 GB document storage
- All Features
Enterprise
$108 Per Year
Ideal for growing CA firms
Features
- 500 GST Clients
- 5000 Total Clients
- 20 Users
- 5 GB Space
- All Features
Ent - 750
$172 Per Year
For large CA practices
Features
- 750 GST Clients
- 5000 Total Clients
- 40 Users
- 10 GB Space
- All Features
Ent - 1000
$268 Per Year
For enterprise-level CA firms
Features
- 1000 GST Clients
- 5000 Total Clients
- 60 Users
- 20 GB Space
- All Features
