PAS: Practice Management & Workflow Automation for CA Firms
PAS (Process Automation Suite) is a purpose-built workspace for Chartered Accountants, tax professionals, and accounting firms to run recurring compliance workflows, manage client entities, track filing deadlines, and synchronize assigned tasks directly to Google Calendar in real time.
What is the Purpose of PAS?
PAS solves the operational chaos of managing hundreds of clients, deadlines, and team members across statutory filings and consulting workflows.
1. Statutory Deadline Management
Automate GST, TDS, Income Tax, ROC, and Audit schedules. Recurring task templates eliminate missed deadlines and late filing penalties.
2. Client & Entity Directory
Maintain structured profiles for all client companies, LLPs, partnerships, and individuals, including director records and compliance histories.
3. One-Way Real-Time Calendar Sync
Integrate directly with Google Calendar to push assigned tasks and filing due dates instantly into a separate, dedicated PAS calendar.
Key Features of PAS
Everything your practice needs to automate workflows from intake to completion.
Recurring Task Automation
Templates auto-generate tasks on custom cycles (monthly, quarterly, annual) with pre-calculated statutory start and due dates.
Visual Work Boards
Track progress using customizable Kanban boards, list views, and status matrices grouped by client, assignee, or priority.
Secure Credential Storage
Encrypt government portal credentials (GSTN, Income Tax, MCA) using AES-256-GCM encryption with strict team permission controls.
Client Portal & Requests
Give clients a dedicated, branded portal to securely upload documents, approve requests, and review filing progress.
Staff Attendance & Timesheets
Log billable hours against specific clients and tasks, with automated daily check-ins and monthly attendance reporting.
Reports & Status Matrix
Generate cross-client compliance matrices to see which filings are pending, completed, or overdue across the entire firm.
Google Calendar Integration
Real-time one-way task synchronization
PAS offers an optional Google Calendar integration for team members. When connected via OAuth 2.0:
- Dedicated Secondary Calendar: PAS
automatically creates a dedicated calendar named
PAS - [Workspace Name]in your Google account so your personal calendars remain separate. - Instant Live Updates: Creating, rescheduling, completing, assigning, or deleting a task in PAS updates your Google Calendar in under a second.
- Zero Polling Delays: Unlike traditional URL feeds that refresh every 12–24 hours, PAS pushes events directly through the official Google Calendar API.
- Limited Use & Privacy: PAS only creates and manages events on its own dedicated calendar. We never read, modify, or share your personal calendars or events.