Every client’s compliance,
tracked before it’s late.
CXOView is the practice-management platform for India’s CA, CS and compliance firms. Every client’s GST, TDS, income-tax, ROC, FEMA/RBI and payroll deadline — auto-generated, assigned to your team, recorded and verified by a reviewer. Your whole book of clients, on one dashboard.
Stop tracking client deadlines in a spreadsheet
The moment you onboard a client, CXOView builds its entire statutory calendar. Everything below runs on autopilot from there — across your whole book.
Auto due-date tracker, every client
Onboard a client and tick its registrations once. Every GST, TDS, IT, ROC, PF, PT, MLWF, POSH and FEMA/RBI deadline is generated for the year — for every client on your books, with no manual “generate” and no upkeep.
Payment vs filing — catch short payments
Every entry tracks two amounts — what was paid (challan) and what was filed (return). CXOView surfaces short payments, wrong-period payments and interest gaps that a spreadsheet quietly hides — exactly the things a reviewer needs to catch.
Reminders that land — firm & client
Escalating email reminders reach the assigned owner before every deadline — and, when you enable it, your client too. Nothing slips because someone assumed someone else had it.
A branded portal for every client
Give each client a portal to see their compliance status and hand over documents — with per-entity view/download control you set. No more chasing papers across email and WhatsApp; requests and uploads live in one place.
Team workload, roles & OOO
Assign compliances to staff and see every team member’s load across clients. Scope access by role and service — with salary data separately gated — and delegate automatically when someone’s on leave, so nothing stalls.
Maker-checker verification & audit trail
A second, authorised reviewer signs off each filing — stamped with who verified it and when. Every action is logged, giving you a documented audit trail your firm, and a peer reviewer, can rely on for any client.
Run 5 or 500 clients without losing the thread
A practice doesn’t track one calendar — it tracks a whole book of clients, each on different registrations and due dates. CXOView gives every client its own tracker and rolls them into a single firm-wide compliance-health view for the partners.
- ✓ Per-client statutory calendars, generated automatically
- ✓ Firm-wide compliance health across every client, in one view
- ✓ Assign owners and deadlines per client, per compliance type
- ✓ One login, complete separation of each client’s data — clients unlimited on every plan
From spreadsheet to autopilot in three steps
Onboard your clients
Add each client and tick the registrations it holds — GSTINs, TAN, PF/ESI, PT states, ROC, FEMA/RBI. That’s the only setup, and clients are unlimited on every plan.
Calendars build themselves
CXOView generates the full year of statutory due dates for every client and compliance type — no templates to fill, no dates to key in.
Assign, file, verify
Assign each item to your team; they get reminders, record filings and attach the challan; a reviewer verifies each one. Your firm sees a live, verified audit trail across every client.
How to read this: CXOView is your firm’s compliance system of record and internal control layer — your team records each filing and an authorised reviewer verifies it. It doesn’t file with, or verify against, government portals (GST, MCA, TRACES, EPFO, RBI FIRMS/FLAIR); responsibility for actual compliance stays with your firm and your clients.
For a practice, a missed deadline is never just a penalty
It’s a client’s penalty and interest, an uncomfortable call, and a dent in the trust your firm is built on. Compliance is your product — and the firms that scale are the ones that turn it from a monthly scramble into a controlled, documented process.
Your practice runs on trust and deadlines. CXOView protects both.
Every client’s filing recorded, verified by an authorised reviewer, and documented — with a complete audit trail. So your firm is never caught reconstructing a client’s history the week before a notice, an assessment or a peer review.
Your clients’ data, guarded like it’s ours
Your firm hands us its clients’ PAN, TAN, GSTIN, bank details and confidential financials — for every client on your books. We treat that as sacred: encrypted, isolated per firm, and hosted in India.
Read our security posture →Everything else you’re wondering
Do I have to set up each client’s due dates manually? +
We’re a CS firm and do a lot of ROC/MCA work — is that covered? +
How quickly can we get set up? +
Can my clients see their own status and send documents? +
How does pricing work for a firm? +
Where is our — and our clients’ — data stored? +
Is there a free trial? +
Never miss a client’s filing again
Give your practice the compliance command centre it deserves. Onboard your first client in minutes.
Start your free trial →