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The task manager built for

Streamline compliance, automate recurring filings, and collaborate with your team and clients — purpose-built for modern Indian practices.

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Free forever plan No credit card required Set up in 2 minutes
Trusted by 500+ finance professionals
upFloat — Board
To Do3
R
GSTR-3B Filing
Reliance Traders
Jun 20
M
TDS Reconciliation
Mehta & Co
Jun 22
A
Audit Prep
Apex Industries
Jun 25
In Progress2
S
ITR Computation
Sharma HUF
Jun 19
V
Vendor KYC
Vikram Steel
Jun 21
Done2
K
PF Return
Kumar Foods
Jun 15
D
ROC Filing
Deepak Ltd
Jun 14
69 Compliances
tracked automatically
GST Filed Successfully
THIS WEEK
94%
tasks on time
0+
Tasks completed
0+
Finance teams
0
Compliance types
0.0%
Uptime

Everything your practice needs

One platform for tasks, compliance, clients, and your whole team.

Smart Tasks

Kanban, list, and calendar views with optimistic updates and instant sync.

File GSTR-1
TDS payment
Bank reco
Send invoice

Compliance Calendar

69+ statutory tasks with due-date tracking for GST, TDS, ROC and more.

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Client Portal

Magic-link portals let clients share documents — no login required.

Portal shared
Magic link sent to client
portal.upfloat.app/r/9fX2…

MSME Tracker

Automate vendor outreach and track 45-day payment compliance.

Vikram Steel✓ Sent
Apex Traders… Pending
Kumar Foods✓ Sent

Recurring Tasks

Define any schedule — daily, monthly, quarterly — and we spawn it on time.

Next occurrence in
04
days
11
hrs
59
min
00
sec

Team Management

Granular roles and permissions from owner to viewer, per organisation.

ASRole:Owner
RKRole:Manager
PVRole:Member

Get started in minutes

Three simple steps to a fully running practice.

01

Add your clients & tasks

Import clients and create tasks in seconds with smart templates.

02

Set compliance schedules

Pick from 69+ statutory tasks or build custom recurring rules.

03

Collaborate & track

Assign your team, share portals, and watch everything stay on time.

Simple, transparent pricing

All prices in USD. No hidden fees, cancel anytime.

Free
$0forever
  • Up to 5 members
  • 3 projects
  • Basic tasks
  • Kanban & list views
Get started
★ Most Popular
Starter
$29/mo
  • Up to 15 members
  • All features
  • Recurring tasks
  • Compliance calendar
  • Client portal
Get started
Pro
$79/mo
  • Up to 50 members
  • Advanced reports
  • API access
  • File attachments
  • Priority support
Get started

All payments processed securely via Razorpay · Cancel anytime

Ready to transform your practice?

Join 500+ finance teams already running on upFloat. Free to start.

Start for free View MSME Tracker
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