Streamline compliance, automate recurring filings, and collaborate with your team and clients — built for CA and CPA practices in India, the US, the UK, Canada, Australia and the EU.
One platform for tasks, compliance, clients, and your whole team.
Kanban, list, and calendar views with optimistic updates and instant sync.
69+ statutory tasks with due-date tracking for GST, TDS, ROC and more.
Magic-link portals let clients share documents — no login required.
Automate vendor outreach and track 45-day payment compliance.
Define any schedule — daily, monthly, quarterly — and we spawn it on time.
Granular roles and permissions from owner to viewer, per organisation.
Three simple steps to a fully running practice.
Import clients and create tasks in seconds with smart templates.
Pick from 69+ statutory tasks or build custom recurring rules.
Assign your team, share portals, and watch everything stay on time.
All prices in USD. No hidden fees, cancel anytime.
All payments processed securely via Razorpay · Cancel anytime
Join 500+ finance teams already running on upFloat. Free to start.
Not sure whether upFloat fits your practice? Email or call us — we answer every message ourselves.