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. Now with Notice Management — track every department notice, deadline and hearing, and bill the work — plus Misc. Trackers for every renewal you watch for a client. 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.
Notice Management
Log every department notice — GST, income-tax, TRACES, MCA, RBI/FEMA, PF, PT, Labour — against the client, with response deadlines, escalating reminders, a multi-step submission thread and attachments. Track it from open to closed, litigation included — and bill the work with a per-notice fee ledger that feeds a firm-wide ready-to-bill queue.
Misc. Trackers
Everything else that quietly expires — warranties, insurance, AMCs, licences, PUC, Fire-NOC — in one register with expiry reminders. Track it for your clients, or let each client add and manage their own from the portal.
When a notice lands, your firm is already on it
Departmental notices don’t wait for your calendar. CXOView tracks every notice against the right client, keeps the response deadline in front of the assigned owner, and carries it all the way through to close — then lets you bill the work you did.
- ✓ Every authority in one queue — GST, income-tax, TRACES, MCA, RBI/FEMA, PF, PT & Labour, filtered by client, authority or deadline
- ✓ Response deadlines with escalating reminders, a full submission thread (replies, adjournments, orders) and every attachment together
- ✓ A clear status ladder — from a new notice through to close, litigation and appeals included
- ✓ Bill the work — log fees per notice (advance · per-hearing · milestone · final) into a firm-wide ready-to-bill queue
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? +
Can we manage department notices and litigation in CXOView? +
What are Misc. Trackers? +
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 →