Asana, but simpler — an all-in-one task & compliance workspace built for a Chartered Accountancy firm.
SimpleTeam gives a CA practice the 20% of features they use 80% of the time: client management, compliance-categorised tasks, a filing calendar, role-based workflows, and one-tap WhatsApp client updates — fast, clean, and easy to run.
- Clients — first-class client directory (entity type, GSTIN/PAN, contacts) with a relationship manager per client.
- Compliance tasks — every task is tagged GST / Income Tax / TDS / ROC / Audit / Advisory, linked to a client, with priority, deadline and assignee.
- Compliance calendar — month grid of filing deadlines (agenda view on mobile).
- Dashboard — clients, open work by compliance area, overdue, due-this-week, team workload.
- My Tasks / Backlog — personal Today/Upcoming/Later view and an undated "Pending Works" backlog.
- List & Kanban — toggle views with drag-and-drop and rich filters.
- Roles & security — owner/admin/leader/member; only admins create & assign work; PBKDF2-hashed passwords; long invite codes; workspace-scoped data.
- WhatsApp updates — auto-queue a client message when a filing completes; every message is fully editable; opens WhatsApp (or WhatsApp Business) with the text pre-filled — no API required.
- Laws reference — plain-language GST, Income-tax Act 2025 and Companies Act 2013 (small company) summaries.
- Customisation — light/dark theme, brand accent-colour picker, collapsible sidebar.
- Account management — change/reset password, delete account, manage the workspace.
- Next.js 14 (App Router) · TypeScript · Tailwind CSS · lucide-react · Supabase
- Two backends, auto-selected. With
NEXT_PUBLIC_SUPABASE_URL+NEXT_PUBLIC_SUPABASE_ANON_KEYset, it runs on Supabase (real accounts, multi-user, realtime). Without them it runs local-first on this device (localStorage, cross-tab live updates). SeeSUPABASE.md.
npm install
npm run dev
# open http://localhost:3000On first run, create an account — you become the owner/admin of a new, empty workspace.
Invite teammates with the workspace's invite code (Settings → they choose "Join with code").
To go cloud + multi-user, follow SUPABASE.md.
Made by thepc101.