WorkIndex connects CAs with structured requirements
Clients post service, budget, timeline, location, documents and questionnaire data. CAs can review scope before responding and build a profile around strengths.
What type of work comes through WorkIndex
- Monthly GST and ITR retainers from SMEs and startups.
- One-time year-end compliance.
- Cleanup work from messy books.
- Audit requirements.
- Virtual CFO assignments.
- Due diligence, transfer pricing and specialist projects.
How to build a strong profile
- Specialisation areas such as GST, TP, audit or startup CFO.
- Client industries served.
- Software experience such as Tally, Zoho, QuickBooks, SAP.
- Languages for client communication.
- Response time and communication style.
Questions to set up your profile
- Which services will you actively take?
- What documents do you ask before quoting?
- What client size and type do you prefer?
- Which cities or states do you serve remotely?
Avoid these issues when working with new clients
- Taking work without clear scope.
- Not clarifying GST plus ITR versus one service.
- Underquoting without seeing books quality.
- Not setting revision and notice-handling expectations.
How to use this page safely
For Chartered Accountants can depend on financial year, entity type, turnover, location, portal status, notice dates, transaction volume, documentation quality and whether prior filings were done correctly.
Use this page as preparation guidance. Before filing, responding, registering or appealing, share exact forms, notices, portal screenshots, amounts, due dates and prior acknowledgements with a qualified professional.
A strong WorkIndex quote should clearly state scope, assumptions, documents required, expected timeline, exclusions, and whether follow-up, correction filing or notice-response support is included.
How to compare WorkIndex responses
- Ask whether the expert has handled this exact service type, industry and portal workflow before.
- Confirm whether the quote includes filing only, advisory only, or also reconciliation, correction, response drafting and follow-up.
- Prefer experts who ask for records before final pricing instead of quoting blindly.
- For urgent matters, include statutory deadline, notice/order date, current portal status and financial exposure.
- Keep acknowledgement, computation, challan, report, working papers and communication trail after completion.
Keep these ready before requesting quotes
- PAN, Aadhaar, GSTIN, TAN, DIN, CIN, LLPIN, UAN or registration number as applicable.
- Portal login access or screenshots from Income Tax, GST, MCA, EPFO, ESIC, Startup India or other relevant portals.
- Previous filings, acknowledgements, challans, certificates, orders, notices, audit reports and working papers.
- Bank statements, invoices, contracts, payroll records, books export, rent agreements, transaction reports or board/investor documents relevant to the case.
- A short written summary of what happened, what deadline exists, what help you need and whether support can be remote or must be local.
How to get better quotes faster
- Mention whether you need a one-time filing, urgent correction, registration, audit, monthly retainer, appeal, or advisory review.
- Add approximate transaction count, employee count, turnover range, number of filings/years pending, and any notice deadline so experts can size the work properly.
- For accounting and bookkeeping pages, share the software used, number of bank accounts, monthly invoice count, GST status, payroll size and whether old cleanup is needed.
- For audit and diligence pages, share the review period, location count, materiality level, report format expected and who will consume the report: founder, investor, bank, board or tax department.
- For tax and GST disputes, upload or summarise the section/form/order number, demand amount, date of service, due date and current portal status before asking for a fee quote.
FAQs
Is posting a requirement on WorkIndex free?
Yes. Customers can post requirements for free and compare relevant professional responses before hiring.
Can this be handled online?
Many finance, tax, GST, accounting and compliance tasks can be handled online if records and portal access are clear. Local support may still help for inspections, physical verification or document collection.
How should I compare quotes?
Compare scope, experience, timeline, required documents, follow-up support and whether the professional has handled similar cases before.