Finexo PMS or a white-label client calendar? Practice software vs a branded calendar for clients
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Short answer: They do different jobs. Finexo PMS is practice-management software for Indian CA, CS and tax practices: it creates GST, ITR and TDS tasks with due dates automatically, assigns them to staff, tracks DSC expiry, sends bulk WhatsApp, SMS and email reminders, and handles billing and a client portal. Its pricing page (checked 24 Oct 2026) shows Premium at ₹5,999 a year (250 GST clients, 1,000 total clients, 10 users), Enterprise at ₹9,999, Ent-750 at ₹15,999 and Ent-1000 at ₹24,999, all billed yearly and excluding 18% GST, every feature on every plan, renewal at the same price, a free trial with no card and no refunds after purchase. Our White-Label Client Compliance Calendar is not software: it is four quarterly packs (DOCX, PDF, WhatsApp image, .ics, .xlsx) with your firm's name, for unlimited clients, at ₹999 a year. If you want your firm's work run from one system, Finexo is the better pick. If you only want a branded calendar to hand every client, start with ours.
The pain this page is about
“My staff track due dates in Excel and a WhatsApp group, and clients still ask what is due.” Those are two problems. Practice software fixes the inside of the firm: tasks, staff, filings, billing. A branded calendar fixes the outside: every client knows the month's dates, and the reminder carries your firm's name.
Side by side (from public pages)
| Finexo PMS | Unadhi White-Label Client Compliance Calendar | |
|---|---|---|
| What it is | Practice-management software for CA, CS and tax practices | A yearly licence for branded calendar files made for your firm |
| Main job | Automatic GST, ITR and TDS task creation with QRMP- and registration-aware due dates, workflows and filing verification, DSC tracking, credential vault, time tracking, billing, client portal | Four quarterly client calendars: editable DOCX with your firm name (and logo), PDF, 1080×1350 WhatsApp image, plus .ics and .xlsx of national GST, TDS/TCS, income-tax, advance-tax and MCA dates |
| Reaching clients | Bulk WhatsApp, SMS and email reminders | You send the files by email or WhatsApp; clients can add the .ics to their phone calendar |
| Filing returns | Does not file returns; tracks what is due and records proof of filing (its own page) | Does not file returns |
| Size limits | Premium: 250 GST clients, 1,000 total clients, 10 users, 5 GB; larger plans up to 1,000 GST clients and 60 users | One firm, all branches; unlimited clients |
| Price (public, checked 24 Oct 2026) | ₹5,999 · ₹9,999 · ₹15,999 · ₹24,999 a year, + 18% GST; no setup fee; renewal at the purchase price | ₹999/year (yearly licence; Gumroad renews it yearly unless you cancel) |
| Try first and refunds | Free trial, no card; its FAQ says no refunds after purchase | Free sample calendar and a free due-date tool; 14-day refund from when you receive the first pack |
Function summary in our own words from Finexo's public pages, not a review and not a test. We do not repeat the firm and client counts shown on its site.
Who should pick Finexo PMS instead
- You want every GST, ITR and TDS task created and assigned automatically, with workflows and proof of filing.
- You have staff and want DSC expiry alerts, a credential vault, attendance and practice billing in one place.
- You want reminders sent to clients from the same system that tracks the work.
Who the white-label calendar fits better
- You do not want new software or staff training; you want a branded quarterly calendar in every client's hands.
- You want something at ₹999 a year with a 14-day refund, rather than a larger yearly commitment with no refund.
- You already use practice software and only miss the client-facing calendar; many firms could use both.
Try the free version first
₹999/year · four branded quarterly packs, unlimited clients
See the free sample calendar and the free CA due-date calendar tool first. The White-Label Client Compliance Calendar for CA Firms gives you four quarterly packs with your firm name on the DOCX, PDF and WhatsApp image, national .ics/.xlsx, and extension updates. Files are made for your firm after checkout and emailed within 2 working days. 14-day refund from when you receive the first pack. It is an independent reminder list, not an official publication and not tax advice. Disclosure: Unadhi product; new, no reviews yet.
See the free sample Get the white-label calendar — ₹999/year
More comparisons: Zync CA vs the calendar · FirmSaathi vs the calendar · Zoho Practice vs the calendar.
Frequently asked questions
How much does Finexo PMS cost?
Its pricing page (checked 24 Oct 2026) shows Premium at ₹5,999 a year, Enterprise at ₹9,999, Ent-750 at ₹15,999 and Ent-1000 at ₹24,999, billed yearly and excluding 18% GST. Every plan has every feature; tiers differ by GST clients, users and storage.
Does Finexo offer refunds?
Its FAQ says it does not offer refunds after purchase and recommends using the free trial first.
Does Finexo file GST returns?
No. Its pricing page says it tracks what is due and records proof of filing; filing happens on the government portal.
Is the ₹999 calendar a subscription?
It is a yearly licence sold as a Gumroad membership, so it renews yearly unless you cancel. Year one covers four quarterly packs, starting with your first pack.
Can I use both?
Yes. Practice software can run your firm's tasks while a branded quarterly calendar keeps every client aware of the national dates.
Not legal advice and not tax advice. The calendar is an independent reminder list, not an official government publication; your firm stays responsible for advice to clients. Competitor prices and plans change; re-check their pricing pages before you decide. Spotted an error about any product on this page, including ours? Write to mininglife7@gmail.com and we correct it.
Sources
- Finexo PMS pricing (plans, limits, GST, trial, refund FAQ, what is not included) — https://finexo.in/practice-management-software-for-ca-tax-practitioners/pricing (checked 24 Oct 2026)
- Finexo PMS product page (features) — https://finexo.in/practice-management-software-for-ca-tax-practitioners (checked 24 Oct 2026)
- Unadhi White-Label Client Compliance Calendar on Gumroad (price, contents, delivery, refund) — https://mininglife1.gumroad.com/l/ca-firm-compliance-calendar (checked 24 Oct 2026)
- Unadhi free sample client calendar — https://unadhi.com/samples/ca-compliance-calendar-sample.html (checked 24 Oct 2026)
- Unadhi free CA due-date calendar tool — https://unadhi.com/tools/ca-due-date-calendar.html (checked 24 Oct 2026)
Unadhi Guides are free, independent explainers. We correct errors as soon as we find them: write to mininglife7@gmail.com.