Statutory audit
Meenakshi Metals
R. Subramanian
Due 30 Sep
72% ₹3.85 L
Klok
Practice operations
The firm, on one current picture.
Clients, engagements, allocation, field work, time and billing — one system a partner can open and trust, on the desktop and on the native Android app the field staff already carry.
Practice desk
Today
Tax audit
Anand Auto Components
K. Priya
Due 30 Sep
45% ₹2.40 L
GST audit
Sri Vaari Traders
M. Arjun
Due 31 Oct
18% ₹1.25 L
The current state
Six things, six different places.
A growing firm tracks client, engagement, allocation, field work, time and billing across a folder, a spreadsheet, a WhatsApp group and one partner’s memory. None of it is wrong. None of it is one system.
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Client
Held in a folder, updated whenever someone remembers to.
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Engagement
Scope and deadline live in the engagement letter, not in anything that reminds anyone.
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Allocation
Who is on what changes in a phone call, not in a record.
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Field work
Attendance and progress arrive as a message, days after the fact.
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Time
Recorded from memory at the end of the week, if it is recorded at all.
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Billing
Rebuilt from scratch each month because nothing upstream was ever structured.
One flow
From taking on a client to the partner’s view of it.
Each stage hands its record to the next. Nothing gets re-typed, and nothing has to be remembered.
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Client
One record per client, with the statutory details an Indian practice keeps on hand.
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Engagement
Statutory, tax, GST and internal audits, each scoped and dated on its own.
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Allocation
Who is on what, visible to the partner without a phone call.
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Field work
Attendance, assignments and documents move through the native Android app.
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Timesheet
Hours logged against the engagement they were spent on, from wherever the work happened.
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Invoice
Billed from the work that was actually recorded, with what is outstanding visible without rebuilding it.
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Partner view
Deadline, ownership, progress and billing arrive as one present-tense picture.
The practice board
Every engagement, one board.
The same board a partner opens each morning: who owns what, when it is due and how far it has moved.
EngagementOwnerDueProgressBilled
Statutory audit
Meenakshi Metals
R. Subramanian
72%
Tax audit
Anand Auto Components
K. Priya
45%
GST audit
Sri Vaari Traders
M. Arjun
18%
Internal audit
Kaveri Textiles
S. Deepa
90%
Statutory audit
Coimbatore Pumps
R. Subramanian
30%
Illustrative practice data. No client engagement is shown.
From the field
The native Android app carries the same record.
Article assistants and audit staff spend the week at the client’s premises, not at a desk. The field workflow is not a smaller version of the desktop — it is where the record starts.
Native Android field app
09:15 · Field check-in
Handed off from the practice board
Statutory audit — Meenakshi Metals
Attendance marked · documents requested · timesheet started
Attendance
Marked at the client site, timestamped as it happens.
Assignments
The task list for the day, scoped to the engagement in hand.
Documents
Requested from the client and collected without a trip back to the office.
Updates
Progress posted from the field reaches the partner view the same day.
Illustrative field-app data. No client engagement is shown.
For the partner
One present-tense picture.
Every deadline, every owner, every share of progress and everything billed — read as of right now, not reconstructed for a Monday meeting.
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R. Subramanian
2 engagements
Due 30 Sep, 30 Nov
51%₹6.80 L billed
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K. Priya
1 engagement
Due 30 Sep
45%₹2.40 L billed
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M. Arjun
1 engagement
Due 31 Oct
18%₹1.25 L billed
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S. Deepa
1 engagement
Due 15 Nov
90%₹5.10 L billed
The other half
The engagement is the bridge.
Klok owns the client, the team and the deadline. Quantom owns the ledger and the finding. The same engagement identifier is what lets a partner move from one to the other without reconstructing the context.
A clearer practice
See the whole firm.
Half an hour, on your own engagements. See how client, engagement, field work and billing hold together as one system.