PF COMPLIANCE PARTNER
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myPF Software

myPF Software is India's dedicated platform for EPFO-exempted provident fund trusts, automating member ledgers, statutory filings, investment tracking, and annual returns for the 1,276 exempted trusts operating in the country. CrmLeaf refers customers who run their own exempted PF trust to myPF Software - a specialized compliance need that sits outside CrmLeaf's core HR and payroll module.

1,276

Exempted PF trusts in India

90%

Of compliance tasks automated

30 days

Typical deployment time

SOP 2023

Built for EPFO's current SOP

Who Actually Needs This.

This is a narrow, specific need - worth being upfront about who this partnership is (and isn't) for.

Runs its own exempted PF trust

Large employers approved by EPFO to manage their own provident fund trust - rather than routing contributions through the standard EPFO scheme - carry compliance obligations that standard payroll software doesn't cover.

Still managing PF on spreadsheets

Trusts tracking member ledgers, loan history, and investment norms manually face higher inspection risk and slower annual return filing - the exact gap myPF Software is built to close.

Needs EPFO SOP 2023 alignment

Regulatory updates land automatically through the platform's AMC, so a trust doesn't have to track SOP changes and re-map its own processes manually.

Not the right fit for most CrmLeaf customers

If your organization uses standard EPFO-managed PF (the vast majority of employers), this doesn't apply - CrmLeaf's own payroll module already handles standard PF/ESI/PT statutory processing.

What the Platform Covers.

Member ledgers & contributions

Auto-calculated monthly interest, full loan and settlement history per member, and direct contribution upload from payroll systems.

Statutory filings

ECR, Annual Return, PF Balance Sheet, and BRS report generation, with inspection-ready documentation available within 48 hours.

Investment tracking

Portfolio tracking against the EPFO 85%/15% investment norm, maturity alerts, and dashboards for the trust's investment committee.

Self-service & extra modules

A mobile-accessible employee self-service portal, plus optional gratuity and superannuation modules with full actuarial and defined-contribution tracking.

How Deployment Works.

On-premise, staged over roughly four weeks - not a same-day cloud signup.

1

Week 1

Data assessment and mapping against the trust's existing records.

2

Weeks 2–3

On-premise installation and migration of member and ledger data.

3

Week 4

On-site training for HR, finance, and IT teams before go-live.

4

Ongoing

Regulatory updates and EPFO SOP changes delivered through the AMC.

Published Pricing Tiers.

Shared for reference only - confirm current pricing directly with myPF Software before quoting a customer.

Starter - Trust Essentials

₹2.5L one-time

+ ₹50K/year AMC

Up to 500 members

Growth - Trust Professional

₹5L one-time

+ ₹1L/year AMC

Up to 2,000 members

Enterprise - Trust Command

Custom

Custom AMC

2,000+ members, multi-location

Why CrmLeaf Refers to myPF Software.

01

SCOPE FIT

Exempted-trust compliance is a deep, narrow regulatory domain - better served by a dedicated platform than by adding it as a shallow feature inside CrmLeaf's general payroll module.

02

REDUCED INSPECTION RISK

For the CrmLeaf customers this applies to, inspection-ready documentation and SOP 2023 alignment directly reduce a compliance risk CrmLeaf's own team can't address in-product.

03

ONE FEWER SPREADSHEET

Trusts still tracking member ledgers manually get a clear migration path, rather than being left to solve exempted-trust compliance on their own.

FAQ

Common Questions.

What CrmLeaf customers and partners ask about this relationship.

Feature, deployment, and pricing details on this page reflect publicly stated information on mypfsoftware.com at the time of writing and may change, including the trust count and pricing tiers. Confirm current details directly with myPF Software before quoting them to a customer.

See the rest of CrmLeaf's partner ecosystem.

myPF Software is one of four named partners CrmLeaf works with.