Interactive dashboard to track tasks, to-do, projects and new tax file uploads on a periodic basis
Drill-down to get specifics of each tracked item
Effortlessly navigate to a client dashboard to get more details
High-level overview of invoices raised / paid
Summary of new clients acquired
CtaAutomated tax-workflow with built-in review process
Intelligently detect client action to autogenerate tasks
Tasks segregate and grouped as per tax-filing year and status
Track overdue / pending tasks alongwith overall Engagement status
Track and manage individual / business tax filing
CtaCreate, assign and track projects and tasks to manage ad-hoc client work
Project Templates to manage recurring projects / tasks
Automated business service related projects / tasks to meet client commitments and deadlines
Track task percent completion that rolls upto project level automatically
Project specific doument portal for easy reference and convenience
CtaAnalytical summary of the entire practice, to help reach out instead of being reached out!
Track and prioritize tax filing status of every client segregated by tax year
Manage equitable workload distribution across employees
Drill down to get client details and easily navigate to a specific client dashboard
Actively follow-up with Employees / Client on pending items
Cta
Single-point of entry to all client details for all stakeholders
Integrated communication between clients and team member(s) assigned to client
Year-wise repository of all tax filing documents and returns
Personalized notes per stakeholder for a client
To-do items to keep everyone 'honest'
CtaManage client businesses and their tax filings
Track and managed 'value-added' business services, including book-keeping, payroll, sales tax filing and / or tax planning
Configurable frequency to manage these services through automated recurring projects
CtaIntegrated lead capture and tracking to closure
One-click to convert a lead to a customer
Schedule reminders for follow-up
Capture and track communication preferences and referral channels
Cta
Automated creation of task upon action (file upload) by client
Task creation for each tax year for personal as well as business tax filing
Built-in review process to prevent any act of omission
Auto-assignment of task status based on stakeholder action
CtaAility to create project templates with pre-defined tasks and task owners
Auto-trigger of projects and their tasks based on frequency of recurrence
CtaAuto-creation of projects and tasks related to periodic business services
Creation of tasks in advance to help planning and execution
CtaComplete paperless workflow with esignature integration
Safe and secure payment gateway for ease of Account Receivables
Integrate with your exiting google calendar for seamless time management
Cta
Track year-wise invoices raised, paid and outstanding AR
Drilldown to et detailed invoice \ payment information
CtaClients acquired, retained or lost segragated year-wise
Perform root-cause analysis for lost clients, consequently improve client satisfaction
CtaBreakup of Business services and types to help serve clients accordingly
Navigate to client-dashboard with a single click
CtaNotification and Alerts for Client messages, team messages and to-do items
Count of un-responded messages / items for each client
Cta
Integrate existing portal for seamless client experience
Retain your existing SEO ratings / rankings for existing client base
Create and use personal web-links on social media platform for leads and client signup
Whitelabel the product with your firm's logo
CtaCustomize and create your own practice website
Go digital on a platform with a modern technology backbone
CtaManage templates to facilitate standardized information exchage from client
Provide personalized-toolkit to client facilitating easy tax-filing
Cta
what our clients tell about us
Create world-class products to help businesses run efficiently, with ease.
Create world-class products to help businesses run efficiently, with ease.
1 Cent a day per client beyond that.
We want to be an enabler of your growth through our
state of the art, smart and intelligent digital platform.
So our pricing philosophy is simple -
Focus
Agility
(Nimbleness)
Customer
Delight
Efficiency
with excellence
Integrity
Transparency
Submit this form and
we will get in touch with you
