Interactive dashboard to track tasks, to-do, et al periodically
Drill-down to get specifics of each tracked item
Effortlessly navigate to client dashboard
High-level overview of invoices raised / paid
Summary of new clients acquired
Get StartedAutomated tax-workflow with built-in review process
Intelligently detect client action to autogenerate tasks
Tasks segregated as per tax-filing year and status
Track overdue / pending tasks alongwith overall Engagement status
Track and manage individual / business tax filing
Get StartedCreate, assign and track projects and tasks to manage ad-hoc work
Project Templates to manage recurring projects / tasks
Automated business related projects / tasks to meet client commitments on time
Track task percent completion that rolls upto project level
Project specific document portal for easy reference
Get StartedAnalytical summary, to help reach out instead of being reached out!
Track and prioritize tax filing status of clients by tax year
Manage equitable workload distribution across employees
Drill down to get client details and navigate to client dashboard
Actively follow-up with Employees / Client on pending items
Get Started
Quick Action Links to help in easy navigation
Dashboard summarizing Active Engagements, To-do items and alerts
Centralized communication between clients and the tax office
Year-wise repository of all tax filing documents and returns
Many additional features including organizer, invoices and projects
Get StartedSingle-point of entry to all client details for all stakeholders
Integrated communication between clients and team member(s)
Year-wise repository of all tax filing documents and returns
Personalized notes per stakeholder for a client
To-do items to keep everyone 'honest'
Get StartedManage client businesses and their tax filings
Track and managed 'value-added' business services
Configurable frequency to manage services via automated recurring projects
Get Started
Automated creation of task upon action (file upload) by client
Task creation for each tax year for personal / business tax filing
Built-in review process to prevent any act of omission
Auto-assignment of task status based on stakeholder action
Get StartedAbility to create project templates with pre-defined tasks and owners
Auto-trigger of projects and their tasks based on recurrence frequency
Auto-creation of projects and tasks related to periodic business services
Creation of tasks in advance to help planning and execution
Get StartedComplete paperless workflow with esignature integration
Safe and secure payment gateway for ease of Account Receivables
Appointments for effective time management powered by Google Calendar
Get Started
Track year-wise invoices raised, paid and outstanding AR
Drilldown to et detailed invoice \ payment information
Get StartedClients acquisition / retention analytics bifurcated year-wise
Perform root-cause analysis for lost clients
Get StartedBreakup of Business services and types to serve clients appropriately
Navigate to client-dashboard with a single click
Get StartedNotification and Alerts for client messages, team messages and to-do items
Count of un-responded messages / items for each client
Get Started
Integrate existing portal for best-in-class client experience
Retain your existing SEO ratings / rankings for existing client base
Use personal web-links on social media platform for marketing
Whitelabel the product with your firm's logo
Get StartedCustomize and create your own practice website
Go digital on a platform with a modern technology backbone
Manage templates to standardize information exchage from client
Provide personalized-toolkit facilitating easy tax-filing
Integrated 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
Get Started
Focus
Agility
(Nimbleness)
Customer
Delight
Efficiency
with excellence
Integrity
Transparency
Submit this form and
we will get in touch with you
