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Import all clients in one go
For GST clients, only enter GSTIN and all GST details will be fetched from GSTN servers.
Also, whether a client is filing quarterly or monthly will be fetched and updated automatically each quarter.
Set Tasks on Auto-Pilot
Set the date for each task and tasks will be created automatically for each period.
System is start enough that it will not create duplicate tasks. It also considers registration date and cancellation date for GST tasks.
Include all your team
Add your team members. Unlimited users are included in all plans.
Give them admin rights or select rights which you want to give to each user.
Create tasks for GST & Income Tax returns for all clients in one go. Allot tasks to team members, star important task, set due date, add comments, filter task and more.
See GST Return status directly from GSTN servers. A GST return task cannot be mark as completed till we confirm it’s status from GSTN servers. Enter GSTIN of client and we will fetch all details of client from GSTN server.
Add unlimited users as admin, manager or employee. Choose each right which you want to give to each user. Every user will see only tasks alloted to him and know on which task he/she has to work.
You can either start and stop time for a task or you can enter time manually. Get reports for time worked by a user and also time worked for a client.
Save templates for SMS, email and whatsapp and send messages on click of a button. You can send bulk SMS/Email/Whatsapp to all or selected clients.
A CA in practice is always burdened with hundreds of tasks. You can remain aware of what is running in your firm, what is coming next and what is overdue with this application.
The intuitive dashboard show all tasks pending on your firm along with their status. Change mode to View as user and then it shows only those tasks which are pending on you personally.
Manage your tax practice in an efficient manner.