Practice & Office Management Software for
Chartered Accountants & Tax Practitioners

Online Application

Save Time & Efforts of your whole team and manage your tax practice in an efficient manner.
Leave all hassles of Excel and Google Sheets.

Try all Features with demo data

Free 30 Days Trial

See Video to Know about Main Features

(2 min 57 sec)

Know about functionalities in detail – Click here

Features

Task Management

Be In Control of Tasks

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.

GST Return Status

GST Return Status from GSTN Servers

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.

Team Management

Increase Team Output

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.

Client Management

Staggered Data? Not Now

Keep all your client’s details in one place. Leave hassles  of  excel and maintain data smartly. Works as a CRM for chartered accountants.

Time tracking

Track Where Time is Used

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.

Communication

Send SMS/Email/Whatsapp

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. 

Benefits

What Our Users Say

At first, I was in hesitation whether giving time to add clients and learning this application will be fruitful or not. Learning this application is not more than half hour work and it is saving me a lot of time and efforts every single day. Most practical application I have seen in market. Best Ca office management software for Indian CAs.
task management software for ca
CA Piyush Somani
Partner, Somani and Associates
I was using excel sheets to maintain tasks and used to think that it is best for my use. After using this application for just 1 month, I can say that excel and reminder apps are not at all suitable for managing CA firm. The support is also very fast. I have taken trial of more than 5 softwares and can say confidently that this is the best tax practice management software.
client management for chartered accountants
Sourabh Agarwal
Partner, Sourabh Agarwal & Associates

Pricing

Free Forever

0
  • 25 GST Clients
  • 50 Non-GST Clients
  • All Features
  • Unlimited Users
  • Chat & Email Support

Basic

1999
/year
  • 100 GST Clients
  • 300 Non-GST Clients
  • All Features
  • Unlimited Users
  • Priority Email & Chat Support

Premium

3999
/year
  • 250 GST Clients
  • 600 Non-GST Clients
  • All Features
  • Unlimited Users
  • Priority Email & Chat Support

Enterprise

6999
/year
  • 500 GST Clients
  • Unlimited Non-GST Clients
  • All Features
  • Unlimited Users
  • Priority Email & Chat Support

GST @ 18% extra

SMS Pricing – 20 paise/sms (including GST)

Pricing FAQ

Yes, you can upgrade your plan at any time. You have to pay the price of upgraded plan less credits calculated on basis of days the existing plan is used.

For example: your new plan is for Rs. 4000 and you had used your old plan of Rs. 2000 for three months. So you will get credit of Rs. 2000 *9/12 = 1500. So you have to pay Rs. 2500 and your plan will be valid for 1 year from date of updation.

The pricing is NOT per user basis. You can add unlimited users in an account without any extra charges.

Our pricing is solely depend on GST & Income Tax clients.

We provide a Free unlimited usage with clients limit. Please purchase after taking a trial. We do not offer refunds after purchase of subscriptions.

If you choose not to renew your subscription, please download all your data before expiry of your plan. You will not be able to access account after expiry of plan. If your plan has already been expired and you had not exported data then mail us at pms@taxadda.com and we will activate your account for three days.

We allowed one downgrade in one year of your subscription. Mail us at pms@taxadda.com for downgrade your subscription plan.

No, inactive clients are not counted as clients for pricing. You can make clients inactive which are no longer taking your services.

SUBMIT YOUR QUERY

Upgrade to paid query in Rs. 499 and get answer within 24 hours

NOTE - You may get answer to free queries within 30 working days
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