Increase your Tax Practice by improving your processes
Try it for free
Practice & Office Management Software for
Chartered Accountants & Tax Practitioners
Online Application
Managing GST Tasks becomes more complex after QRMP Scheme.
We will fetch from GSTN servers, whether quarterly or monthly is selected for each quarter for each GSTIN and create tasks accordingly.
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See Video to Know about Main Features
(2 min 57 sec)
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Getting Started is Easy
01
Import Clients
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.
02
Recurring Task
03
Add users
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.
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.
Awarded Trending Software For CA & Tax Practitioners
Benefits
Insights
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.
Employee Efficiency
Proper task allocation, marking of important tasks as start will lead to increased efficiency of your whole team.
Normally, the admin communicates all tasks personally or via skype, whatsapp etc. But it waste time and remain more dependent on human memory.
With TaxAdda PMS, you can allocate tasks easily with comments. When team members completed their part, they can allocate to your back or to another team member. Each relevant team member gets a notification at each stage.
This increased productivity for your CA firm.
Secured
TaxAdda PMS is secured with 256 bits encryption. We use highly secured Amazon Aws servers only.
Automatic backups of databases are taken daily on secured cloud servers.
Mobile
TaxAdda PMS has mobile friendly design.
You can use it on your smartphone. But we recommend to use it on computer for best performance.
CA Office Automation
You will have the complete list of pending task. All the information related to the pending task will also be available.
A user will also be able to check all tasks pending on him. Marking the task as star will let users know which are priority tasks.
TaxAdda PMS is the best CA automation tool available in market. Compare it with any other similar software such as Cordl CA practice management software, Mytask, papilio, Jamku, CA Dashboard and you will find TaxAdda PMS to be most simple and practical application.
We tries to follow the concepts specified in office management manual issued by ICAI.
GST and IT Login Tool
You need to login in GST and Income tax portals in client’s account multiple times even if you are using GST and IT softwares.
Copy/pasting username and password each time is a tedious task. Install our chrome or firefox extension and it will work like browsers save passwords. You will need to select client name only and username/password will be autofilled. Also any change or addition will be synced among computers of all team members.
Activity
You can check activity of each task. Which user has changed status, changed due date, add comment etc and also time of such activity.
So, each user is accountable for the work done by him.
TaxAdda PMS is considered the best office management software for CA.
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.
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.
Sourabh Agarwal
Partner, Sourabh Agarwal & Associates
Increase your Tax Practice by improving your processes
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