TaxAdda

Check summary of pending returns and all reports on dashboard. Add any number of users and give them rights you want. Check all details of a client on client page and check GST return status directly from GSTN server. Send sms and WhatsApp to individual client or in bulk. Filter clients on basis of return required to file and status and send targeted messages. You can Import all your clients in the application with csv file.

Price Basic $27 per year
Slogan Save Time & Efforts of your whole team and manage your tax practice in an efficient manner.
Company Name TaxAdda
Website www.taxadda.com/practice-management-software-for-ca-tax-professionals/
Listing categories Business Intelligence Software / Business Management Software / Business Performance Management

Software Key Features:

Create tasks for all clients in one go or for individual clients in few clicks. Application is smart enough to get whether a return is actually required to be filed or not. GST return tasks cannot be marked as completed unless confirmed from GSTN server. Mark priority task as star, comment on tasks, check activity of task, search in tasks. Get complete overview of tasks in overview page and filter on basis of status. Check summary of pending returns and all reports on dashboard. Add any number of users and give them rights you want. Check all details of a client on client page and check GST return status directly from GSTN server. Send sms and WhatsApp to individual client or in bulk. Filter clients on basis of return required to file and status and send targeted messages. You can Import all your clients in the application with csv file.