Get the Complete PDF Guide
Read the PDF guide to know everything about starting to use TaxAdda Practice Management Software. Know about each and every function which you can use to save time and efforts.
Efficient Task Management
for Your whole Team
Much Better than Excel for Managing Tasks
Smart Task Creator
Create return task for all clients in one go.
System also considers registration date and cancellation date while creating task. For example: if a GSTIN is registered on 5th July 2020 and you are creating GSTR-3B task for June 2020 then such client will be ignored automatically.
Manage Task
You can mark important task as star or change status or due date. You can also add comments.
You can allocate task to one or more users.
You can also search on basis of status, return type (GSTR-1, GSTR-3B etc.), due date, users, star, period, date of adding task etc.
Return Task Overview Page
Page where all tasks are listed shown similarly to your excel sheet.
But unlike excel, you can change status, allot users, check activity, filter and much more.
Connected with GSTN
TaxAdda PMS has a very special feature for GST returns.
When a user tries to mark a GST return task as completed then system checks the status of such return from GSTN and marks it as completed only afterwards. We use GSTN authorized APIs, so data is always correct and up to date.
You can check the return filing date by taking mouse to the completed status.
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.
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 good and they are adding new useful features every month.
Sourabh Agarwal
Partner, Sourabh Agarwal & Associates
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