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.
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.
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.
TaxAdda PMS has mobile friendly design.
You can use it on your smartphone. But we recommend to use it on computer for best performance.
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.
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.
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.
