TaxAdda PMS

Sold by : TaxAdda Private Limited

What is TaxAdda PMS?

TaxAdda PMS - the ultimate practice management solution designed for CA and tax practitioners. With its user-friendly interface, organizing and managing your practice becomes effortless. Track time, send SMS and WhatsApp messages seamlessly. Optimize productivity and streamline your practice with TaxAdda PMS.

TaxAdda PMS Pricing

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Company Details

Company Name : TaxAdda Private Limited
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Key Features of TaxAdda PMS

  • Client Management
  • Task Management
  • Document Management
  • Time Tracking
  • Billing And Invoicing
  • Expense Tracking
  • Project Management
  • Workflow Automation
  • Calendar Integration
  • Email Integration
  • Reporting And Analytics
  • User Permissions
  • Client Portal
  • Notifications And Alerts
  • Mobile Access
  • Customizable Templates
  • Data Security
  • Third Party Integrations
  • Audit Trail
  • Support And Training
  • Show More

Specifications

Run On Mobile Browser : Yes
Available Support : Email,Live Support,Tickets
Languages Available : English

Description

TaxAdda PMS, the solution for managing tasks and clients effortlessly. With just a few clicks, add tasks for multiple clients or individual clients simultaneously. Our intelligent software determines if a return needs to be filed, saving you time and effort. Streamline your GST return process with our feature that verifies returns from the GSTN server before marking them as completed. Mark important tasks with stars, leave comments, and track activity to stay organized. Easily search through tasks for quick access. Gain a comprehensive view of all tasks on the overview page and filter them by status. Stay on top of pending returns and access all reports with ease on our dashboard. Have an unlimited number of users with customizable rights. View all client details on the client page and check GST return status directly from the GSTN server. Communicate with clients through SMS or WhatsApp, individually or in bulk. Target specific client groups by filtering them based on return requirements and status. Effortlessly import all your clients using a CSV file. Say goodbye to tedious manual entries. Experience the convenience and efficiency of TaxAdda PMS - your go-to software for managing tasks and clients.
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TaxAdda PMS FAQ's

The top 5 features of TaxAdda PMS include:

  • Client Management
  • Task Management
  • Document Management
  • Time Tracking
  • Billing And Invoicing

TaxAdda PMS supports a variety of platforms including: Email, Live Support, Tickets.

TaxAdda PMS serves a wide range of businesses including SMBs, Enterprises.

The top three competitors of TaxAdda PMS are Aghreni Mobille Tracker, OMS18 and Slottr. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

TaxAdda PMS is available exclusively in English, providing a streamlined experience for English-speaking users.

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