Client 360° Management

The ultimate CRM built for Chartered Accountants.

Key Capabilities

✓ Unified Database: Store PAN, GSTIN, TAN, and DSC details in one secure record.
✓ Document Vault: Secure cloud storage for client documents, accessible by both staff and clients.
✓ Engagement History: Track every service requested, task completed, and invoice sent.
✓ Communication Log: Centralize email and WhatsApp communications per client.