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.