• Any Individual who is practicing Chartered Accounts can use this to maintain his daily activities and the client data at one place
• Any firm with one or more employees practicing Chartered Accounts can use this software to maintain their clients’ and the employee’s activities
• Any Tax Consulting Firm or an Individual can use this software

Government Filing Due-date Calendar:

• Pre-populated Government Due Dates
• Automatically copies tax filing due dates to each client
• Allows you to enter your planned target dates for filing

Client Due-date Calendar:

• Pre-populated Applicable law list
• Maintains calendar for tax filing and other government due dates
• Also maintains due date calendar for project reviews, auditing, tribunals, etc

Dashboard:

• Displays pending, current and future activities for each user
• Allows you to update the completion date as well as acknowledgement received date
• Allows the user to assign and re-assign work to other users

Security:

• Each user will have a login and password
• Allows/Restricts a user on screen viewing/updating/deleting
• Allows/restricts a user to view other users reports

Reports:

• Generates due date, pending activity and completed activity reports
• Reports are generated client-wise, user-wise, activity group-wise

Reminders:

• Send regular mails to all your clients
• Yellow background for days, reminds you of days falling on holidays

Statutory / Project filing obligations

• Helps you avoid missing filing due dates
• Creates automatic filing due date calendar
• Maintains Government as well as user specific due date calendar
• New applicable laws can be added at any time in a financial year

Resource Management

• Each user will have a user id and password
• Manager can assign and view his subordinates work
• Activities can be assigned/sub-assigned to managers/employees

Reports and Reminders

• Can send reminder e-mails to clients in bulk
• Can view pending/current/future activities on one screen
• Powerful outstanding/completed activity reports are included
• Alerts on holidays are given when target/due dates are defined

MS-Excel Compatibility

• Look and feel of Microsoft Excel
• Import data from Microsoft Excel
• Download data/report to Microsoft Excel

Other Benefits

• Extremely cost effective
• Highly user friendly screens
• Advanced filtering option is available
• Privileged to see the report before printing