You may miss out on a deadline or a case hearing date across one or two clients, given your multiple clientele- sometimes it's difficult to track emails, spreadsheets, and reminders manually, especially if your team is already stretched thin across various tasks.
Building a client’s profile takes hours each time because ITR/26AS/AIS details, along with case status, are separated across various portals, chats, and folders, taking twice as much time as usual.
If your team uses different formats for notice response drafting, then it creates a compliance risk and quality issues. Without any standard formats and templates, partner review takes twice as long as the normal timeline.
Track all proceedings and year-wise IR/26AS/AIS and related cases in just one profile- view a complete picture before any meeting.
Get your own personalized dashboard for income tax/TDS/GST notices- multiple clients- various types under one view.
Access to global templates with your own formats plus AI suggestions- consistent task flow across your entire team.
Connect your dashboard with tasks, calendar, billing, and invoicing reports for each and every client.
Full client profile with IRR, AIS, 26AS, and cases
Track notices, hearing deadlines, and more under one view
Use AI suggestions with your facts and annexures
SLA escalations, ageing reports, and retainer status