TaxAdda PMS

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What is TaxAdda PMS?

TaxAdda PMS is a software designed specifically for tax professionals. With its user-friendly interface features, TaxAdda PMS streamlines the tax preparation process and helps professionals manage their clients' accounts efficiently. Say goodbye to tedious paperwork and hello to a more organized is a tax practice with TaxAdda PMS.

Key Features of TaxAdda PMS

  • CRM
  • Todo lists
  • Scheduling
  • Repeating tasks and task templates
  • Employee Management
  • Checklists
  • Tasks and Milestones
  • Task Management
  • Client Management

TaxAdda PMS Pricing

Free
₹ 0 Per Year
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Basic
₹ 1999 Per Year
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Premium
₹ 3999 Per Year
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Enterprise
₹ 6999 Per Year
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TaxAdda PMS Specifications

Software Accessible: Cloud Based
Run On Mobile Browser: Yes
Offers Free Trial: Yes
Payment Options: Yearly
Life Time Free Plan: No
APIs Available: No
Customization Possible: No
Device Support: Mobile Support, Web App
Mobile Platforms: Yes
Available Support: Email, Live Support, Tickets
Desktop Platforms: No
Languages Available: English
Company Details
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Company Name TaxAdda Private Limited
Company Website Visit Website
TaxAdda PMS Description

Efficient task management made easy with our software. Easily create tasks for multiple clients or individual clients with just a few clicks. The software is also equipped with intelligent technology that determines if a return needs to be filed or not. Our application ensures accuracy by only allowing GST return tasks to be marked as completed once confirmed by the GSTN server. Stay organized by highlighting priority tasks, adding comments, checking task activity, and searching for specific tasks. Get a comprehensive overview of all tasks on the overview page and filter them based on their status. Stay on top of all your pending returns and access all reports on the dashboard. Add as many users as you need and customize their rights accordingly. Easily access all client information on the client page and check their GST return status directly from the GSTN server. Communicate with clients effortlessly by sending SMS or WhatsApp messages individually or in bulk. Target particular groups of clients by filtering them based on their return requirements and status. You can easily import all your clients into the application using a CSV file.

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TaxAdda PMS FAQ's

The top 5 features of TaxAdda PMS include:

  1. CRM
  2. Todo lists
  3. Scheduling
  4. Repeating tasks and task templates
  5. Employee Management

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

TaxAdda PMS is compatible with multiple platforms, No, IOS , Android

The top three competitors of TaxAdda PMS are TDSMAN, Saral TaxOffice and Inspirria Indian Taxation. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Yes, TaxAdda PMS offers a trial option, allowing you to test its features and functionality before committing. This trial access helps you assess how well the software meets your specific needs and ensures it’s a good fit for your business.

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