Live software demo
Tax Consultant & CA Firm Software demo
Track returns and filings for every client and never miss a due date. This is a working application with 10 connected screens: Dashboard, Clients, Engagements, Service request Board, Filings, Compliance Calendar, Advisors, Billing and 2 more.
Demo URL: demo.trainingtrains.com/demo/software/tax-consultant-firm
Dashboard
Live overview of Sharma & Associates. Every figure updates as you add or change records in the other screens.
Service requests needing attention
- SER-1003 - Daniel PatelReceived
- SER-1005 - Daniel PatelDocuments pending
- SER-1006 - Carlos KapoorDocuments pending
- SER-1007 - Carlos ThomasDocuments pending
- SER-1008 - Anita TaylorReceived
- SER-1010 - Priya JoshiReceived
Recent activity
- Carlos Kapoor - Service request SER-1001 is completed2 min ago
- Liam Wilson - Service request SER-1002 is cancelled14 min ago
- Daniel Patel - Service request SER-1003 is received38 min ago
- Emily Lee - Service request SER-1004 is in progress1 hr ago
- Daniel Patel - Service request SER-1005 is documents pending2 hrs ago
- Carlos Kapoor - Service request SER-1006 is documents pendingYesterday
What this software does
A tax-firm system: client records, work board, filings and due-date calendar, staff, billing and feedback.
- Client records
- Work board by stage
- Filings with due dates
- Due-date calendar
- Fee billing
Business problems this software solves
Problem
Due dates are missed.
Training Trains solution
The filings calendar shows what is due.
Problem
Documents are chased repeatedly.
Training Trains solution
Each filing shows what is pending.
Problem
Fees are billed late.
Training Trains solution
Billing raises invoices per engagement.
Used by businesses like
All names, prices and figures are sample data. Anything you add stays in your own browser - nothing is sent to us. The real system is built around your business.
Frequently asked questions
What does the Tax Consultant & CA Firm Software demo include?
A working application with 10 connected screens: Dashboard, Clients, Engagements, Service request Board, Filings, Compliance Calendar and 4 more. Everything is interactive and uses sample data.
Is the data in the demo real?
No. All names, prices and figures are sample data. Anything you enter stays in your own browser and is never sent to us.
Do I need to sign up to try it?
No sign-up and nothing to install. Open the demo and use it right away.
Can Tax Consultant & CA Firm Software be customised for my business?
Yes. We tailor the screens, fields and reports to how you work and launch it on your own domain.
Want Tax Consultant & CA Firm Software for your business?
We tailor the screens, fields and reports to how you work, and launch it on your own domain.
Discuss This On WhatsAppOr send us the details directly: