Finance, accounting & insurance sub-category
Chartered accountant: problems, software & growth ideas
GST, TDS and ROC dates across clients are missed.
The problem, our solution, and one idea to grow
The problem
GST, TDS and ROC dates across clients are missed.
Training Trains solution
Compliance calendar per client with reminders.
Business idea
Virtual CFO service for SMEs.
See it working: the chartered accountant demo
The closest working demo for a chartered accountant is our Chartered accountant demo. It is free, needs no signup, and has 17 connected screens:
- Dashboard
- Clients
- Service Requests
- Service request Board
- Advisors
- Billing
- Leads Pipeline
- Schedule
- Stock & Supplies
- Staff & Payroll
- Customer Feedback
- App Preview (Android & iOS)
- Filings & Deadlines
- Compliance Calendar
- Activity Log
- Reports
- User Flow
Pre-loaded sample price list: Financial Planning Session, Tax Consultation, GST Return Filing, Income Tax Return, Statutory Audit - you replace these with your own.