Finance, accounting & insurance sub-category
Tax consultant: problems, software & growth ideas
Filing-season rush overwhelms the office.
The problem, our solution, and one idea to grow
The problem
Filing-season rush overwhelms the office.
Training Trains solution
Online document upload and filing tracker.
Business idea
Low-cost online filing packages.
See it working: the tax consultant demo
The closest working demo for a tax consultant is our Tax consultant 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.