This tool is specially made for CPA firms to manage their staff tasks and meet the client delivery on time. This tool has 2 interfaces, 1 for the Staff and 1 for the clients to engage with staff about their accounting work, Taxation IT returns work and also they can securely upload the files. Each task has categories and statuses. Inbuilt reminders, auto-scheduled recurring jobs a lot more. A Firm owner can see the progress over a dynamic Dashboard and reports.
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