TaxAdda

TaxAdda is a practice and office management software designed for Chartered Accountants, Tax Practitioners, and Accounting Firms. According to the vendor, this software aims to streamline the daily operations of small to medium-sized accounting firms and tax practitioners. It offers features such as task management, client management, team collaboration, time tracking, and communication functionalities.

Key Features

Task Management: According to the vendor, TaxAdda allows users to efficiently create and manage tasks for GST and Income Tax returns for all clients. Users can assign tasks to team members, set due dates, and add comments. The software also provides filtering options and allows users to prioritize important tasks for easy identification.

GST Return Status: TaxAdda enables users to check the status of GST returns directly from GSTN servers. The vendor claims that a GST return task cannot be marked as completed until the status is confirmed from the GSTN servers. Users can enter the client's GSTIN to fetch all the necessary details from the GSTN server.

Team Management: The software allows users to add unlimited users as admin, managers, or employees. According to the vendor, users can assign different rights and permissions to each user based on their roles. Each user will have access only to the tasks allotted to them, facilitating efficient team collaboration.

Client Management: TaxAdda offers a comprehensive client management feature, acting as a CRM for chartered accountants. According to the vendor, this feature eliminates the hassle of maintaining client data in spreadsheets and enables easy access to client information whenever needed.

Time Tracking: According to the vendor, TaxAdda provides a time tracking feature that allows users to accurately track the time spent on tasks. Users can start and stop the timer for each task or manually enter the time worked. The software also enables users to generate detailed reports on the time worked by each user and the overall time spent on tasks for each client.

Communication: TaxAdda allows users to save templates for SMS, email, and WhatsApp messages, streamlining communication with clients. According to the vendor, users can send messages to clients with a single click, saving time and effort. The software also enables users to send bulk SMS, email, or WhatsApp messages to all or selected clients for efficient mass communication.

Recurring Task: TaxAdda offers an automated recurring task feature. According to the vendor, users can set the date for each task, and the software will create them automatically for each period. This feature aims to save time and ensure no tasks are missed. The system takes into account registration and cancellation dates for GST tasks, avoiding the creation of duplicate tasks.

Add Users: TaxAdda allows users to easily add team members to the system. According to the vendor, the software includes unlimited users in all plans. Users can assign admin or select specific rights for each user, ensuring proper access and collaboration within the team.