TaxAdda PMS Review: Today, we are going to review a famous application for CAs and tax practitioners i.e. TaxAdda PMS a cloud based application for managing tax practice.Tax professionals use GST and Income tax software for preparing and filing returns. But there is also a need for them to track their day to day tasks, communicate with clients, managing the employees/articles.
- Ease of Use
FeaturesTaxAdda PMS has following features
Check Status from GSTN serverTaxAdda PMS has a very special feature for GST returns. Often times it happens that a person marks wrong return as completed in excel sheet. For example: A person files return of Abhishek Singh of GSTR-3B for March 20 but it mistakenly completes GSTR-3B task of Abhishek Singhania, while GSTR-3B of Abhishek Singhania is still pending.
Bulk SMS/WhatsappYou can send sms or whatsapp messages in bulk. What I liked most is that you can first filter clients on basis of task required to file or not and then further filter on basis of stats and tags and then send specific messages to such clients. In this case, you didn’t need to use lines in messages like “Ignore if already paid” or “ignore if already filed”.
- You can add a user as an admin, as a manager or as an employee.
- Admin has all the rights while rights can be individually selected for manager and employee.
- I liked that the admin has option to choose rights at granular level for each user. He can choose whether an employee have right to create task or not, can he send sms/whatsapp or not etc.
- It has other features of reports, dashboard, overview page, receipts/payments and also adding new features on monthly basis.