All CA firms measure their growth with number of clients, number of tasks they are doing, number of team members, or the amount of revenue they are making. Beyond these tangible parameters lies something more important. Most firms believe the sign of true success is a satisfied client. Having an increasing list of satisfied clients
Your organization is sure to have tons of client files and information. These are maintained with different team members and in different places. It consumes a lot of your work-time to find a file or information from that huge pile. Keeping all these files organized and in sync with your team is one of the
Over 70% of the work time in a CA firm is being spent on things that are not the actual work. This includes a lot of things from finding a piece of information to a team meeting just for status updates. These works are not helping in increasing your profitability, serving your clients, or helping
Tax-firms have to battle with time every day. Every work they do is always extremely time-sensitive. The better your team manages their time, the more successful you become. But over 70% of your time is generally spent on managing and organizing work than actual work. This includes everything from answering emails, finding and tracking down
A Tax firm’s requirements for a work management tool are very different from those of other organizations. What you need is something more than a generic work management tool that not only tells you what to do but also keeps the context of the work at every step. Such a tool would enable a firm
Powerful work management tool.
Get in touch with us to get exclusive offers.
Copyright © Unpaper. All Rights Reserved