Industry app - CA firms & consultants
AdvisorMatrix
Client compliance calendar, engagements, documents and billing
Client compliance calendar, engagements, documents and billing
From ₹299 per month (GST extra), 30-day free trial. Also included in packages.
What it does today
- Client master with PAN, GSTIN, TAN, CIN and the services each client takes
- Compliance calendar: GSTR-1, GSTR-3B, TDS, advance tax, ITR, ROC tasks with statutory due dates
- One click creates the month's returns for every client that takes the service
- Work board with filing status, ARN / acknowledgement numbers and filed dates
- Document requests and storage per client
- Professional fee invoices with 18% GST