Chartered Account Collab is meant to serve financial chartered accountants to track and keep their clients updated on progress. This has been proven to be very useful in terms of valuer added and time especially during busy tax season. The interface is very intuitive for the end customer to be able to book an appointment in real time and upload the required documents as well as walk through the different stages starting with initial review to final completion. The CRM engine within the module provides analytics in great detail and help understand the big picture. Payment integration is available within for fast easy and secure payments using a wide range of methods.
Best CRM
Easy Service Booking
Organize Documents and Manage
Analytics
SMS payment Gateway Intergration
Track Payment