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Resources for CA Firms, so they can focus on what matters.  

Supercharge your Firm’s with ready to use and clear processes for Client Management, Service Management, Team Management, Infrastructure Management etc.

Client Services Management  


Complete List of Services

Gain clarity about services you can offer to client on different stages of their business lifecycle.

Discuss issues

Discuss issues you are facing with peer members on each service through comments

Contribute to community

Become contributor about product or service ideas and gain recognition

Staging Area

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Client Management


Better Experience

Complete List of Processes from prospecting to onboarding to annual review to Client Deletion

Discuss issues & Best practices

Discuss issues faced by your firm or best practices on each processes to make it better for the future

Suggest Processes

Want to contribute to repository of client management process, reach us and we will authorise you for the same

Team Management


Better Team

Offer better experience to team members through recruiting processes, onboarding processes, training processes and shorten the time gap till the become contributing

Discuss issues and suggestions

Discuss the issues faced by your firm on each process of team management and share best practices as well.

Suggest new process

You can request new process or contribute to repository with your processes about team management.

Staging Area

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