What is TaxAdda PMS?

TaxAdda Practice management software is created specifically for CA and tax practitioner to manage their practice effectively and effortlessly. Users can also track time, send sms and whatsapp messages.

Pricing

TaxAdda PMS Starting Price

$ 0/Per Year

Awards
TaxAdda PMS Award

Our Awards and Recognition

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TaxAdda PMS Screenshots

Key Features of TaxAdda PMS

Here are the powerful features that make TaxAdda PMS stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • quotes
  • Auto Birthday/Anniversary wishes
  • Call Center
  • Checklists
  • Client Management
  • Company news and alerts
  • Company structure
  • Conferencing
  • Create Subtasks
  • CRM
  • Document Management
  • Email Marketing
  • Employee Directory
  • Employee Management
  • Employee polling
  • Employee Profile
  • External users
  • File Sharing
  • Gantt Charts
  • Instant Message Delivery
  • Invoices
  • Knowledge Management
  • Planning
  • Product Catalog
  • Project Management
  • Repeating tasks and task templates
  • Request and approval workflows
  • Sales reporting
  • Scheduling
  • Task management
  • Tasks and Milestones
  • Todo lists
  • Workgroups & Projects
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  • Approval Process Control
  • Approval Workflow
  • Billing & Invoicing
  • Calendar Management
  • Case Management
  • Claims Management
  • Client Management
  • Client Portal
  • Contact Management
  • Contract Management
  • Document Management
  • Due date tracking
  • E-Prescribing
  • Email Management
  • EMR / EHR
  • For CPA Firms
  • HIPAA Compliant
  • Insurance Eligibility Verification
  • Inventory Management
  • Multi-Office
  • Multi-Physician
  • Patient Billing
  • Patient Portal
  • Patient Records
  • Patient Registration
  • Patient Scheduling
  • Physician Scheduling
  • Project Management
  • Scenario Planning
  • Staff Management
  • Task Management
  • Tax Filing
  • Time Tracking
  • Workflow Management
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  • 1099 Form Preparation
  • Audit Reports
  • Audit Support
  • Balance Sheet
  • Business Expenses Reporting
  • Capital gains and losses calculation
  • Charitable Donations Tracking
  • Customer Support
  • Dependents and Family Credits Support
  • E-filing Option
  • e-Filing Tools
  • Education Expenses Reporting
  • Estimated Tax Payment Calculation
  • Filing Assistance
  • Foreign income reporting
  • Form Preparation
  • Health Savings Account (HSA) Reporting
  • Homeownership Deductions Support
  • Income tax
  • Income Tax Refund Tracking
  • Investment income reporting
  • Itemized Deductions Assistance
  • MIS Reports
  • Prior Year Tax Return Import
  • Rental Property Income Reporting
  • Retirement Account Reporting
  • Schedule C (Self-Employment) Support
  • State Tax Filing
  • Tax Bracket Calculation
  • TAX Calculation
  • Tax Credits Identification
  • Tax Deduction Suggestions
  • Tax Extension Support
  • Tax Law Updates
  • Tax Planning Tools
  • Trial Balance
  • W-2 Import
Show More

TaxAdda PMS Pricing

Here are the pricing plans for TaxAdda PMS. Choose the plan that best fits your requirements and budget. Get Detailed TaxAdda PMS pricing as per your requirements.

Free
$ 0
Per Year
  • 25 GST Clients & 50 IT Clients
  • All Features
  • Unlimited Users
Get Pricing
Basic
$ 28
Per Year
  • 100 GST & 300 IT Clients
  • All Features
  • Unlimited Users
Get Pricing
Premium
$ 56
Per Year
  • 250 GST & 600 IT Clients
  • All Features
  • Unlimited Users
Get Pricing
Enterprise
$ 97
Per Year
  • 500 GST & Unlimited IT Clients
  • All Features
  • Unlimited Users
Get Pricing

TaxAdda PMS Specifications

Get a closer look at the technical specifications and system requirements for TaxAdda PMS. Find out if it's compatible with your operating system and other software.

Deployment :
Cloud Based
Subscription Plan :
Yearly
Accessibility :
Mobile Support
Desktop Platforms :
Web app
Language Support :
English
Business :
SMBs
Enterprises
Available Support :
Email
Live Support
Tickets
TaxAdda PMS Categories on SoftwareSuggest :
Company Details :
Company Name : TaxAdda Private Limited
Website : Visit Website

TaxAdda PMS Description

Here's the comprehensive description of TaxAdda PMS. Gain a brief understanding of its unique features and exceptional benefits.

Create tasks for all clients in one go or for individual clients in few clicks. Application is smart enough to get whether a return is actually required to be filed or not. GST return tasks cannot be marked as completed unless confirmed from GSTN server. Mark priority task as star, comment on tasks, check activity of task, search in tasks. Get complete overview of tasks in overview page and filter on basis of status.

Check summary of pending returns and all reports on dashboard. Add any number of users and give them rights you want. Check all details of a client on client page and check GST return status directly from GSTN server. Send sms and WhatsApp to individual client or in bulk. Filter clients on basis of return required to file and status and send targeted messages. You can Import all your clients in the application with csv file.

TaxAdda PMS Resources

TaxAdda PMS Brochures Download Brochure

Overall TaxAdda PMS Reviews

Thinking about using TaxAdda PMS? Check out verified user reviews & ratings based on TaxAdda PMS's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

5/5

Based on 2 Reviews

Write a Review Or
Ask a question
Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Likelihood to recommend Likelihood to recommend 0%

Likelihood to recommend

Out of 100%

TaxAdda PMS Pros and Cons

"Reasonable Pricing Good features Practical Good support"

"Not found any significatn cons. They are adding some lacking features."

"Not found any significatn cons. They are adding some lacking features."

2 TaxAdda PMS Reviews

Hear directly from customers who have used TaxAdda PMS. Read their experiences, feedback, and ratings to gain valuable insights into how this software has benefited their businesses.

AbhishekS.

Used the software for : 2+ years

Company Size :51-200 employee

5.0

Sep 08, 2020

Practical application with reasonable pricing

What I liked most about this application is that it is very practical for a practising CA like me. We can create tasks in bulk and send sms/whatsapp/email in bulk. It is a new application and lacks some features but they are adding new features regularly.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

TaxAdda PMS Mobile App Experience

1 2 3 4 5 6 7 8 9 10

TaxAdda PMS After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about TaxAdda PMS?

Reasonable Pricing Good features Practical Good support

What do you dislike about TaxAdda PMS?

Not found any significatn cons. They are adding some lacking features.

Do you think TaxAdda PMS delivers value for the money spent?

Yes

Are you satisfied with TaxAdda PMS features?

Yes

Did implimentation of TaxAdda PMS was easy?

Yes

What features is TaxAdda PMS currently missing?

Checklist

What other products like TaxAdda PMS have you used or evaluated?

Mytask, Jamku

How TaxAdda PMS is better/different from its competitors?

Gives less features but easy interface and practical.

abhishek

Used the software for : 2+ years

Company Size :51-200 employee

5.0

Sep 07, 2020

Practical application with reasonable pricing

What I liked most about this application is that it is very practical for a practising CA like me. We can create tasks in bulk and send sms/whatsapp/email in bulk. It is a new application and lacks some features but they are adding new features regularly.

Feature Feature 5

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

TaxAdda PMS Mobile App Experience

1 2 3 4 5 6 7 8 9 10

TaxAdda PMS After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about TaxAdda PMS?

Reasonable Pricing Good features Practical Good support

What do you dislike about TaxAdda PMS?

Not found any significatn cons. They are adding some lacking features.

Do you think TaxAdda PMS delivers value for the money spent?

Yes

Are you satisfied with TaxAdda PMS features?

Yes

Did implimentation of TaxAdda PMS was easy?

Yes

What features is TaxAdda PMS currently missing?

Checklist

What other products like TaxAdda PMS have you used or evaluated?

Mytask, Jamku

How TaxAdda PMS is better/different from its competitors?

Mytask, Jamku

Alternatives of TaxAdda PMS

Explore alternative software options that can fulfill similar requirements as TaxAdda PMS. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

TaxAdda PMS FAQs

How much does TaxAdda PMS cost?

The starting price of TaxAdda PMS is ₹ 0/Per Year. It has different pricing plans:

  1. Free : ₹ 0/Per Year
  2. Basic : ₹ 1999/Per Year
  3. Premium : ₹ 3999/Per Year
  4. Enterprise : ₹ 6999/Per Year

TaxAdda PMS also provides a free trial to users.

What are the top 5 features for TaxAdda PMS?

The top 5 features for TaxAdda PMS are:

  • CRM
  • Employee Management
  • Scheduling
  • Client Management
  • Task management

What type of customer support is available from TaxAdda PMS?

The available support which TaxAdda PMS provides is:

  • Email
  • Live support
  • Tickets
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