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CRM systems for CAs is an essential system for a chartered accountant, be it a single person or a group of professionals. The reason that it is a need, not a want, is that there is and always will be a need for data storage, management, and organization. With a great and customized software, the workload and scheduling of a CA is greatly reduced, which helps them increase their efficiency, hence obtaining the best results.
There are some major benefits that CAs can get from a superb CRM software. The most important one is that through this system, CAs can track every single process that takes place in the office. Be it data recording, client communication, emails etc., a trusty CRM software will always be there and do your work for you, on time.
The software usually has a client portal where all client-related information is stored and organized by set parameters. The best part about the client portal is that all client data can be accessed with just a single click anytime, anywhere.continue reading →