Client management software for CA and tax practices
Short answer: client management software keeps every client, the services you do for them, the fees, invoices and payments in one place instead of spreadsheets and chat threads. DuesPe does this for small CA and professional practices in India and adds one-tap WhatsApp payment reminders.
What DuesPe keeps for each client
- Contact details - name and phone number, ready for WhatsApp.
- Services - the work you do for them, such as GST returns, income-tax filing or audit.
- Fee and repeat cycle - once, monthly, quarterly or yearly.
- Invoices and payments - what was billed, what was paid, what is left.
Enquiries before they become clients
Write down each new enquiry, note the follow-ups and convert the prospect into a client when they agree. Nothing lives only in someone's memory or a chat.
Your team
Add managers to your firm so they can record payments and follow up, while ownership settings stay with you. Each firm's data is separate from every other firm's. See security.
What DuesPe does not do (today)
- It does not file GST or income-tax returns, and does not replace your filing portal or compliance software.
- It is not accounting software. Keep your books in Tally, Zoho Books or whatever you use now; DuesPe handles client fees, dues and follow-ups.
- Invoices do not yet carry a GST tax breakup.
- It does not store client documents.
- There is no bulk import from a spreadsheet yet, and no integration with Tally.
Frequently asked questions
What does client management software for a CA firm track?
At minimum: each client's contact details, the services you provide to them, the fee for each and whether it repeats, invoices raised, payments received and the balance. DuesPe tracks these, plus new enquiries.
Can my staff use it too?
Yes. You can add managers to your firm. Access depends on their role, and the firm owner can require authenticator-app sign-in and an app-lock PIN for every staff login.
Can I track prospective clients?
Yes. Enquiries are kept as a separate list with follow-ups; when a prospect becomes a client you add them to your client list.