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Your Dedicated CRM for Chartered Accountants & GST Practitioners
Audit CRM is a purpose-built Client Relationship Management solution, specially designed for Chartered Accountants (CAs) and GST Practitioners (GSTPs). It centralizes client information, automates compliance tracking, and streamlines communication—empowering you to manage your entire practice from a single dashboard.
Key Features
Smart Practice Management
"From Client Records to Compliance Reports — All in One Place"
✓ Store all client details—personal info, GST numbers, PAN, compliance history—in one secure location.
✓ Easy client search and quick access to past records.
✓ Categorize clients based on business type, GST type, or compliance requirements.
✓ Client Wise Case Creation and Follow-ups
✓ Automatic reminders for upcoming due dates.
✓ Track task progress from “Pending” to “Completed” status.
✓ Upload and store invoices, returns, certificates, and working papers securely.
✓ Easy document sharing with clients via email or WhatsApp directly from the CRM.
✓ Version control to ensure the latest file is always available.
✓ Send bulk reminders for GST returns, tax payments, or document submissions.
✓ Pre-built templates for emails, WhatsApp messages, and SMS.
✓ Record client conversations for better follow-ups.
✓ Assign tasks to team members with due dates and priority levels.
✓ Track individual performance and workload.
✓ Avoid duplication of work with centralized task allocation.
✓ Get reports on pending tasks, completed compliance filings, and upcoming due dates.
✓ Analyze client payment history and outstanding balances.
✓ Visual dashboards for a quick overview of your practice status.
✓ Access from anywhere—office, home, or on the go.
✓ Role-based access for partners, seniors, and juniors.
✓ Encrypted data storage to ensure client confidentiality.
Why Choose AXN Academy?
- 15+ Years of Training Excellence.
- 100+ College Training Collaborations.
- 80% Practical Learning for job readiness.
- 2500+ Students Successfully Placed.
- Access to 25,000+ Client Base for job connections.
- 100% Free Placement Assistance.
Industry Connect – Real exposure to business operations.
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