Implemented a centralized compliance practice management CRM tracking GST/ITR due dates, article clerk audit tasks, DSC expiries, and automated fee recovery.
The firm managed over 800 corporate and individual tax clients with 25 article assistants, struggling with missed statutory deadlines and uncollected professional fees.
Tech Spartan deployed a CA Practice CRM with automated statutory filing calendars, client upload portals, encrypted FY/AY document vaults, and WhatsApp fee reminders.
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