Complying with the statutory requirements is one of the main service rendered by Tax Professionals to their clients. With number of clients and list of statutory compliances, at times, it becomes difficult to manage. At Protact, we provide everything you require to comply with Direct Tax Requirements of your client. Under Tax Compliance you can estimate tax, prepare tax return, audit reports and also file the same...... everything on the web
Protact's Client portal is a secure repository for all information exchanged relating to professional engagements, giving clients simple, secure and organized access to key information. Available anytime, anywhere, from whatever device they are using. No need to search emails, send multiple forwards and messages. All communications, requests and status updates available in a single dashboard - Client Portal.
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Work together and interactively, send requests ,get document, share online with co-workers all done seamlessly and instantly. No more multiple mails and multiple mediums
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Offering individual client portal and information exchange helps emphasize your professionalism, effectiveness and forward thinking and reflects on how much you care for the client
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Cut the multiple channels and multiple modes of communication to one. A single platform where you have trail on what's shared, what's updated and what's pending
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Easy way to work with clients in all modes of work. Secure sharing of information, reports, activity updates on a platform cuts the wastage, improves efficiency and client satisfaction
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All communication will be on secured online single platform leaving out the worries of sensitive information lying in open email boxes. Information shared only to the relevant groups as required for business
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Give your clients a centralized view of all engagements in a Dashboard with three elements project status, task lists, comments and files. No need to search emails, compile data and prepare reports.
Kill the time waiting and requesting for documents. Just request documents online and get it shared and updated online with a single upload. Improve efficiency by avoiding the need to download and organize documents and maintain multiple version of it.
Our client portal enables free exchange of all information and enables seamless exchange and distribution on the go.
Keep all information (conversations, activities, documents, tasks, events) in one place. Focus on your job and don't spending your time searching. In our portal all what you want can be exchanged seamlessly with storage and retrieval organized in a meaningful manner related to the work needed to be performed.
All what your clients wants is available in snippets, tiles and activity charts in the client dashboard. From a snapshot view, drill down to the details and get details of what's happening.
Our Client portal enables your to seamlessly communicate with the client touch points and stay updated anytime
Plan and deliver what the client wants and knowledge shared in a single platform with client touch points ensuring transparency, timely delivery and excellence at work.
Our client portal enables you to achieve this with a intuitive client interface with ensures common knowledge sharing platform with complete transparency, information exchange and updating leading to improved customer excellence.
Cut the "Dependency" from your work. Be it information exchange, request for documents or status update.All made available in a client portal dashboard. A self service enabled workflow and interactive portal enables you to focus on your work and saves you time
A customised white labelled client portal enhances the image and value system you represent. Clear Communication channels and transparence will enhanced your reputation and leads to higher value and repetitive work
