Tax practitioners are someone who is expert in tax law, planning and compliance The job of the tax consultant is to help tax preparer in helping them with tax returns. Their other responsibility is to help clients minimize their tax liability. Even with this level of expertise, tax practitioner faces various problems, as their client base is growing tremendously, the workload is also increasing. It has also increased the list of pendency on daily basis. And they can’t rely all the time on manual work done by office staff. They need to keep up with advancement in technology and growing demands of the clients. One such technique is to use software for Tax Practitioner, which makes it possible for companies to minimize time, money and human efforts and subsequently improve the productivity, and optimize old office procedures.
Some of the problems are listed below.
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Outstanding dues, professional Service Fees are not being collected on time.
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The inability of Staff and assistant to manage the allotted work and giving desired results due to over workload.
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Chances of missing out any task received from the client when there are already lots of tasks to be completed.
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Due date is an important factor, as any service must be completed before that time. It could be any task related to legal services, clients, or organization related task.
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Not proper Documentation of Notes and Observations at one place. Simultaneously managing personal and general work, getting difficult day by day
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Fewer conversions, which in turn, impacting the revenue of the company.
Benefits of using MyTask Software for Tax Practitioners
Single Screen Focus
You can easily get control of all your work and check real-time progress in a single dashboard. It makes the function of Tax practitioner very user-friendly as he can monitor all the things in a single window from anywhere.
Centralized Accessibility
It means all the users will able to access all their works through a single login credential. In this way, more work will be done easily with the help of workflow management system.
Customizable
Software for Tax Practitioner can be tweaked or changed as per the requirement of the client. It is a tailored made software. It is one of the most important features of this software
Cloud-based.
This service allows the user to store their work online, and that can be accessed from anywhere.
Some of the features of using Software for Tax Practitioner, developed by MyTask
Auto SMS
This software automatically follows up for your outstanding dues from your clients and companies. Auto SMS is also sent for other related pending amounts. Hence no need of doing follow up work all the time.
SMS Generator
It takes full advantage of Bulk SMS as the preferred mode of communication. You will be able to send or schedule SMS or multiple to your clients. You can import the list of clients name and phone numbers directly into the database from your mobile or through excel sheet.
Work Occupancy report
The complete report of each and every office employee from various departments, including his pending work, can be viewed within a single dashboard.
Document Inward Register
This helps you to keep a track of papers coming into your office
Document writing tool
Any personal or task-related document can be created or edited with the help of this tool
MyTask has developed software for Tax Practitioner, for more office productivity and getting desired results.
MyTask is a well-known name in the market and provides its service at affordable and competitive prices.