Solution for your business
CRM Accounting Software
Our accounting CRM facilitates chartered accountants, tax professionals, and auditors in keeping and managing client data together with client interactions. Using this CRM for accountants might also save your firm time and money that could be spent elsewhere.
Monitor customer interactions
TaskTak accounting BMP software enables chartered accountants to store all communication with clients in one centralized location, making it easier to view past conversations and keep track of any ongoing threads. This history will also be beneficial to anyone who speaks to the client next time, in order to provide more efficient service.
Prioritize your actions
TaskTak's automated dashboard provides a comprehensive overview of the performance of each project and customer, showing key metrics such as revenue, expenses, and profits. By using it, firms can quickly identify profit-maximizing projects and clients.
Capture a 360° view
TaskTak BMP gives you a single source of truth for all your team's deals. It provides an overview of the entire sales process, from prospecting to closing, giving you a clear picture of where each deal stands. TaskTak helps you in identifying issues quickly and taking the necessary action to close deals efficiently and on time.
What Clients Say
“TaskTak's All-In-One Solution is the first ever of its kind I have seen in Bangladesh. We at Shield can now do a lot of more work across different departments in less time, while all the data and confidential information is being stored in cloud! Happy with the awesome value TaskTak has empowered us with.”
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