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Client Management System

CMS is a web application solution designed specifically for Accounting firms. It provides a 'Single Window View' of all the people and their business information with a single mouse click. At any time, you can see the up-to date status of the personal and business returns for your clients. Tasks for various tax returns are assigned to employees so that they can get a clear view of what they need to do on a day-to-day basis. Users with administrator rights have access to Dashboard and various Informative Reports to get a 360o view of pending and completed tasks for any financial year or quarter. Any changes to the tasks made by the user updates the overall status with immediate effect, so that the reporting is always up-to date with the latest information.

Some of the salient features of this product are:
           Customer Data Repository
           360o Dashboard View
           Upto Date Status of Client Files
           Pro-Active Reminders
           Employee Tasks Assignment Tracking
           Corp Tax, HST, WSIB, Payroll Status Tracker
           Flexible and Multiple Reports Available
           User permissions based Access

Inventory Management System

IMS is a web application designed mainly for small manufacturing units. It allows users to enter all the products, their prices, discounts, salesman and other relevant information.

Some of the salient features of this product are:
           Customer Data Repository
           Invoice & Billing
           Stock Management
           Flexible and Multiple Reports Available

 
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