CRM for Auditors, Accountants & Tax Professionals
AuditRed CRM
Manage Clients. Track Work. Stay Compliant.
Overview
What is AuditRed CRM?
AuditRed CRM is a practice-management solution for Chartered Accountants, auditors and tax professionals. It organises clients, assignments, compliance activities and team workflows in one dashboard.
Due-date reminders, document management and WhatsApp communication help your practice stay ahead of GST, TDS, Income Tax, Audit and ROC deadlines — while billing and reports show how the practice is performing.
Who is it for?
Chartered AccountantsAudit firmsTax practitionersAccounting & compliance offices
No missed deadlines
Automated reminders by due date.
Clear workload
See who is doing what, and what is pending.
Happier clients
Quick updates and organised documents.
Growth-ready
Scale from a small practice to a larger team.
Features & Modules
AuditRed CRM modules
Client Management
- Client master with groups and contacts
- Registrations (GST, PAN, TAN etc.)
- Engagement history
- Client follow-up log
Tasks & Workflow
- Assignment creation and allocation
- Task status and progress
- Team collaboration
- Checklists and templates
Compliance
- Compliance calendar
- GST, TDS, Income Tax, Audit and ROC tracking
- Due-date reminders
- Compliance alerts
Documents
- Central document storage
- Client-wise folders
- Document requests and receipts
Billing & Reports
- Invoice and billing
- Fee tracking
- Practice analytics
- Staff productivity reports
Communication
- WhatsApp communication
- Notifications
- Email reminders
Specifications
AuditRed CRM at a glance
| Product type | Practice management CRM |
|---|---|
| Access | Cloud-based, any device with a browser |
| Users | Team accounts with role-based access |
| Compliance coverage | GST, TDS, Income Tax, Audit, ROC |
| Reminders | Due-date reminders and alerts via notifications and WhatsApp |
| Documents | Client-wise document management |
| Billing | Invoice and billing module |
| Reporting | Dashboards for tasks, compliance and recent activity |
See AuditRed CRM in action
Book a walkthrough with our team and discuss customisation for your business.