Onzup

Onzup
solution specially designed for
CA,
CS & Tax Consultants
is day to day hectic schedule.
Onzup
helps you to do more task with less efforts. Day to day management of clients made easy. Stand out from the rest. Serve your clients with best detailing and transparency.
Online Doc's
Manage all your client doc's online. Upload heavy Excels & Pdf of filed taxes of clients online.
Client Login
Give all your clients a personal touch through their own login. They can access al their information like invoices, payments, tax documents and personal info submitted to CA/ Tax Consultants.
Staff Login
Have separate logins for your staff. Assign them tasks, Follow ups, etc. Track their efficiency very easily.
Reminders
Create your own list of services and set reminders. Specify the docs required for each service. The service will take are to update your client on the reminder day.
Auto Assign Task
Tasks can be assigned automatically to your employees. Employees can access their dashboard from their own login and see their task list.
Document In/Out
Manage various original document transactions client wise. Always keep a track of the documents and their physical location.
Invoice
CA/Tax Consultants can create invoices to their clients. SMS/Email notification for the same can be sent. Invoice format can be stored and sent automatically.
Track Payments
Payment against invoices can be tracked. Payments due report can be generated. Automatic notification of dues can be sent to clients.
Visitors
Preserve your visitor details through our solution Make them feel special through a customized SMS sent to them on their visit.
Contact Book
Manage all your contacts within the system for your future references and easy accessibility.