Customer Success Stories- CA

Chartered Accountants – Customer Success Stories

The following information contains the customer success stories of reputed CA firms.

Overview: Rajeev is the founder of a reputed CA firm catering to 50+ clients across India. His firm has been providing services like compliance and financial audits, regulatory services, cross-border transaction, tax consultation, etc. He has been consistently providing services to startups, tourism, pharma, and manufacturing companies over the past 20 years.

Challenges: With the expansion of the business/client base to over 200, Rajeev had been struggling to manage his clients’ books. Manually handling clients’ data from multiple platforms, multiple files across various locations, and constantly updating & tracking GST, took up almost his entire day, and yet the outcome was very inefficient.  

IDOS Solution:  Chose DigitalCFO for its easy-to-navigate interface and automated functions.

Results:  DigitalCFO’s automated bookkeeping makes managing client accounts fast and error-free. The dropdown compliance check feature is up to date with the latest tax and regulation guidelines. DigitalCFO saves time for operations and helps CAs to concentrate more on value-added service for their clients.