VAT & Accounting Agents CRM

VAT & Accounting Agents CRM

VAT, Accountancy, and Business Establishment Firms require a specialized tool to manage their business activities effectively, including:

  • Managing clients and customers.
  • Conducting business assessments for accurate quote generation.
  • Managing contracts and generating monthly invoices for VAT and accounting services.
  • Maintaining a history of each customer’s purchases, sales, expenses, and VAT return summaries.
  • Monitoring the expiry of trade licenses, partner visas, Emirates IDs, etc., for the Federal Tax Authority.
  • Tracking the performance of each tax filing agent.
  • Managing task follow-ups for new business establishment entities.
  • Storing document attachments for future reference (Document Management System).
  • UniqueSoft has developed a state-of-the-art system tailored to this industry, allowing businesses to manage all the above tasks in one comprehensive platform.

Further details can be provided in a product demo at your convenience.

VAT & Accounting
Agents CRM

Client and Customer Management

Business
Assessments

Purchase and Sales
History

License and Document Expiry Monitoring

Tax Filing Agent Performance Tracking

Task Management for New Business Establishment

Contract
Management

Document Management System

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