App to help Tax Professionals to communicate with clients; track & share filing status; import, create, track & share challans; check compliance due dates and more in a few secs.
Fintech SaaS firm Clear (from the makers of Cleartax) launched Clear Pro, a first-ever mobile app for tax professionals to deliver timely compliance for clients with ease.
In India, tax experts spend more time on managing clients, data, teams & processes than their core competency of ensuring correct compliance and providing better financial and compliance advisory to their clients. The lack of an automated system to track filing status for each client, creat and track challans and client communication made the process tedious. Presently, tax experts use WhatsApp and emails to communicate with clients and check each filing and challan status manually on various portals.
With the Clear Tax Pro’s client communication feature, tax professionals can send reminders to all clients for sharing data to file taxes in a single click. It enables tax experts to send emails to all clients with a single click and initiate (1-1) WhatsApp communications.
Besides communicating with clients, the app lets tax experts check GST filing status, and create, track and share challans - all in bulk for multiple clients in one go.
The app also helps tax professionals save money for their clients through an intelligent recommendation model, which suggests the right path for creating a challan. When creating challan, the app prompts whether the challan creation option selected is efficient. If it is not the optimal method, then the app shows how much money can be saved by selecting the other options.
“Clear Pro is the first-ever app designed specifically for tax experts. It aims to ensure timely compliance through communication, coordination & collaboration with clients,” said Archit Gupta, Founder and CEO, Clear.
Clear Pro also offers features like ‘News at a glance’ and ‘Compliance calendar’. Tax professionals can track all filing deadlines and extended due dates directly from the app’s calendar for GST, ITR and ROC.
Earlier this year, Clear also launched MaxITC to help enterprises manage input tax credit claims and ClearOne to digitise billing and e-invoicing. The SaaS company is tapping into the pain points concerning tax compliance with several products including its most popular GST filing platform ClearGST.
Clear has emerged as the largest income tax and GST tax compliance platform for more than 3000 enterprises and 5 million consumers.
Clear is India’s leading Fintech SaaS company with the mission of simplifying finances for Indian businesses and individuals. We are trusted by over 5 million Indian Taxpayers, more than 1,00,000 tax practitioners, 600,000 small businesses and 2,000 large businesses and brands. For small and large businesses, our product suite covers invoicing, GST, range of managed services and credit. For tax professionals, we offer comprehensive GST compliance, ITR and TDS filing solutions. For individuals, we offer tax compliance and wealth management. Clear has raised $65 Million in equity capital investment since its inception. The company was incubated in Y Combinator and is funded by Silicon Valley investors, including PayPal co-founders Peter Thiel’s Founders Fund, Max Levchin, and Scott Banister. Clear’s investors include Composite Capital, Sequoia Capital, and SAIF Partners. Please visit – Twitter, Instagram, LinkedIn, Facebook and YouTube for latest updates on Clear