Finexo PMS Software Pricing, Features & Reviews
What is Finexo PMS?
Finexo PMS CA Office Management Software is a digital solution designed to help chartered accountants and tax professionals manage their entire office work efficiently in one place.
It replaces manual methods like Excel sheets, WhatsApp chats, and paper records with a single, easy-to-use dashboard.
The software automatically creates and tracks tasks for GST, ITR, and TDS filings with proper deadlines, helping users monitor pending, completed, and overdue work in real time.
It securely stores client details such as PAN, GSTIN, and important documents, and allows team members to assign tasks and collaborate smoothly.
Finexo PMS also sends automatic reminders to clients through WhatsApp, SMS, or email, and includes features for billing, invoicing, and tracking payments.
Why Choose Finexo PMS Software?
- All-in-One Office Management: Manage complete CA firm operations in one system.
- Centralized Dashboard: Replace Excel, WhatsApp, and manual tracking with one platform.
- Automatic Task Creation: Auto-generate GST, ITR, and TDS tasks with deadlines.
- Deadline Management: Never miss important compliance due dates.
- Real-Time Task Tracking: Monitor pending, completed, and overdue work instantly.
- Secure Client Data Storage: Store PAN, GSTIN, and documents safely.
- Quick Client Search: Find client information within seconds.
- Password & Document Security: Keep sensitive data protected in one place.
- Team Collaboration: Assign tasks and work together efficiently.
- Activity Logs & Tracking: Track all actions for accountability and transparency.
- Reduced Communication Gaps: Minimize dependency on WhatsApp for work updates.
- Automated Client Reminders: Send bulk alerts via WhatsApp, SMS, and email.
- Smart Follow-Ups: Automate follow-ups and reduce manual effort.
- Built-in Billing System: Create and manage invoices easily.
- Auto Invoice Generation: Generate invoices automatically after task completion.
Benefits of Finexo PMS Software
- Payment Tracking: Track pending fees and payments efficiently.
- Multi-Firm Management: Manage multiple offices or branches from one account.
- DSC Tracking System: Monitor Digital Signature Certificates with alerts.
- Business Insights & Analytics: Get reports and performance insights.
- Improved Productivity: Increase team efficiency with automation.
- Role-Based Access Control: Assign permissions based on user roles.
- High Data Security: Ensure data safety with encryption and controls.
Finexo PMS Pricing
Finexo PMS pricing starts at INR 5999 on techjockey.com.
The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.