Software for CA and consulting firms

What breaks generic software here

The specifics a vendor demo will gloss over unless you raise them.

• Hundreds of clients each have their own recurring statutory deadlines
• Documents arrive by WhatsApp, email and courier and must be traceable
• Work is billed by engagement or retainer, and often billed late
• Staff allocation across clients decides whether deadlines are met
• Client data is confidential and access has to be controlled per engagement

Your demo checklist

• Ask the vendor to show how they handle: hundreds of clients each have their own recurring statutory deadlines
• Ask the vendor to show how they handle: documents arrive by whatsapp
• Ask the vendor to show how they handle: work is billed by engagement or retainer
• Ask the vendor to show how they handle: staff allocation across clients decides whether deadlines are met