Are you tired of messy Excel sheets, missed filing dates, and manual follow-ups? Audit365 is built specifically for CA & finance professionals who want to organize, automate, and grow their practice with ease.
Audit365 is a powerful CRM platform designed by Hareetech specifically for Chartered Accountants, Tax Consultants, and Finance Professionals. From client management to compliance tracking, invoicing, and automation — it’s your all-in-one solution to scale your CA firm smartly.
We aim to simplify the daily grind for CAs and tax pros by offering them a CRM that handles clients, tasks, and compliance – so they can focus on scaling their practice, not managing chaos.
Track tasks with due dates, set reminders, and receive automatic alerts to keep your workflow tight.
Manage multiple branches, teams, and users with centralized access and role-based dashboards.
Generate GST-ready invoices, track payments, and send reminders – all inside your CRM.
Track tasks with due dates, set reminders, and receive automatic alerts to keep your workflow tight.
Manage multiple branches, teams, and users with centralized access and role-based dashboards.
Generate GST-ready invoices, track payments, and send reminders – all inside your CRM.
Stay connected with real-time alerts and client communication through WhatsApp and email.
White-label your CRM with your firm’s name, logo, colors, and even get a custom mobile app.
White-label your CRM with your firm’s name, logo, colors, and even get a custom mobile app.
| Module / Feature | |||
|---|---|---|---|
| Dashboard | ✔ Basic stats | ✔ Full stats, graphs | ✔ Advanced analytics, KPIs |
| Customer Management | ✔ Add/Edit/View customers | ✔ Full customer management | ✔ Multi-branch / department support |
| Lead Management | ✔ Add/View leads | ✔ Full leads & follow-ups | ✔ Multi-branch lead management |
| Task & Follow-Up | ✔ Limited tasks (10/month) | ✔ Unlimited tasks, due date, status, email & manual WhatsApp reminders | ✔ Unlimited + multi-department task management |
| Payments & Billing | ✔ Simple payments tracking | ✔ GST Invoice PDF, Proforma Invoice, Paid/Partial/Due, download/share WhatsApp | ✔ Everything in Power + branding & template customization |
| WhatsApp Integration | ✔ Manual WhatsApp button on customer profile, invoice, lead | ✔ Manual WhatsApp + optional API integration for automation (extra charge) | ✔ Manual + API integration + bulk messaging option |
| Role & Permission Control | ✘ Only Super Admin access | ✔ Roles: Admin, Accountant, Employee, Associate | ✔ Same as Power + branch-based role control |
| Reports Section | ✔ Basic: monthly revenue, pending payments | ✔ Full: monthly revenue, employee performance, service-wise revenue, pending payments, lead conversion ratio | ✔ Advanced: analytics, KPIs, graphs, exportable reports |
| Recurring Orders / Subscriptions | ✘ Not included | ✔ Included | ✔ Included |
| Refer & Earn Module | ✘ Not included | ✔ Included | ✔ Included |
| Events / Notifications | ✘ Not included | ✔ Included | ✔ Included |
| Support | Standard email support | Priority email + chat support | Priority + dedicated account manager + onboarding |
| Customization | ✘ Not included | Limited (colors/logo) | Full customization (branding, invoice templates, modules) |
We’ve helped 100+ businesses manage clients, staff, and operations effortlessly. Here’s what they had to say:
This CRM made my client follow-ups and task assignments super easy! Very clean interface and helpful support team.
Perfect for managing my sales team across multiple locations. The WhatsApp alerts and role-based dashboard are 🔥.
Very user-friendly and budget-friendly too. I onboarded my team in a single day with no training required!