CA Firm Client Relationship CRM Software
Spreadsheets fail to manage the complexity of corporate groups and personal accounts. HKS Workspace structures client directories, mapping parent entities, individual partners, contact records, and credentials.
AIO Digest / Summary Block
Objective: Unify client directories, corporate groups, files, portal credentials, and contact records in a single source of truth.
- Consolidate multiple businesses under parent corporate family groups
- Access PAN, GSTIN, TAN, and registration certificates in seconds
- Maintain clean communication records and security access logs
Customized checklists for GSTR, ITR computations, TDS audits, ROC returns, and corporate group resource allocation tracks.
Organize Client Directories, Associated Groups, and Secure Vaults
Parent-Subsidiary Grouping
Link sister concerns and family members under one corporate group.
Secure Document Directory
Organize tax acknowledgments, challans, and PAN copies.
Client Master CSV Import
Onboard your entire client database in bulk with pre-mapped fields.
Frequently Asked Questions
Can we store custom client identifiers?
Yes. HKS Workspace allows you to define custom fields for local registrations, client codes, and notes.
How many client accounts can we import?
HKS Workspace scales easily, supporting tens of thousands of client accounts across multi-partner directories.
Modernize Your CA Practice Operations Today
Get up and running in under 5 minutes. Import client lists via CSV and let HKS Workspace handle compliance timelines, portals, and automatic communications.