Taxbase GSTPro

Taxbase GSTPro

Sinewave
SmartOffice

SmartOffice

Zinnia
+
+

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About

GST is the biggest tax reform in the history of Independent India in the era of Indirect Taxation. Earlier as per the structure of the Constitution both central government and state government Had rights to levy the various duties and taxes on the various activities such as sale of goods, sale of services and other activities For example, tax on Sale of goods, which used to fall under State Revenue but tax on Sale of Services was the right of Centre. With the help of introduction of GST such bifurcation will be the history. Above mentioned structure resulted in different State VAT Acts such as Maharashtra VAT, Gujrat VAT along with variations in local taxes and other duties by the State Government. In the post GST scenario situation will be entirely different and all such variety of taxes will be subsumed into one Tax called GST. In India we have opted for dual GST model where intra state transactions are subject to CGST and SGST.

About

SmartOffice is a cloud-based CRM & AMS tailored for financial professionals, advisors, agents, BGAs, RIAs, and broker-dealers, offering comprehensive tools to manage client relationships, workflows, data, and compliance. It includes contact management, investment & policy tracking, and time & calendar management, along with opportunity tracking and dynamic reporting. SmartOffice emphasizes cybersecurity and compliance to protect client data and integrate smoothly with Office 365 (Outlook, Excel, Word) and other sales, financial-planning, insurance, and marketing platforms. It supports key features such as centralized client history, sharing among staff, secure data access from anywhere, and structured administration of membership or agency operations through its agency management system. The platform is designed for established practices seeking to consolidate tools and visibility into opportunity pipelines, reporting, and workflow efficiency.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a GST software solution to manage their GST billing and return filing operations

Audience

Financial advisors, insurance agents, RIAs or broker-dealers in search of a tool to track client policies, investments, opportunities, calendars, and reporting

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Sinewave
Founded: 1985
India
sinewave.co.in/taxbase-gstpro-gst-software/

Company Information

Zinnia
Founded: 2005
United States
www.smartofficecrm.com

Alternatives

Alternatives

Wealthbox

Wealthbox

Starburst Labs
BITA Risk

BITA Risk

corfinancial
Partum Software

Partum Software

Partum Softwares Pvt Ltd

Categories

GST

Categories

Integrations

BizClip
Broadridge 15(c) Board Reporting
Constant Contact
Docupace
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
MoneyGuide
Morningstar
MyRepChat
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
Zoom
eMoney
etfile

Integrations

BizClip
Broadridge 15(c) Board Reporting
Constant Contact
Docupace
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
MoneyGuide
Morningstar
MyRepChat
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
Zoom
eMoney
etfile
Claim Taxbase GSTPro and update features and information
Claim Taxbase GSTPro and update features and information
Claim SmartOffice and update features and information
Claim SmartOffice and update features and information