Taxbase GSTProSinewave
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SmartOfficeZinnia
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Related Products
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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.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a GST software solution to manage their GST billing and return filing operations
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Audience
Financial advisors, insurance agents, RIAs or broker-dealers in search of a tool to track client policies, investments, opportunities, calendars, and reporting
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationSinewave
Founded: 1985
India
sinewave.co.in/taxbase-gstpro-gst-software/
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Company InformationZinnia
Founded: 2005
United States
www.smartofficecrm.com
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Categories |
Categories |
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Integrations
BizClip
Broadridge 15(c) Board Reporting
Constant Contact
Docupace
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
MoneyGuide
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Integrations
BizClip
Broadridge 15(c) Board Reporting
Constant Contact
Docupace
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
MoneyGuide
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