Never Miss a Tax Deadline Again.

Running an accounting, tax, or company secretarial firm is a deadline-driven business. You are managing hundreds of entities, each with their own AGM dates, tax filing deadlines, and SST submissions. One missed date means a penalty for your client and a damaged reputation for you. Traditional practice management often relies on massive Excel spreadsheets that are prone to human error.

TargetCRM modernizes your practice by turning that static spreadsheet into an active, intelligent notification engine. We track every critical date for every client entity. Two weeks before a deadline, the system alerts your team. One week before, it can automatically chase the client for necessary documents (like bank statements or invoices) via WhatsApp, saving your staff countless hours of administrative follow-up.

Beyond compliance, we help you grow. Many firms leave money on the table by failing to bill for out-of-scope work. Our system tracks ad-hoc service requests and ensures they are invoiced. Coupled with automated recurring billing for your retainers, effective practice management improves your cash flow while reducing your workload.