Accounting made smarter. Dovyo CRM automates lead tracking, document sharing & client updates-perfect for CA firms & financial advisors.

Auditing and Accounting firms helps you simplify the task by automating lead tracking, managing documents, sending client updates, and streamlining workflow now all in one secure space with Dovyo CRM.  

Lead Capture & Tracking Made Easy 

Dovyo CRM captures every lead whether they reach out through mail, calls, websites, or referrals. Once a lead is captured you can tag them based on their interests, service requirements, or priority and assigns lead to the team members automatically ensuring that no inquiry is ever left unattended. 

Secure Document Uploads & Sharing 

During audits, having all your data in one place is a huge advantage. Dovyo CRM ensures all clients financial records, receipts, communication logs, and approvals are stored securely and easily accessible. This not only makes audit preparation faster but also build trust, transparency, and long-term efficiency into every interaction. 

Manage Tax Deadlines with Timely Reminders 

Dovyo CRM provides you to create and track client-specific tasks such as ITR filings, GST returns, TDS payments, or statutory audits with ease. With clear timeline of upcoming deadlines, completed submissions, overdue task you can send automated reminders to the team keeping entire compliance process running smoothly. 

Tracking and Billing Made Easy  

The built-in tracking feature allows professionals to track each client. You can create and generate invoices accordingly. Billing becomes transparent and effortless. Clients receive clear summaries of services rendered, which leads to faster payments and fewer disputes about hours and costs.  

Data Analytics for Financial Insights  

With Dovyo CRM, accountants can go beyond bookkeeping. The system offers data insights and performance analytics that help identify trends and opportunities for clients. By generating financial reports and charts automatically, accountants can provide advisory services with more confidence.  

Conclusion  

 Dovyo CRM empowers accounting firms, financial services and financial advisors by automating essential workflows, improving client communication, and streamlining document and compliance management. It not only saves time but also enables accountants to focus on strategic advisory roles, fostering stronger client relationships and better business outcomes.