Taxwise client management (CRM) keeps a complete record for every client — their services, documents, invoices, orders, tasks and full history — in one place. Auto-generated client codes, duplicate protection on email and CNIC, and live search mean staff always work from a single, accurate profile instead of scattered spreadsheets.
The challenges
- Client details spread across spreadsheets, WhatsApp chats and paper files.
- The same client entered twice under slightly different names.
- No quick way to see what a client has bought, owes or is waiting for.
- Staff re-typing the same details into every invoice and task.
Example workflow
- Add a client; Taxwise generates the client code and checks email, phone and CNIC for duplicates.
- Attach the services the client uses and upload their documents to the profile.
- Raise invoices and orders straight from the profile with one click.
- Message the client on WhatsApp from the same screen whenever needed.
How Taxwise helps
Complete client profiles
Services, documents, invoices, orders, tasks and full history on one record.
Duplicate protection
Email and CNIC are checked so one client is never entered twice.
Live search and WhatsApp
Find any client in a moment and reach them on WhatsApp in one click.
Instant invoicing
Create an invoice for the client you are viewing without re-entering details.
Start using Taxwise
Start your trial and run your firm’s lifecycle end-to-end on Taxwise — from sale to ledger.
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