Acumen CA/CPA

Acumen offers a one platform approach to all your professional needs

Solutions for every service you offer your clients.

Client Management

Easily onboard clients using the Government Data Repository, digitize company documents and certificates, and identify new business and networking opportunities.

Bulk onboard clients to get set up faster

Automate the setup of compliance tracking

Quick access to customer information and documents

Compliance Tracking

Never miss a deadline with automated Compliance Tracking along with the ease of customer onboarding via a comprehensive Government Data Repository.

Onboard clients with the aid of the Government Data Repository

Set compliance tasks on recurring schedules

Search the Repository for new leads or revenue opportunities

Task Management

Do much more with your resources.

Get smarter with multi-layer tasks and team management.

Drive efficiency and maximize resource productivity.

Track on the go, any time.

Digital Documents

Free up storage space, upload, and request documents through the Digital Document Exchange, a shared filing system for client data and documents.

Request documentation from clients to be uploaded

Upload and smart search all freele types in the shared folders

Create custom filing structures for each client

Financial Analytics

Seamlessly integrate with ERP solutions to efficiently manage client data and create standardized Financial Analytics across your client base. Offer clients strategic Enterprise Analytics too.

Upload ERP files directly to Acumen

Get automated, standardized reports from the data

Subscribe clients to in-depth enterprise analytics

Digital Invoicing

Put your businesses on auto-pilot with professional looking invoices in just few clicks. Establish a stable cashflow with your customers, suppliers and investors.

Hassle-less invoicing, go digital, manage multiple businesses

Your finances in one place, easy push to your preferred ERP, track time and expenses

Accept online payments

More Services To Come...

Our team is constantly working on mapping your practice areas to improve existing modules and introduce new ones. Its going to be more sophisticated and simpler. Stay tuned. Coming Soon.

Consulting and Audit Management

Tax Management

Market Place

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