Taxza is a CRM built for tax consultants in Pakistan. It gives every client one profile — keyed to their CNIC — holding their services, documents, invoices, tasks and full history, with duplicate protection, instant search, one-click WhatsApp and a self-service portal. It replaces scattered spreadsheets and chat threads with a single, reliable client record.
The challenges
- Client details spread across spreadsheets, WhatsApp and paper files.
- The same client entered twice under slightly different names.
- Constant calls and messages asking for invoices and status.
- No quick way to find a client or their history mid-conversation.
Example workflow
- A prospect enquires; an agent captures them as a lead.
- When they proceed, the lead converts to a CNIC-based client in one click.
- The client uses their portal to see invoices and upload documents.
- You reach them on WhatsApp from their profile whenever needed.
How Taxza helps
One CNIC-based profile
Every client’s services, documents, invoices and history live on a single record with duplicate protection on CNIC, phone and email.
Instant search and WhatsApp
Find any client in a moment and message them on WhatsApp straight from their profile.
A self-service client portal
Clients view invoices and status, download PDFs and upload documents themselves, cutting the back-and-forth.
Leads that convert cleanly
Capture and nurture prospects, then convert a lead to a client in one step with the history carried across.
Questions & answers
It is built around how tax consultants work: CNIC-based client profiles, duplicate protection, instant search, one-click WhatsApp, a client portal and a lead pipeline that converts prospects to clients in one step.
Yes. Every client gets a secure, email-verified portal to view invoices, orders, documents and tasks, download PDFs and upload files and payment proof.
Yes. It checks CNIC, phone and email when you add a client, so the same person is not entered twice.
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