Slate provides CAs and Financial Advisors the dual benefit of saving time in creating MIS reports for their clients, while also helping their clients access an easy-to-use mobile and web app to grow their business 2x faster.
What's even more unique is that CAs can co-brand the platform to enhance their offering, which helps them differentiate their business in a crowded market.
Slate tools like invoice reading, practice management, compliance, reporting, etc. reduce TAT and improve accuracy.
Auto-reminders, notifications, and chat interfaces help improve customer communication and enhance customer service.
CA firms can automatically sync data from Tally, QuickBooks, etc. to the Slate platform, so they require no additional effort after signing up a customer.
CA firms can use document management tools to ensure proper storage and security of customer documents, such as invoices.
Most CA firms struggle with collections, so Slate manages this for them using technology to ensure they get paid on time.
Slate ensures data is secure through access control and backup protocols, which often goes overlooked by CA firms due to a lack of technology adoption.
Partner with Slate
Once you are found to be eligible for our program, we will onboard your business as a Slate Partner. As our Partner, you will:
Be able to use our brand for all communications and promotions.
Provide your clients access to the Slate Platform and cutting-edge tech.
"When I started offering Accounts & Tax Consultancy services, I just had 5 clients on a monthly retainership basis. Post my collaboration with Slate, my clientele increased by 50% monthly on a retainership basis along with additional clients who required only business/GST registrations."
Slate Lagao, Business Badhao
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