Task Management & Client Follow-ups
Let Charlie do the chasing.
Charlie automatically creates tasks for each task type, sends follow-ups, collects CP204 replies through a single secure link, and sends reminders before each CP204 instalment.
Three modules, one task board
Take one module or more. Every module includes the client database and the task management system.
CP204 Module
Features
- Client database
- Task management system
- Auto CP204 and CP204A tasks creation
- Auto follow-up clients and remind PICs
- Collect client replies through one secure link
- Store and build records from filed e-CP204 forms and schedules
- Auto remind clients before every instalment
Audit Module
Features
- Client database
- Task management system
- Audit / Unaudit / Special audit
- Bank confirmation
- Stock take
- Timesheet system
- Client appointment and resignation process control
- Task status tracking & monitoring
- Task archiving
Tax Module
Features
- Client database
- Task management system
- Corporate tax return
- Personal tax return
- Employer tax return
- Timesheet system
- Client appointment and resignation process control
- Task status tracking & monitoring
- Task archiving
Work Smarter with Charlie
Stop chasing. Start advising.
Every CP204, on time, all year
One estimate, three revisions and twelve instalments for every client. Revision windows 6, 9 and 11 are covered, with a reminder before every instalment.
- CP204 estimatebefore the basis period starts
- CP204A, 6th monthrevision window
- CP204A, 9th monthrevision window
- CP204A, 11th monthrevision window
- A reminder before each of the 12 instalments
How a CP204 runs with Charlie
- 1
Tasks on the 1st
Every CP204 and revision task is created from each client's year end. First-time filers and SME relief are worked out for you.
- 2
Reminders that send
From the initial email to the final reminder, each with a reply-by date, to clients and PICs.
- 3
One-link reply
Clients confirm through a secure link, without printing anything. Estimates lower than 85% are stopped.
- 4
Draft to submit
Senior, Manager, Partner, then submit. Everyone can see whose turn it is and monitor the status.
- 5
Filed form read
Charlie reads the filed e-CP204 form and its instalment schedule, builds the CP204 records, and reminds the client before every instalment.
Additional features
- Auto-detects first-time CP204 filers, including companies yet to commence business, and creates a follow-up task so the first CP204 is submitted within 3 months of the commencement date, avoiding penalty.
- Auto-detects the S107C(4A) SME exemption.
- AI checks uploaded documents, builds the instalment table for client instalment reminders, and prevents the wrong documents being uploaded to the task.
- Controls in place make sure all documents are in order and stored before a task is completed.
Key Benefits
Beyond chasing
Automated follow-ups with scheduled reply-by dates.
Beyond missed deadlines
Stay ahead of deadlines with automated task creation and instalment reminders.
Beyond lost history
Every client reply and submission is recorded in one place.
Pricing Plans
Per module. Subscribe to 2 or more modules and enjoy 10% off.
| Module | 100 clients / year | 200 clients / year | Add-on: 100 clients / year |
|---|---|---|---|
| CP204 | RM 5,000 · RM 50 per clientRM 3,000RM 30 per clientFirst year promo price | RM 9,000 · RM 45 per clientRM 6,000RM 30 per clientFirst year promo price | RM 4,500 · RM 45 per clientRM 3,000RM 30 per clientFirst year promo price |
| Audit | RM 3,000RM 30 per client | RM 5,000RM 25 per client | RM 2,500RM 25 per client |
| Tax | RM 3,000RM 30 per client | RM 5,000RM 25 per client | RM 2,500RM 25 per client |
Cloud storage
| Included | Additional storage |
|---|---|
| 5 GB free with every package, per firm. | +50 GB for RM 80 a month. |
Need more storage or self-hosting?
Contact our team to find the right solution for your business.
Ready to work smarter with Charlie?
Tell us about your business and discover how Charlie can simplify your daily tasks.
