TaxHub CRM is a practice centric CRM application designed and built for Tax Practitioners and CPA Firms. With TaxHub CRM your complete document management, messaging, invoicing and marketing can be handled by one single application.

As the Founder and CEO of CPA Tech Pro, I’m passionate about helping CPA firms and individual practitioners transform their businesses through the power of technology and digital marketing. At CPA Tech Pro, we specialize in providing tailored tech solutions, CRM systems, and comprehensive marketing strategies that streamline workflows, improve client engagement, and drive growth in the financial sector.

After concluding my role with AOTAX.com, I decided to follow my long-time dream of setting up a car workshop, driven by my avid enthusiasm for automobiles and extensive involvement in motorsports. I wanted to take a break from my profession and dedicate a few years to pursuing my passion for cars. With the help of YouTube tutorials, online communities, and hands-on practice, I taught myself the science of car painting. Leveraging my experience in startup environments, I embarked on a new venture that would allow me to bring my automotive dreams to life. - Established Aviz Auto Tekniks, a premium car workshop specializing in car painting, servicing, and detailing. - Leveraged extensive experience in startup environments to successfully set up and manage a new business in the automotive industry. - Developed and executed a successful marketing strategy using Instagram, Facebook, and YouTube to attract and engage clients. - Led a team of skilled professionals to complete high-quality automotive transformation projects. - Built a robust network for parts and spares, ensuring quick availability and enhancing service efficiency. - Prepared comprehensive business plans and strategies to attract potential investors and expand the business. - Established a strong reputation within Hyderabad's car enthusiast community for delivering top-notch paint jobs and comprehensive car-related services.With Aviz Auto Tekniks now well-established, I am transitioning the management of the business to my family, enabling me to explore new professional opportunities in countries like Luxembourg, Canada, and Germany to secure my family's future with better education and health benefits.

CRM System Architect & Chief Marketing Officer, AOTAX.com- Devised and conceptualized a comprehensive CRM system for AOTAX.com, the leading tax preparation services provider for Indian expats and Indians in the USA.- Designed and implemented an end-to-end process, including a website, customer portal, and backend portal, utilized by over 300 sales professionals, tax preparers, and filers.- Led the development and management of the online portal, enabling complete document upload and seamless communication between clients and assigned teams.- Founded the development firm Avisna Tech Solutions Pvt Ltd to build and manage the project over four tax seasons, utilizing technologies such as GCP, Java, MySQL, and various API integrations (Stripe, Twilio, etc.).- Assisted AOTAX.com in establishing an in-house team to manage and support the CRM system for future operations.- Served as the Chief Marketing Officer, establishing a strong online presence and brand through social media marketing on Instagram, Facebook, Google Ads, and YouTube.

Launched Chatnox, a SaaS live chat software enabling businesses to communicate with website visitors in real time.- Designed and product managed Chatnox with a small team of developers, working primarily over weekends while promoting and marketing the product full time.- Grew the customer base to nearly 5,000 paid customers and 25,000 free users at its peak.- Managed product development, customer support, and marketing strategies to sustain and grow the user base.- Adapted to market changes as demand saturated due to emerging tools like WhatsApp and Facebook Messenger, leading to a transition towards new professional opportunities with AOTAX.com.

During my tenure at 99ATS, an Applicant Tracking System SaaS targeted at Indian enterprises, my primary role was to bring the newly developed product to market. My key contributions included: - Restructured the product technology to better align with market needs and improve performance. - Coordinated with a team of sales professionals to generate leads and build a robust sales pipeline. - Scheduled and conducted both online and offline demos to showcase the product's capabilities to potential clients. - Managed a team of software developers, overseeing product enhancements and the creation of new features. - Played a crucial role in closing sales, contributing significantly to the company's growth and market penetration.

ClickDesk is a customer live chat communication and helpdesk SaaS platform that empowers businesses to enhance user engagement and provide exceptional customer support. As the Product Manager, I played a pivotal role in shaping the product's vision, strategy, and execution.I developed and executed a comprehensive product strategy and roadmap, prioritizing features based on user feedback, market research, and competitive analysis. Leading cross-functional teams, I oversaw the design, development, and launch of new features, ensuring seamless integration of live chat, voice chat, and helpdesk functionalities to optimize user experience.Collaborating with the design team, I focused on creating intuitive interfaces and conducted usability testing to drive continuous improvements. My market research efforts identified trends and customer needs, informing product decisions and maintaining a competitive edge in the SaaS market.Engaging with key stakeholders, including customers, sales, marketing, and support teams, I gathered requirements, provided updates, and ensured alignment with the product vision. I actively interacted with customers to understand their pain points and used this feedback to drive product enhancements.I managed the end-to-end process of product launches, coordinating with marketing and sales teams to create effective go-to-market strategies. Utilizing analytics and KPIs, I made data-driven decisions to optimize features and improve user engagement and retention.Creating detailed product documentation and training materials, I ensured effective product adoption and usage. My leadership fostered a collaborative environment, promoting innovation and continuous improvement.As the Product Manager at ClickDesk, I successfully drove the development of a robust SaaS platform, significantly improving customer communication and support capabilities, contributing to increased user satisfaction and business growth.

Invox is a pioneering telephony-as-a-service (TaaS) platform with patent-pending technology that allows businesses to create next-generation phone systems using a drag-and-drop designer. With over 50 mashups and the ability to create custom solutions via REST and JSON APIs, Invox enables seamless IVR solutions and outbound call scheduling. - Identified key clients for IVR deployment in international markets. - Strategized product placement and development for Invox’s offerings. - Engaged with prospects at enterprise levels, as well as small and medium businesses, carriers, airlines, banks, stock brokerages, political parties, TV channels, and more. - Delivered product demonstrations to clients and prospects, both domestic and international. - Negotiated terms with vendors to secure favorable agreements. - Developed partnerships with software vendors to enhance Invox’s offerings. - Created consultative and direct/indirect selling strategies to drive sales and support efforts.

began my journey at Blockbuster Video as a Customer Service Representative (CSR) and, through dedication and performance, was promoted to Store Manager, overseeing a small store. - Managed daily store operations, including opening and closing procedures, staff scheduling, and inventory control. - Led a team of CSRs, providing guidance, training, and performance evaluations to ensure high levels of customer service. - Developed and implemented promotional strategies to boost sales and rentals, achieving and exceeding monthly targets. - Ensured compliance with company policies and procedures, maintaining high standards of store presentation and customer service. - Analyzed sales data and customer feedback to identify areas for improvement and implemented changes to enhance store performance. - Addressed and resolved customer complaints and issues promptly, maintaining a positive store reputation. - Coordinated with regional management to align store operations with company goals and initiatives.My experience at Blockbuster Video provided me with a strong foundation in customer service, team leadership, and retail management, setting the stage for my future career growth.