Best Software For Chartered Accountants
Customer Management
Manage your customers details in one roof. Easy way to categories and subcategories user customer.
Resource Management
Can do better resource tracking by allocating task wise allocation. Optimizing the other branch/location resource & team in case of contingency. Able to view Resource availability on daily basis.
Job
Management
Capture all Job through Recurring, Bulk & Manual creation with target end date. Recurring job module avoids compliance miss outs.Helps in maintaining the firms total jobs performed.
Leave
Management
Leaves can be applied and approved through online. Enter leaves taken by employees either daily or in bulk in a month. Record list of leaves taken by each employee.
Disbursement with approval systems
Provision to record all disbursement / Reimbursement amount against each job wise and approval mechanism. It helps to calculate actual job costing.
Document Management
Provision to store all files job wise in one central place. They’re easy to find and safely. so you can access them any time, anywhere
Inward and Outward system
It helps to avoid communication gap between firm and client or with in a firm.Record list of all inward and outward document list.
Check List
Checklist can be created on your own according to the job type.Allocation of the checklists to the resources. Queries, Commentary & Documents can be added to the Checklist line item.The stakeholders can reply to the queries raised
Reports
Effective reporting system will help you on the following area like MIS report, Overdue job & task, Time Variance report, Helps to track the firms performance, Analyses the employee performances, revenue leakage.
Email Notification
Automatic email notification will help you to do better communication with in firm.
Security control
User based security based on their role and designation.You can be comfortable knowing that only the right people will have access to each job and task.
User Friendly Dashboard
Clean and mobile-friendly interface design to get all the information you need where you need it.
Resource Management
Can do better resource tracking by allocating task wise allocation. Optimizing the other branch/location resource & team in case of contingency. Able to view Resource availability on daily basis.
Job Management
Capture all Job through Recurring, Bulk & Manual creation with target end date. Recurring job module avoids compliance miss outs.Helps in maintaining the firms total jobs performed.
Leave Management
Leaves can be applied and approved through online. Enter leaves taken by employees either daily or in bulk in a month. Record list of leaves taken by each employee.
Disbursement with approval systems
Provision to record all disbursement / Reimbursement amount against each job wise and approval mechanism. It helps to calculate actual job costing.
Document Management
Provision to store all files job wise in one central place. They’re easy to find and safely. so you can access them any time, anywhere
Inward and Outward system.
It helps to avoid communication gap between firm and client or with in a firm.Record list of all inward and outward document list.
Check List
Checklist can be created on your own according to the job type.Allocation of the checklists to the resources. Queries, Commentary & Documents can be added to the Checklist line item.The stakeholders can reply to the queries raised
Reports
Effective reporting system will help you on the following area like MIS report, Overdue job & task, Time Variance report, Helps to track the firms performance, Analyses the employee performances, revenue leakage.
Email Notification
Automatic email notification will help you to do better communication with in firm.
Security control
User based security based on their role and designation.You can be comfortable knowing that only the right people will have access to each job and task.
User Friendly Dashboard
Clean and mobile-friendly interface design to get all the information you need where you need it.