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Corporate Office:
Aeren Tower, Plot No. 14, Rajiv Gandhi Chandigarh Technology Park, Chandigarh. India.
Regional Office:
Unit no. 421, 4th floor, Time Tower, M.G. Road, Gurugram - 122002

enquiry@jupitice.com
+91 78884 90649, +91 99997 17547
Call @ +91 9875910096 for Free Legal Consultation & Enquiries
CA Practice Management

CA Practice Management

Manage your jobs and clients and collaborate seamlessly.

Client Onboarding

Effortless onboarding with organized details and hierarchy management.

  • Organization Details: Manage essential organization information for smooth client onboarding.
  • Organization Hierarchy Management: Streamline your company’s structure with a clear role and reporting line management.
  • Create a Panel: Set up and manage teams, including TLs, processors, and project managers.
  • Manage Client and Staff Details: Maintain and update client and staff information.
  • Assign and Update Roles: Control access by assigning and updating user roles.
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Job Management

Simplify job management with our all-in-one dashboard for smooth creation, approval, and tracking.

  • Create New Jobs: Initiate projects effortlessly with our intuitive system.
  • Approve Jobs: Quickly review and approve job requests for streamlined workflow.
  • Track Jobs: Monitor real-time job progress to ensure deadlines are met.
  • Bulk Import Jobs: Upload and process multiple jobs quickly and easily.
  • Job Dashboard: Get an overview of all jobs with our comprehensive dashboard.
  • Auto Allocation of PMs, TLs, and Processors: Automatically assign roles for efficient management.
  • Manual Allocation of PMs, TLs, and Processors: Assign roles manually for flexibility.
  • Update Job Status: Reflect current progress and maintain accurate records.
  • Reassignment Request with Comment: Request role changes with comments for smooth transitions.
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Query Management

Optimize query handling with instant notifications and unified response management.

  • Query Notifications: Get timely alerts for new queries to stay informed.
  • View Queries: Access and review incoming queries for effective management.
  • Reply to Queries: Respond promptly within the system.
  • Raise Job Queries: Submit queries to address job-related issues.
  • Respond to Query Response: Address responses to ensure resolution.
  • Update Query Status: Track and update query progress for clear communication.
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Enhancement Management

Streamline enhancement proposals with effortless creation, tracking, and management.

  • Create / Update New Enhancements: Easily create or update enhancement requests to improve processes and systems.
  • Track Enhancement Status: Monitor the progress of each enhancement request to ensure timely implementation.
  • View Enhancement Register: Access a comprehensive enhancements register for a complete overview.
  • Notifications for Enhancements: Receive alerts for updates and changes related to enhancement requests.
  • Update Enhancement Status with Supporting Documents: Update the status of enhancements and attach relevant supporting documents for complete records.
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Rules & Policies Management

Elevate your oganization with superior rules & policies management.

  • Upload the Firm Rules & Policies: Centralize and manage your firm’s rules and policies.
  • Version Control for Rules & Policies: Track changes and manage different versions.
  • View Rules & Policies: Access and review updated rules and policies.
  • Version Tracking of Rules & Policies: Manage and oversee the history of changes.
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Credentials Management

Effortlessly protect and manage user credentials for seamless access and optimal security.

  • Submit Client Software Credentials: Quickly provide credentials for secure access.
  • Update Credentials Details and Status: Easily revise and manage credential information.
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Collaboration

Unlock seamless collaboration with our cutting-edge solutions.

  • Real-Time Text Chat: Enjoy instant, seamless text communication.
  • Scheduled and On-Demand Video/Voice Call: Set up or start video/voice calls as needed.
  • Call Transcriptions: Automatically generate and access call transcriptions.
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Client Drive

Transform your document management with client drive: secure, centralized, and effortlessly organized.

  • Upload and View Documents: Securely manage and access your documents.
  • AI-Powered Search: Quickly find documents using AI-based keyword and content search.
  • AI Q&A: Receive instant answers to document queries.
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Invoice Management

Boost your financial operations with advanced invoice management solutions.

  • View Raised Invoices: Review issued invoices and track payment status.
  • Notifications for Pending Payments: Get alerts for overdue payments.
  • Verify/Approve Payments: Confirm and approve incoming payments.
  • Raise New Invoices: Quickly create and issue new invoices.
  • Auto/Manual Allocation: Assign invoices to the accounts team automatically or manually.
  • Mark Payment as Done: Update payment statuses to reflect completion.
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Data Analytics & Reporting

Unlock insights with cutting-edge data analytics & reporting solutions.

  • Custom Reports: Generate tailored reports for precise insights.
  • Real-Time BI Dashboards: View live data and real-time insights.
  • Data Drill Down: Analyze data from summary to detailed views.
  • Global and Local Filters: Refine data with global and local filters.
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