CA Practice Management

Power your practice, impress your clients, and achieve more with less effort.

Simplify the way you manage clients, track jobs, and meet deadlines with ease. This all-in-one platform helps your team stay organized, collaborate seamlessly, and boost productivity—so you can focus on delivering exceptional service. Stay on top of every task and grow your practice with confidence.

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.

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.

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.

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.

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.

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.

Communication and Collaboration

Unlock seamless communication and 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.

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.

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.

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.