Practice management software for audit firms. Allows you to manage your practice on a single platform with features for compliance management, client portals, and analytics. Integrates with essential tools.
Features
Client Portal
A dedicated area where clients can access necessary documents, communicate securely, and track progress.
Analytics
Offers a comprehensive view with actionable insights across the firm, helping to make informed decisions based on real-time data.
Tool Integration
Facilitates easy integration with essential tools, ensuring smooth workflows and consolidated data management in one unified platform.
Add Unlimited Clients
Allows you to add as many clients as you need to manage your workflow efficiently.
Task Management
Provides tools to create, assign, and manage tasks within your team.
Attendance and Leaves
Enables tracking of your team's attendance and leave requests.
Billing and Invoicing
Facilitates seamless billing and invoicing for your services.
Onboarding Support
Provides assistance and support during the setup and onboarding process.
5 GB of Cloud Storage
Offers 5 GB of cloud storage to store and manage your files securely.
Practice Management Tools
Innovative tools that streamline daily operations for audit firms, allowing Chartered Accountants to simplify their workflows and improve client service.
Compliance Tracking
Robust features designed to manage and track compliance issues for audit firms, ensuring smooth and reliable operations.
Bookkeeping Solutions
Tools that help in efficient bookkeeping, enabling audit firms to focus on delivering exceptional client value.
Practice Management Tools
Provides tools for practice management tailored for Chartered Accountants and other professionals.
Task Tracking
Includes features that assist in tracking and managing tasks efficiently.
Compliance Solutions
Offers compliance solutions specifically designed for accounting professionals.
Centralized Practice Management
Manage your entire CA practice from a single platform, streamlining workflow and documentation processes.
Client Portal
Create a seamless communication channel with clients where they can upload documents and track progress.
Analytics
Gain actionable insights into your firm's performance and client data through detailed analytics.
Tool Integration
Easily integrate other essential tools and softwares for a cohesive workflow experience.
Run your CA Practice in a single platform
Manage clients, tasks, and compliance in one integrated platform, streamlining your practice management.
Client Portal
Offers a dedicated portal for clients to interact, access documents, and manage their financial data securely.
Analytics for Actionable Insights
Provides tools for analyzing data across your firm to obtain actionable insights, helping to improve decision-making.
Tool Integration
Easily integrates with other essential tools to enhance productivity and streamline workflows.
Questions & Answers
Facilitates secure, structured communication with clients and colleagues.
Client Portal
A centralized portal where clients can access their documents, communication, and project updates.
Analytics Dashboard
Provides actionable insights across the firm using comprehensive analytics to drive performance.
Tool Integration
Facilitates easy integration with essential tools to streamline workflow processes.
Client Portal
Offers a centralized client portal where clients can access documents, invoices, and communicate directly with accountants.
Analytics
Provides actionable insights with analytics to help firms understand and improve their performance.
Tool Integration
Easily integrates with essential tools, allowing you to streamline processes and increase efficiency.