eProcessify is a CA office automation tool for Chartered Accountants and Accounting firms
Automate Recurring Task creation, Automate client followups, Automate Invoice generation and make your practice run smoother
Integrates task and billing seamlessly
eProcessify is an integrated system that automatically generate invoices as soon as your team complete a task. All you have to do is specify the rules of generating an invoice.
Workplace Features
Checklist
An Workplace app helps your team perform task and get it done as per the checklist
Notes
Take your important notes or receive important email related to work as note in same thread
Automation Rules
Though eProcessify provides pre-defined automation rules, you can configure as per your requirements.
Custom Fields
Add Custom Fields of the client. Custom fields can be text, image/document or passwords.
Assign checklist
Assigning checklist and task have never been so easy. No need to call team for planning.
Attachments
Upload attachments manually or automatically upload attachment directly from mail.
Reports
Stop chasing your team for work status. Have detailed status any time with just few clicks!
Email Tracking
All follow-up emails sent are tracked so you know when it was opened and how many times
Checker
Improves productivity by streamlining the checker & maker process.
Mention
Team member not around when you have some query? No issues, just mention him in note
Activity Feed
Know who does what and when. Keep audit trail so your team will be accountable for the work they did.
Password extension
Smart password chrome extension helps you populate username and password within GST and IT login page itself.
Email Schedulers
Ensures that you have strong follow-up system in place by sending timely reminders
Labels
Provides extra layer of information by creating labels as per your work process
Notification
Get important notification of the work which are assigned to you. It helps team member to stay up to date.
GMail Addon
GMail Addon allows you to assign email to the checklist. Email added as a notes while attachments are uploaded.
Invoices Features
Auto-generate Invoice
Invoices works seamlessly with Workplace. It auto-generates invoices based on rules mentioned in Workplace app.
Payment Receipts
Send payment receipts when you add payment against invoices raised. Client also receives magic link to invoice.
Create Invoice
Elegant, Professional Invoices with eProcessify Invoices. Creating professional looking invoices is quick and easy.
Invoice Stats
Know how much invoice is raised and how much collected monthly and take informed decisions to increase profit.
Customize and Send
Customize email using the tags like due date, due amount, client name, etc. and send it to the clients from Invoices
Overdue Invoices
Easily check stats of due invoices and find out what needs to do to collect money faster
Track Invoices
Track invoices if it is in DRAFT, SENT, VIEWED, DOWNLOADED, PARTIAL and PAID.
Followup Reminders
Automate followup reminders. You can customize followup email frequency based on due date
Reduce work stress and increase office productivity with
the eProcessify Accounting Practice Management Software.
One tool to empower your whole team!
200+
Monthly working hours saved
75000+
Checklists executed
25000+ INR
Monthly cost saved
* Number depicted for an organization with 10+ employees
TRUSTED BY CA AND ACCOUNTING INDUSTRY PEERS
Phillipos & Co.,
Bangalore
PGMJ & Associates,
Pune
Girish Shah & Associates,
Mumbai
D.P. Shewale & Co. LLP,
Pune
Rushab R. Jain & Co.,
Pune
WHAT OUR CLIENTS SAY
I was looking for a way to try and automate following up with customers. Something that would come across as being more personal, rather than just sending out an email or trying to think of the right thing to say during a phone call. eProcessify met this need perfectly! It is so simple to work with and I've already seen results from using it too. Thank you eProcessify for helping me provide better customer service!!
- D. P. Shewale & Co. LLP, Pune
It helps me manage my day to day operations and provided platform for my employees to share information and discuss work. Moreover, it saves my staff's time in following up with client and is of great help to receive the data on time from client. It is for sure helping me manage my resources properly.
- Girish Shah & Associates, Mumbai
What I like most with eProcessify is that it is very easy to use and so it is very much accepted by the team. It has literally changed the way we used to manage the work. And importantly they provide best support whenever there is any issue or questions we have.
- PGMJ & Associates, Pune
ALL IT TAKES IS COUPLE OF MINUTES
3-simple steps towards a perfect work-life balance
