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.
An Workplace app helps your team perform task and get it done as per the checklist
Take your important notes or receive important email related to work as note in same thread
Though eProcessify provides pre-defined automation rules, you can configure as per your requirements.
Add Custom Fields of the client. Custom fields can be text, image/document or passwords.
Assigning checklist and task have never been so easy. No need to call team for planning.
Upload attachments manually or automatically upload attachment directly from mail.
Stop chasing your team for work status. Have detailed status any time with just few clicks!
All follow-up emails sent are tracked so you know when it was opened and how many times
Improves productivity by streamlining the checker & maker process.
Team member not around when you have some query? No issues, just mention him in note
Know who does what and when. Keep audit trail so your team will be accountable for the work they did.
Smart password chrome extension helps you populate username and password within GST and IT login page itself.
Ensures that you have strong follow-up system in place by sending timely reminders
Provides extra layer of information by creating labels as per your work process
Get important notification of the work which are assigned to you. It helps team member to stay up to date.
GMail Addon allows you to assign email to the checklist. Email added as a notes while attachments are uploaded.
Invoices works seamlessly with Workplace. It auto-generates invoices based on rules mentioned in Workplace app.
Send payment receipts when you add payment against invoices raised. Client also receives magic link to invoice.
Elegant, Professional Invoices with eProcessify Invoices. Creating professional looking invoices is quick and easy.
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
Easily check stats of due invoices and find out what needs to do to collect money faster
Track invoices if it is in DRAFT, SENT, VIEWED, DOWNLOADED, PARTIAL and PAID.
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!
Monthly working hours saved
Monthly cost saved
* Number depicted for an organization with 10+ employees
TRUSTED BY CA AND ACCOUNTING INDUSTRY PEERS
Phillipos & Co.,
PGMJ & Associates,
Girish Shah & Associates,
D.P. Shewale & Co. LLP,
Rushab R. Jain & Co.,
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