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

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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. 

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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

easy setup for ca office management software

LET US HELP YOU TO SET IT UP