What can we help you with?
Automate client follow-ups and document collection
Requesting the same documents and details from your clients every month? eProcessify comes with a 1-click follow-up and document collection request feature with pre-written email drafts. You can set follow-up frequency and repetition cycle to avoid forgetting important follow-ups.
Did you know?
CA office automation tools can reduce your team's stress by 35%!
Automate Recurring Task Creation and Task Assignment
Managing multiple tasks in an excel sheet is tedious, confusing, and time-consuming. Why waste time doing it manually, when you can automate task creation, task assigning, and work status updation with eProcessify.
Did you know?
Formally assigning the tasks makes employees more accountable and increases CA firm’s productivity by up to 20%!
Work together as a team not as individuals
eProcessify boosts CA office team collaboration by allowing employees to comment, tag, assign and follow up within a single platform keeping everyone on the same page. With clear and transparent communication, there is nothing that can go wrong.
Did you know?
Formal written and contextual communication boosts internal team collaboration by up to 33%!
Real-time status and actionable insights
Get a real-time bird eye view of all the ongoing, pending, and completed tasks. Just a glance at the dynamic graph and your team would know exactly what the next priority is. eProcessify helps accounting office teams prioritize work with clear intent and workload estimation.
Plan, Manage and Execute in one place
Never shoot in the dark again. Know everything happening in your office from what’s pending to what has been done, and from who executed a particular task to what is your office’s overall performance in the current month.
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
Akshay Baheti & 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