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Why has CA office management software has become the need of the hour?

Some basic management questions come into every CA’s mind. How will I keep track of every running service of my firm? How will I know which employee is working on which service? How will all the work be completed within the legal due date, considering the penal provisions? How should the cost of each service be determined? How will I collect all the dues timely? Not just these, there are many more management-related questions that crop up in the mind of a CA.


The services provided by a CA firm are huge. Suppose, you are a CA Firm with 20 members consisting of 4 CA Partners, 4 Paid Staff, 10 articles, and 2 office boys.


Now let's see the services which any CA firm of the same size normally provides in a Year:

​Service Name

​No. of Clients

​Frequency

Total No. of Services

​GST Related Services:-


​GSTR 3B





200





Every Month

200 Clients * 12 Months​


2400





GSTR1 - Monthly





100





Every Month

100 Clients * 12 Months


1200​





GSTR1 - Quarterly





100





Every Quarter

100 Clients * 4 Quarters


400​





CMP-08 - Quarterly





20





Every Quarter

20 Clients * 4 Quarters


80​





GSTR9 - Annual





150





Every Year

150 Clients



150​





GSTR 9C





100





Every Year

100 Clients



100​

​GSTR Registrations, Consultancy, Refunds, and Others





100





One Time





100​

​Sub Total (A)

4430

​Income Tax Related Services:-


Inome Tax Returns





1000





Every Year




1000

Tax Audits

100

Annual

100





TDS Return Filings





100





Every Quarter

100 Clients * 4 Quarters


400​

Income Tax Refund, or Demand Matters, PAN & TAN Registrations​




100




One Time




100

Scrutiny Assessments, Income Tax Consultancy & Other Matters




100




One Time




100

Sub Total (B)

1700

Accounting Services:-


​Monthly Accounting





50





Every Month

50 Clients * 12 Months​


600





Quarterly Accounting





50





Every Quarter

50 Clients * 4 Quarters


200​

Annual Accounting

100

Annual

100

Sub Total (C)

900

Companies Act Related Services:-


​Companies Act Audit





50





Annual




50




ROC Compliance




200



Annual &

One Time




200

Certification and Other Act Services Like PF, ESIC, etc. (E)







200





200

Grand Total (A+B+C+D+E)


7490

Annually, a CA firm has to provide roughly 7500 services to its clients which is a huge number. Carrying out these many services without the help of technology makes it even more cumbersome.

A CA can easily manage his daily tasks by using the CA office management system. It is full-fledged office automation software which improves the effectiveness of the work and saves time. eProcessify helps you manage your day-to-day operations seamlessly at an affordable price.

How to keep things organized?

  • Keep Track of all the Services in one Collaborative Space A CA firm runs with strict legal deadlines which makes it vital to keep a record of pending tasks, running tasks, and completed tasks. The progress of each task should be monitored to assign work to employees and achieve targets on time. This tedious task can be made easy by office management software.

  • Make your workforce your biggest Asset Optimally utilize your workforce to ensure no employee is overburdened or no one is sitting idle. Keep track of which employee is working for which service.

  • Keep track of the Cost The cost of a service is the total time taken to complete each task clubbed with the salary of the employee doing that task. Costs help in ascertaining the profits. Employees should be asked to punch in the timesheet against each task to ascertain the cost of service.

  • Keep regular communication with Clients It is important to be in regular touch with clients to ensure timely receivables and long-term business. Clients should be communicated about undue bills receivable, information or document pending at their end, and timely updates on the task.

  • Use office management software to manage all the activities of the office Factors like multiple clients, heavy documentation, workload, strict legal deadlines, penalty provisions, etc. lead to mismanagement at CA firms. Technology comes to the rescue as a CA work management software assists in conducting everyday operations and administrative activities.


Features of CA office Management software

  • Automate Document Collection

Automate Data Collection
Automate Data Collection

It helps to reduce a cluttered inbox, improve file structure and organization, manage requests for documents by providing timely reminders about what needs to be provided, and improve workflows for approving client documents. This tool is designed to streamline the collection of supporting documents, manage client documents, keep your data safe, reduce handling errors, and improve overall productivity.

  • Automate Recurring Tasks

Automate Recurring Task
Automate Recurring Task

It helps in designing a complex series of tasks much simpler and allows you to multitask and manage several projects at the same time. It reduces manual handling of simple or complex tasks, reduces errors, improves visibility, employee satisfaction, better workload management, and reduced approval cycles.

  • Keeping track of the Deadline The software assists the users in reaching goals, setting reminders, and meeting deadlines. It improves collaboration and enhances the performance of the user enterprises or firms.

  • Improve Team Collaboration Office management software enhances team collaboration and work coordination which boosts work quality and overall productivity. By combining various tools, you can assign and prioritize tasks, allocate time for each task, store data, communicate and collaborate with team members, and ask for work reports and analytics.

  • Have your entire team on the same page The management software helps users to track various services/tasks and monitor the team management of such tasks. Every team member can have an idea of the real-time status of the task as saving and sharing task-related information on software is easy. This keeps the entire team on the same page without any avoiding miscommunication and mismanagement.

  • Create standard operating procedures and save time Appropriate and effective management of SOPs is imperative as it helps to maximize efficiency and safety. SOPs assure compliance, help companies to reach their goals faster, and save time and money at the same time.

  • Save all your Client data in one place The office management software is built around a centralized client database that helps Chartered Accountants to serve the needs of the clients and manage their practice. It maintains every detail related to the clients including their passwords, documents, any other data shared by the client.

  • Create templates and forms The CA management software has ready-made templates and forms that help you run campaigns and send communication to clients.


Conclusion One cannot stress enough the point that CA office management software has become the need of the hour to make your daily operational activities move smoothly. eProcessify is one such platform where all the tools are integrated that allows you to have complete control over the processes. This software will help you to organize work, meet crazy deadlines, get work done in less time, and increase overall productivity.

Losing nights sleep managing client's auditing and accounting work?

Get in touch with eProcessify experts to understand how CA office Automation can work wonders for you and your employees. Our goal is to help you succeed by automating redundant recurring CA office. tasks.