Automate Recurring Task Creation
Automatic recurring task creation for accounting firms never lets you forget any task and streamlines repetitive tasks. With this capability, the practice management software for accouting firms can automatically generate and assign recurring tasks based on a predefined schedule. These tasks can include monthly bookkeeping, quarterly financial reporting, tax filings, and more.
Make work status meaningful with labels
Labels in a practice management software for accounting firms are a versatile tool that empowers teams to organize and categorize tasks effectively. Much like organizing files in physical folders, labels allow you to tag and group tasks based on specific criteria, making it easier to locate, prioritize, and manage them efficiently. You can filter the task by labels giving you clear visibility of work status.
Send and Receive Emails directly from Task
With this capability, team members can access and manage emails directly from eProcessify, an practice management software for accounting firms, eliminating the need to switch between multiple applications. It centralizes all relevant information, ensuring that important emails related to specific tasks are readily available for reference. Furthermore, this feature enables seamless collaboration, as team members can easily share emails and updates within the context of a task.
Automate Email reminders
eProcessify, a practice management software for accounting firms offers you the ability to automate email reminders for various essential tasks whether it's data collection, timely tax payment reminders, or addressing client queries. Clients will appreciate the timely and proactive communication, strengthening their trust in your services. Moreover, your team will save valuable time, which can now be invested in value-added tasks.
Create Task from Email
Emails are seamlessly integrated into our practice management software for accounting firm, eProcessify allows you to effortlessly convert important emails into actionable to-do items, directly from your inbox. No longer do you have to manually transfer information from emails to task lists. By leveraging this feature your accounting firm can increase team's productivity, and improve client response times.
Effortlessly maintain communication trail of any task
Maintaining a clear and organized communication trail is essential for accounting firms to stay on top of their tasks and ensure everyone is informed about important updates. Our integrated practice management software for accounting firms captures all communication related to a task, including emails, comments, and attachments, in one centralized location.
Add Comments, Mention Team member & receive reply directly from Notification mail
Your team members can communicate internally using the comments on the task. They can mention team members and when another team member will be notified using email, they just have to reply to the email to give a response to his comment.
Automate your workflow
You hire people for their skills and not to perform low value work like chasing clients for data, creating spreadsheets of task, and maintaining work status. Automate so your team can give more time for your customers. With the help of Best practice management software for accounting firm, you can configure automating changing work status, applying or removing labels and assigning task.
All your actionables at one place
Efficiently manage and organize all your tasks and action items in a centralized hub with Practice Management Software for CA and Accounting firms. With our platform, you can conveniently access and track all your actionables in one place, streamlining your workflow for enhanced productivity and clarity.
Efficiently handle day to day activities of your accounting practice
Simplify your workload and achieve a peaceful life with our easy to use app.
Work management
It provides a user-friendly interface to access and utilize various features, allowing users to efficiently organize tasks, track progress, and collaborate seamlessly.
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Email management
Advanced email management ensures targeted communication by automatically routing specific messages to the right recipients, streamlining collaboration and maximizing efficiency.
Workflow automation
Transform your CA office with efficient workflow automation software, simplifying processes and boosting productivity with ease.
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Centralize knowledge
Stay informed about the status of every job within your entire team through a centralized and reliable source of information.
Team collaboration
Bring your team together in a single platform where they can collaborate on email, tasks, clients, and work seamlessly.
Client Management
Effortlessly monitor your firm's interactions, master documents, work documents of each client and ensure the delivery of the exceptional service.
STANDARD
₹100
/month/user billed annually
Work Management
Unlimited work items
Workflow automation
Activity Log
Customized Label
Predefined work templates
Centralize knowledge base
Client Management
Unlimited clients
Custom fields of clients
Password Management
Client contact directory
Email Management
1 support email
Send Email
Automated Email reminders
Email communication trail
Receive Email
Virtual Email Inbox
Create Task from Email
Document Management
Unlimited storage
Client Master Documents
1-click download of all documents zip
Support
Free Setup support
Free Training for your Team
Call and Email support
PREMIUM
₹150
/month/user billed annually
Work Management
Unlimited work items
Workflow automation
Activity Log
Customized Label
Predefined work templates
Centralize knowledge base
Client Management
Unlimited clients
Custom fields of clients
Password Management
Client contact directory
Email Management
1 support email
Send Email
Automated client reminders
Email communication trail
Receive Email
Virtual Email Inbox
Create Task from Email
Document Management
Unlimited storage
Client Master Documents
1-click download of all documents zip
Support
Free Setup support
Free Training for your Team
Call and Email support
Pricing
Reduce work stress and increase office productivity with
the eProcessify Accounting Practice Management Software.
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
Phillipos & Co.,
Bangalore
Shah Vishal & Associates,
Ahmedabad
Girish Shah & Associates,
Mumbai
D.P. Shewale & Co. LLP,
Pune
Rushab R. Jain & Co.,
Pune
EASY SETUP
