top of page

An Practice Management Software for CA and Accounting Firms that your team will use without overhead

Automate Recurring Task creation, Email Management, Automate client followups, Automate Invoice generation and make your practice run smoother

Automatic task creation with work management software for accounting firms

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.

Track all your work with easy-to-use UI

Effortlessly monitor your tasks with a user-friendly interface. Filter work by service type, team member, and custom labels to stay organized and stay on top of your team's progress.

Labels in CA Office automation

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.

send and receive email with office management software for CA
automate email reminders with practice management software for accounting firms

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.

create task from email with practice management software for accounting firms
main communication trail with practice management software

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.

collaborate with team member in office management software for CA
best workflow management software for accountants

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.

360 degree visiblity with easy to understand reports

Empowering decision makers with insightful information, reports facilitate decode complex data in organized manner. Workplace provide easy to understand completion report, workload report, etc.

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.

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.

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

features
pricing
  • How does the AI-backed OCR technology work?
    The AI-backed OCR technology works by scanning and extracting relevant information from purchase invoices, such as invoice number, total amount, vendor details, Line items and more, automating the data entry process.
  • Is the extracted data accurate and reliable?
    Yes, more than 90% of your invoices are correctly captured. But we do give easy-to-use tool that help you to verify and validate your entry.
  • Can the product be customized to suit specific business needs or integrate with our custom ERP?
    Yes, absolutely. Please contact us from https://www.eprocessify.com/contact. Our team of experts will contact you within 48 hrs.
  • Is there a learning curve for using the product?
    Our product is designed with user-friendliness in mind, with intuitive interfaces and easy-to-follow instructions, minimizing the learning curve for users.
  • How does the Capture benefit our business?
    By leveraging AI technology, businesses can streamline their purchase entry process, reduce manual workload, minimize errors, and ultimately improve efficiency and productivity.
  • What is the primary function of the Capture?
    Capture utilizes AI-backed OCR (Optical Character Recognition) technology to assist in booking purchase entries efficiently and accurately.
  • What types of invoice format is supported by Capture?
    Capture supports images and PDF formats. Even scanned or handwritten invoices works. Contact us, we are giving some invoices free to try it out.
  • Can the product handle bulk purchase entries?
    Absolutely, you have the option to upload multiple invoices simultaneously. Each invoice undergoes parallel processing, significantly expediting the purchase entry process. Capture handles 50% to 90% of the workload, leaving you with the task of manually validating and posting each entry after reviewing them individually.
  • Is the product compatible with different accounting software?
    Capture is currently compatible with Tally and Zoho Books. We are adding more.
  • Can I customize the invoices with eProcessify Invoices?
    Yes, you can personalize your invoices by adding your logo, and including or hiding specific details as per your requirements. Soon, user will able to change the color that match the brand's identity.
  • Does eProcessify Invoices support multi-currency transactions?
    Yes, it does. eProcessify Invoices Multi-Currency Invoicing feature allows you to create invoices in different currencies, making it convenient for businesses dealing with international clients.
  • What is Invoice Generator Software?
    Invoice Generator Software is a tool designed to simplify and automate the invoicing process for businesses. It allows users to create, customize, and send professional invoices quickly and efficiently.
  • Is Invoice Generator suitable for small businesses?
    Yes, eProcessify Invoices is designed to cater to the needs of businesses of all sizes. It offers user-friendly features that make it easy for small businesses to create professional invoices, track payments, and manage their finances effectively.
  • How does E-Signature work in Invoice Generator?
    E-Signature in Invoice Generator software lets you add e-signatures directly on your invoices. This feature eliminates the need for physical signatures, and saves time for you.
  • How secure is my data with eProcessify Invoices?
    eProcessify prioritizes data security. Your information is encrypted end-to-end, and the platform follows industry-standard security protocols to ensure the confidentiality and integrity of your data. Checkout our statement on https://eprocessify.com/security.
  • How does eProcessify Invoices help in payment tracking?
    Best Invoice Generator software facilitates payment tracking by providing real-time updates on the status of your invoices when your customers views or downloads the invoices. You can easily monitor payments, identify outstanding invoices, and ensure a steady cash flow for your business.
  • Can I set up recurring invoices with eProcessify Invoices?
    Absolutely! eProcessify Invoices offers a Recurring Invoices feature that enables you to set up automated billing cycles. This is particularly useful for subscription-based services or any scenario where you have regular billing cycles.
  • I will input all client details and their points of contact. How can you guarantee confidentiality?
    We take confidentiality very seriously and that's why when you register for our software, you got covered with Privacy Policy which is publicly available on https://www.eprocessify.com/privacy-policy. Moreover, We support two email provider, Google's Gmail and Microsoft's Outlook and they both have requirement to verify our Privacy Policy before giving permission to integrate with their APIs.
  • If I stops the eProcessify subscription, can I still be able to access my data?
    Yes, you can access the data for a duration of 12 months, following which all records will be permanently deleted. You have the option to export the status of all your work items into an Excel sheet and download all documents and attachments with a single click in a zip file at any time.
  • What is eProcessify Workplace and how can it help CA and accounting firms with their practice management?
    eProcessify is an advanced practice management software that integrates seamlessly with Email. It is easy-to-use software product that your team will not resist. It is designed to solve the real problems like work allocation, work tracking, client reminders for data collection, and invoice generation. This will help you to streamline your CA and accounting firm.
  • Do you provide any training to our Team?
    Certainly, we offer training for your team not only upon software purchase but also for any new members joining at any point in the future.
  • Do you charge for initial setup?
    No, setup is very easy using excel sheet and we don't charge for it.
  • And what about security?
    Please visit page https://eprocessify.com/security to know more about our statement on security.
  • How eProcessify Workplace is different from other Practice Management Software?
    eProcessify, is first work + email office management software for CA and accounting firms. It solves real team and client communication issues within your organization. It also helps you to effortlessly maintain email communication trail and enables workflow automation. It provides your team a comprehensive guidelines or SOP to follow in case of Audit.
  • Can I invite my client to use eProcessify Workplace to upload documents?
    Yes, you can invite your client's team as a guest in eProcessify. They will able to track the progress of ongoing work, upload documents and can also communicate with your team.
  • How can I add more than 100 clients in bulk during initial setup?
    eProcessify Workplace provides you excel sheet where you can add all your clients and mention the services applicable to them. Once you import the excel sheet, it will create all clients and work items applicable for that client. Checkout sample setup excel sheet here.
  • What is Template and Checklist in eProcessify Workplace?
    Template is your Standard Operating Procedure (SOP) in eProcessify Workplace. From Template, you can create multiple instances for each client called Checklist.
  • Can I assign multiple team members to a checklist?
    Yes, you can easily assign one or more team members to the task. Checkout following:
  • If i delete the email from eProcessify Workplace, will it be deleted from Gmail/Outlook?
    No, it will not be deleted from Gmail/Outlook.
  • Which email provider does eProcessify Workplace support?
    eProcessify Workplace currently supports GMail and Outlook.
  • Does eProcessify Workplace integrate with our existing email, or does it provide a new email system altogether?
    eProcessify Workplace is designed to integrate seamlessly with your existing email system, rather than replacing it entirely. This means that you can keep using the email service that you’re already familiar with, while benefitting from the additional functionality provided by eProcessify Workplace.
  • Can I integrate my personal email with eProcessify Workplace?
    While integration is possible, we do not advise connecting personal email accounts with eProcessify Workplace. The platform is specifically designed for team email communication. For personal emails, it is recommended to continue using your email provider.
  • Can my team be able to both send and receive email if I integrate my email with eProcessify Workplace?
    Yes, your team will able to both send and receive email from eProcessify Workplace once integrated.
  • Can I create the task from received email?
    Yes, you can create the task from received email and formally assign it to team members and can also set due date.
  • How many support/team email can I add?
    You can add one support email with Premium plan. But you can add more support email at extra cost of 1000 INR/email/year.
  • What benefits Email Management offers in eProcessify Workplace?
    Email Management functionality is useful when you have one common Support/Team email among all your staff to communicate with client. If you also have similar setup of common team email, then you must be aware of following problems: - Mails are often overlooked by your team members - No way to formally assign the email to your team member - Each member sees emails from all clients, creating additional distractions, and often leading to the oversight of important emails. - Team members sent an email, but there is no way to determine who has send the email. - No way to maintain communication trail of any work item All above problems are solved with Email Management feature of eProcessify Workplace.
  • If I integrate my Gmail/Outlook/GSuite/Outlook365 email with eProcessify Workplace, will I continue to access all received emails from GMail/Outlook/GSuite/Outlook365?
    Yes, your all emails are accessible from Gmail/Outlook/Gsuite/Outlook365. Your Master Inbox should be accessible only to you and your key staff members. Rest of the members should use eProcessify Inbox to send an receive email.

Reduce work stress and increase office productivity with 
the eProcessify Accounting Practice Management Software.

FAQs

WHAT OUR CLIENTS SAY

testimonials

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

CA office automation

Elevate your accounting practice today

bottom of page