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Plan, Manage and Get organized

Are you still using Excel sheets for your daily operations? It's time to say goodbye to Excel sheets and hello to eProcessify Workplace.

Time saving templates

If you want to grow, you have to have a common system for work in place. Without that, it is next to impossible to grow. That is what checklist templates do. Checklist templates provide a common framework for your team under which they have to work. We as the Best CA office management software, provide ready-made templates for your regular work like Audit, GSTR3B, GSTR1, etc. to get you started quickly in no time. You can also create your own template if needed.

  • Automate Process

  • Minimize repetition

  • Streamline workflow

Templates

More than task : Comprehensive guided checklist

You can create the checklist from checklist template which can act as a guideline for your team. Moreover, within each checklist, you can collaborate with your team members with notes, add attachments, and apply labels based on your work processes.

  • Task management

  • Work transparency

Checklist

  Always happy and satisfied clients  

Being punctual and completing work before the deadline makes you trustworthy, and productivity of work increases by 10x. The accounting firm management software allows you to incorporate various custom fields tailored to specific clients. 

  • Managing multiple clients

  • Personalized client support

  • Achieving deadlines with ease

Emails and work items go hand in hand

By utilizing our workplace management software, we ensure that customer emails are not missed or ignored, as they are directed to the relevant person or team.

  • Automated followup

  • No email will go unnoticed.

  • Flexible email organization.

Clients
Emails

Team members who finds joy and satisfaction in their work

By automating low-value tasks and maintaining all work in one place you are giving value to your team members and reducing their work load, thus team member finds happiness in working with you

  • Organized task

  • Reducing  workload

  • Streamline low priority tasks

Members
Labels

Make your work status meaningful with labels

Work status can be meaningful with customized labels. Labels provide that extra layer of information as per the work processes. Moreover, you can automate applying and removing labels.

  • Categorize tasks using labels.​

  • Customized labels

Automate your low value task

You can automate your low-value task such as followups, writing repetitive emails every month, maintaining audit trail, recurring task creation and Invoice generation.

best workflow management software for accountants

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 CA office management software (eProcessify) we can automate

  • Automate data collection and file storage

  • Automate checklist creation

  • Automate followup

  • Automate reminders

  • Task automation

  • Email automation

  • Followup Automation

Automtion

Stay relaxed with reminders

Reminders enhance organization and minimize forgetfullness, ensuring important tasks are not missed or no last-minute stress

workspace management software
  • Automated task reminders
  • Be Stressfree with deadlines
Reminders

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.

  • Indepth report
  • Trace work status of each client 
Reports
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