Features

To Automate All Your Work Processes

Dashboard

Dashboard - your practice manager

manage your workflow through your Dashboard.

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Automated Workflow

Automated Workflow

A system that works not only Automatically but also Timely & Exactly just as you want.

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Client Manager

Client Manager

Data Management System that automatically organizes all the important client data in one central location.

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Project Management

Project Management

All your firm’s projects are visible and notified to you along with their to-date work status.

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Time & Expense

Time & Expense Tracking System

All your firm’s projects are visible and notified to you along with their to-date work status.

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Automated Scheduler

Automated Scheduler System

Scheduler takes care of each and every recurring task and so nothing is, never missed out.

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Staff Management

Add Or Remove Users Easily

No worries in adding/removing users of your team, using this Process Management System.

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Automatic Invoicing

Automatic Invoicing System

Professional tax invoices are automatically generated & also mailed to clients as soon as the project is triggered as finish .

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Manage Document

Easy Document Management

Upload, tag, search or archive any file, anytime, anywhere. To be able to access the document, when needed matters a lot .

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Reminders

Automated Reminders

Automated SMS and Emails are timely dispatched to your clients, thereby reducing your repeated efforts of follow-ups with full assurance that nothing is left out.

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Your Reports

Customize Your Reports

Specialized software that designs financial reports, project reports, performance reports as per your needs.

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Custom Fields

Custom Fields

Customize fields so as to create a powerful database for your firm.

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Client Collaboration

Secure Client Collaboration

Client Portal which allows them to access their documents through their own Login ID.

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Online Payment

Accept Payment Online

Payment for billed tasks can be collected online in a safe & secure way. In addition , You can get payment updates and maintain an online outstanding register.

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