To Automate All Your Work Processes
Workflow software that helps you customize your dashboard information for metrics that matter.
A system that works not only Automatically but also Timely & Exactly just as you want.
Data Management System that automatically organizes all the important client data in one central location.
All your firm’s projects are visible and notified to you along with their to-date work status.
Scheduler takes care of each and every recurring task and so nothing is, never missed out.
No worries in adding/removing users of your team, using this Process Management System.
Professional tax invoices are automatically generated & also mailed to clients as soon as the project is triggered as finish.
Upload, tag, search or archive any file, anytime, anywhere. To be able to access the document, when needed matters a lot.
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.
Customize fields so as to create a powerful database for your firm.
Client Portal which allows them to access their documents through their own Login ID.
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.