Automated Workflow Management Software
"An inseparable part of a Practice Management Software that automates all your work processes"
Automated Workflow Management
Automate all your work processes
Automated Practice Management Software For Professionals Like CA, CS, CMA, CPA
EasyCloudBooks helps you set the Automatic Process Control System for your day-to-day practice.
Automate Recurring Services Through Scheduler
Your firm is offering many recurring services and every time you see the same things & processes happening in your office. Adapting to this Automated Workflow Management Software will help you reduce repeated efforts. This one-time exercise will make you free from manually creating projects every time.
Reduce Repeated Efforts
Automate recurring services and eliminate repetitive manual work
One-Time Setup
Configure once and let the system handle recurring project creation automatically
Time Saving
Free yourself from manually creating projects every time
Link Services To Clients
Usually professionals like CA, CS, CMA, CPA, Lawyers are doing recurring compliances for multiple clients. Using this Automated Practice Management Software, you can easily automate all recurring processes. All you have to do is just select a client and link services offered to that client and all the projects, as and when due, will be automatically created for that client.
Client-Service Linking
Simply select a client and link services offered to that client
Automatic Project Creation
Projects will be automatically created as and when due for each client
Create Your Team For Each Service
It's your firm and you know better - which team member is capable of doing which service. In this Automatic Process Control System, you just define the domain expertise of each team member, so that when a project is created, it gets automatically assigned to the right team member. This will save a lot of your time managing project assignments.
Define Domain Expertise
Assign domain expertise to each team member based on their capabilities
Automatic Assignment
Projects automatically get assigned to the right team member when created
Time Efficient
Save a lot of time managing project assignments manually
For A Better Tomorrow - Automate Today With Easycloudbooks
Start automating your practice management processes and save time while ensuring accuracy and consistency.
Why EasyCloudBooks?
Easycloudbooks Offers All Features with Unlimited User/Projects to Manage.
Quick Setup
Our simple, easy-to-use web application allows you to get setup within 30 minutes.
Pay For What You Use
Pay for what you have actually used instead of fixed yearly and monthly charges.
Quick Customer Support
You'll always be able to get a real person via phone, email or live chat.
Access. Anywhere. Anytime.
Easycloudbooks is hosted in the cloud, so you can access it from any device that is connected to the Internet.