CA-SUITE
A chartered accountant’s office is likely to be filled with critical documents such as client data, invoices, contact lists, articles, and employee information. Managing so many things is undoubtedly challenging and time-consuming. Isn’t it preferable if all of this could be automated and accessed with a single mouse click?
Yes, it’s feasible! EFFTABS CA Suite is a one-of-a-kind piece of software designed specifically for chartered accountants.
Whether you’re a single person or a large corporation, EFFTABS CA Suite can help you save time and money. EFFTABS CA Suite – Office Management Software for Chartered Accountants – includes a comprehensive set of features to meet all of your professional needs. The nicest thing about EFFTABS CA Suite is that you may use it from any PC, laptop, or even your smartphone! Connect to the Internet, set up an account, and get to work. That’s all there is to it.
More Information
It is critical for any financial firm’s data to be categorised, organised, and accessible at all times and from any location. A Chartered Accountant’s ability to work requires access to accurate data. EFFTABS CA-SUITE (CA Automation software) is built specifically for chartered accountants’ needs.
CA Automation software, such as EFFTABS (CA-SUITE), is a 21st-century technology that offers various benefits to CAs.
It allows them to keep track of all of the processes that take place in their office. It not only makes their work easier, but it also functions as a customer relationship manager for them. Above importantly, CAs no longer have to waste time on monotonous chores thanks to CA-SUITE (CA Automation software). It eliminates the possibility of human error, which is critical for a CPA firm, and it works considerably faster than a human.
Accountants and their clients could lose money if they make mistakes in this field.
Switch to a less obtrusive CRM that fully fulfils your accounting objectives!
CA-SUITE Modules and Features:
- User-friendly interface
- Role-based dashboards
- Multi-user logins with role authorisation
- Effective team and client management
- Accounting and financial reporting
- Paperless task tracking through checklists
- Employee based performance charts
- Easy recurring and bulk task creation
- Allocate and monitor employee workload
- Leave management
- Smart calculation of billable working hours
- Receipt management
- Manage Digital signature
- Inward/Outward register
- Online document storage
- In-built messenger for entire team updation
- Smart To-Do List
- Budget-friendly user packages
- Try before you buy