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Client Management
Organize and maintain detailed client information, ensuring seamless communication and efficient client service.
Project/Task Management
Plan, assign, and monitor tasks or projects for streamlined execution and tracking.
Transaction Management
Track and manage financial transactions efficiently, ensuring accurate record-keeping.
Document Management
Store, manage, and share documents securely in one centralized location.
Team/Staff Management
Manage your team with tools to track roles, tasks, performance, and communication.
Time & Expenses Management
Monitor time spent on tasks and projects and track expenses for effective billing and budgeting.
Credential Management
Securely manage credentials and access for staff and clients.
TAG Management
Use tags for categorization and better organization of projects, tasks, or clients.
Payment Gateway
Enable online payments for your clients through integrated payment gateway solutions.
Auto Billing Management
Automate billing processes to save time and reduce manual errors.
Tally Integration
Sync with Tally for streamlined accounting and financial management.
Access Role Management
Define roles and permissions for staff, ensuring controlled and secure access.
Security & Restrictions
Implement robust security measures to protect data and define access restrictions as needed.
Workflow Automation
Automate routine workflows to improve efficiency and reduce manual intervention.
Client Login
Allow clients to log in and access their specific data, invoices, or tasks.
Email Inbox Management
Manage and organize emails related to clients and projects directly from the platform.
Reminders & Due Date Management
Set automated reminders and track due dates to ensure timely task completion and follow-ups.
WhatsApp API Integration
Communicate with clients or send notifications via WhatsApp using API integration.
Custom Fields and Custom Files
Add custom fields and attach files specific to your business needs for tailored data management.
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Brand Name | EasyCloudBooks |
Information | Cloud based software for Professionals like CAs, CSs, CMA etc to make Paperless offices. |
Founded Year | 2015 |
Director/Founders | Vinod Pahilwani |
Company Size | 1-100 Employees |
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