eProcessify

What Is eProcessify?

eProcessify is a CA office automation software that helps accounting firms and CA firms manage their office processes efficiently. It streamlines and automates client follow-up, data collection, and maintaining work status. eProcessify also helps teams collaborate effectively and provides 360-degree visibility of work status. This can save time and money by letting your employees work more efficiently and effectively.

What are the Benefits of Using eProcessify?

Automate Client Follow-up Reminders

Automate your client follow-ups with CA office management software. Many businesses today struggle to keep up with the demand for client follow-up. It can be challenging to follow up with clients while busy at work, primarily serving many clients. Automating client follow-up reminders with CA office management software can help take some of the pressure off and ensure that your clients are always being cared for.

With CA office management software, you can create custom automated reminders to follow up with your clients. The software can help track when each client was last contacted and automatically send out reminder emails. This can be a great way to ensure that you never lose touch with a client and keep your business organized and running smoothly.

Automate Data Collection

One of the most significant advantages of using CA office management software is automating data collection. The data sent by email are directly received within the task. This means that you can collect and track data efficiently.

360-Degree Visibility of Office Activity

One of the most significant advantages of CA office management software is the 360-degree visibility into office activities. This allows managers to have a clear understanding of what is happening in the office at any given time and identify potential bottlenecks or areas for improvement. With this information at their fingertips, managers can make informed decisions and ensure that the office runs as efficiently as possible.

Team Collaboration

CA Office automation can also help improve communication between staff members, boosting productivity and reducing the risk of mistakes. Staff can easily track who is doing what and when tasks need to be completed by sharing documents and files. This can also help prevent duplication of work, as everyone will have access to the latest information.

Easy-to-Understand Reports

Reports are an essential part of any office management software. They summarise the work done and help identify areas that need improvement. However, many reporting tools are challenging to understand, especially those unfamiliar with technology. Fortunately, reports generated by CA office management software are easy to understand. The software includes a variety of pre-defined reports. This makes it easy to get the information you need, whether looking at your firm's overall performance or specific service.

Audit Trail

One of the features that CA office management software offers is an audit trail. This feature allows for tracking changes in the system and who made them. This can help track down any errors that may have been made or in determining who is responsible for a particular change.

Password Management

eProcessify provides a chrome extension that enables you to directly auto-fill the password at GST, RERA, and Income Tax websites without needing to type the password. It saves a lot of time. Furthermore, you can update the password in eProcessify directly from Chrome.

Modules of eProcessify Software

• Checklist Management: In eProcessify, every job is a checklist, which helps manage your work and keep track of what still needs to be done. You can also create custom checklists for specific tasks or projects and share them with other team members.
• Task Management: eProcessify also includes powerful task management features, so you can keep track of everything that needs to be done. You can create tasks, set deadlines, and assign them to other team members.
• Dashboard: eProcessify is a one-page dashboard with everything you will ever need for task management.
• Reporting: eProcessify provides a summary of the work that has been done. It includes a completion report, workload report, follow-up report, and email report.
• Password Management: eProcessify chrome extension saves time by auto-filling GST and income tax website passwords
• Automation: CA office management software automates client follow-up reminders, data collection, checklist creation, and assignment.
• Audit Trail: Keep track of everything in your office with the eProcessify activity log. It records all the changes made to your checklists, tasks, and other data, so you can see who did what and when.

Why Use eProcessify?

eProcessify is a CA office management software that is exceptional and easy to use. It is designed especially for non-tech users, and it helps CA firms manage their day-to-day operations efficiently. eProcessify has everything you need to streamline your CA practice, from automating office tasks to managing client information.

With eProcessify:

• Automate office tasks such as client-follow-up reminders, data collection, task creation, and task assignment.
• Manage client information and communication
• Generate reports on office performance

eProcessify is the perfect solution for businesses looking to improve their CA office automation.

How Does eProcessify work?

The latest version of eProcessify is primarily used for managing CA office tasks. eProcessify can be easily integrated with your existing systems to ensure a smooth workflow. It has an intuitive interface and is simple to use. For more information, you can book an online eProcessify demo at Techjockey.com.

How to Use eProcessify?

Get started with eProcessify in 5 simple steps:

Step 1: Buy the eProcessify installation key from techjockey.com

Step 2: Directly login through the official website

Step 3: Sign up & create your account.

Step 4: Add users & assign permissions

Step 5: Get started with eProcessify

What is the price of eProcessify?

eProcessify price starts from Rs. 8850 at techjockey.com.

The price may vary based on factors like customization, additional features required, number of users, and the deployment type. For subscription-related details and offers on premium packages, please request a call back from our product experts.