RizeCRM CA Automation Software

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Chartered Accountant is a responsible profession. You need to acquire the art of embracing challenges, be a good time manager to combat all deadlines with ease, meet client’s requirements and definitely stand as a trustworthy source. You may be a lonesome accountant or have an organized team of accounting assistants, a perfect documentation is a basic need.

CLIENT PORTAL

Client portal is a feature wherein all client information i.e. contacts, bank details, investments, tax returns as well as sensitive information are securely stored together

COMMUNICATION

It is an integrated communication system that stores all client emails, messages and conversation exchanges in one place, to facilitate one click access to information.

TASK AUTOMATION

Instead of manually spending time sending clients reminders, due dates, emails etc., you can use CAA to automate these routine, mundane tasks and save your time and effort.

DETAILED WORK STATUS

CA Automation software is designed to give in detail status of each client’s account and attaches relevant documents systematically.

INVOICE MANAGEMENT

CA software does complete invoice management by producing payment bills, costing, cash expenses etc.

INVENTORY MANAGEMENT

Automation software is well equipped in tracking customer accounts inventory and inform according to the requirements

REPORT

CA software generates automated results containing party-wise, fee-wise, ledger reports and detailed summary of each client.

CLIENT LOGIN MANAGEMENT

With software, you can create separate login account your clients where they can submit documents and track their work progress.

MINIMIZED PAPER WORK

CA Automation software consolidates all important documents in system, it eliminates paper work in office to a large extent.

DATA SECURITY

The Software comes with a robust data backup & data encryption system which ensures 99.99% data security.

EASY ACCESS

CA Automation is web-based system where you can access your work from anywhere.

ROLE MANAGEMENT

Easy hierarchy management is possible where you can customize access according to employee’s designation & data relevance

AVOIDS DUPLICATION

CA Automation software is active in catching duplication of files in database, hence it avoids clutter of similar documents.

HELP DESK

Automation software has a separate Help desk section where you can see FAQ, ask for software assistance.