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.
To meet the needs of Chartered accountants, we designed RizeCRM CA Automation software.
CA Office Automation software is a 21st-century technology where CA’s enjoy many beneficial features of the software. It helps them track every single process involved in their office. It not only reduces their work but also acts as a customer relationship manager for them automatically. The Software follows upon client conversations and sends a reminder of documents submissions.
CA Office Automation software has a client portal. It contains all the client data is stored under one name which is easily accessible, with just one click. This data includes their name, contact details, account details, files uploaded and so on. This reduces time as the CA doesn’t have jump from platform to platform to retrieve different kinds of data related to a single client.
It also has an integrated communications system, which sends clients reminder emails, notifications, texts automatically.
With CA Office Automation software, CA’s don’t have to waste their precious time on menial tasks. It also avoids any risk related to human error, which is crucial for a CA firm and works much faster than any human being. Errors in this field could cost actual money, for both the accountants as well as their clients.
You can get the customised software by choosing RizeCRM. We provide accounting software for small business, mid-sized firm, and also big enterprise
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
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.
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.
CA software does complete invoice management by producing payment bills, costing, cash expenses etc.
Automation software is well equipped in tracking customer accounts inventory and inform according to the requirements
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.
The Software comes with a robust data backup & data encryption system which ensures 99.99% data security.
CA Automation is web-based system where you can access your work from anywhere.
Easy hierarchy management is possible where you can customize access according to employee’s designation & data relevance
CA Automation software is active in catching duplication of files in database, hence it avoids clutter of similar documents.
Automation software has a separate Help desk section where you can see FAQ, ask for software assistance.