A Practice Management Software (PMS) released by the Institute of Chartered Accountants of India (ICAI) to assist Chartered Accountants with office automation in handling their firms’ practice better. The purpose of the software would be to handle tasks, documents, accounts, clients, and employees more easily. The management in the CA firm is directed to keep people on the same page. People require one-stop practice management software that empowers your firm, your team, and your clients. Through software, the process gets facilitated, and it makes it easier for people to work efficiently in teams and at every step of the accounting process.
The software would be available to the Chartered Accountants, on transaction on the website cacloud.ca.in, set by ICAI for the purpose.
There are 5 built-in modules in the software to manage the chores, documents, accounts, clients, and employees in your firm. The same would comprise exceeding 15 integrated specifications for the aim of simpler management and workflow automation.
Check Out For Registration: https://cacloud.ca.in/Registration.aspx
Some other details, such as :
- Region (mandatory),
- Number of Users/Employees in the Firm,
- Name of IT Professional of the Firm for handling the software in the Firm (mandatory),
- Contact Number of the IT Professional of the Firm (mandatory).
- Whether your company requires the help of a support executive for the formation of the Software?
- Start Date and Time of the Implementation of Practice Management Software in your Firm and Other remarks would be needed to get furnished for finishing the registration.
On mobile, this software can be accessed since the platform is available for both the web and mobile. The software’s developers also guarantee free data transmission to practice management programmes. The staff guarantees thorough instruction on the programme as well.
Practice Management Software for CA firms
The heading on the registration link, with your ICAI membership number, CA, could now register to gain access to the software. With the tools furnished by the Practice management software, you can communicate seamlessly, track how your time is being spent, and provide an ideal client experience, so you can retain clients and grow at ease.
According to the material on the official website, each module has the features listed below:
Task Management Module
It is difficult to manage tasks, subtasks, and deadlines. PMS can organize your team’s workflow, make better decisions, and achieve more of your goals with satisfied clients.
Why Task Management Tool Important?
For CA firms PMS Task management tool is an appropriate tool that allows them to organize tasks clearly. The tools remove issues of miscommunication by ensuring that employees are provided with detailed guidelines from their employer on how they are required to complete each task within specific due dates. PMS practice management software permits employers to see what all their employees have been assigned and the progress on it, which saves time. Also, it helps in facilitating subtasks, so that work is completed on time, efficiency is improved, and records are correctly maintained.
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Document Management Module
In just a few clicks, track every inward/outward document and make it available to clients. Allow your team to have an easy and flexible document transfer and a central client document repository on a secure server.
Why Document Management Tool Important?
The workflow of a CA firm can be rectified via a document management system. It removes the need for paper via documentation and records easily accessible on a secure web server. The same permits team members to automatically make an electronic audit trail that shall maintain documents accurately and in compliance with the norms of the industry. The process has been regulated by the team members. Accountants can set described workflows into the daily process so that routine processes become easier tasks. The productivity of CA firms can be improved via the execution of a document management system.
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Account Management Module
For multiple clients, manage and track every financial activity. Generate automated financial reports and collect online payments against invoices in multiple currencies via an integrated payment gateway.
Why Account Management Tool is Important?
The Accounting service is related to bringing in an effective client experience; the relationship you build with your clients brings consistent loyalty. PMS’s account management tool is striving to define & nurture value-added relationships between you, your business, and your clients. People with the PMS account management module can manage all clients’ data on a single dashboard, which consists of viewing individual details like ongoing projects or deals accepted in the history of accounts. It supports you in tracking project progress via viewing their status and motivating your sales team to close deals quickly. It sends status updates to the clients through SMS/email.
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Client Management Module
Handle all activities of clients from your mobile. Create client groups and client-wise login credentials to add or remove clients’ details. Search clients via distinct filters and generate group-wise reports, invoices, and receipts.
Significance Client Management Module
The Client Management Module is a crucial module of an Accounting Practice Management Software. It centralizes and governs all the data of your clients, making it straightforward to track their progress with you from start to end. It can be mentioned as the greatest asset of your firm and supports you in keeping real relationships with your clients. The same assists you in logically organizing and storing all client interactions in a single, customizable location, authorizing you to record, access, and track every information of client activity information in your office.
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Communication Management
Manage, schedule, control amd automate the tasks of your team using different communication modules of PMS Software.
Employee Management Module
You must keep your staff motivated by keeping their database, documents, role and hierarchy, attendance, time sheet, work report & communications in one place. Monitor employee login IP addresses and stay secure from fraud and miscommunications.
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Significance of Employee Management Module
The real strength of any organization is its employees, and an effective employee management tool makes a huge difference to your company. An Employee Management Module is beyond just storing work-relevant information; an intelligent module keeps you organized all the time by delivering all the data of employees at your fingertips. It permits you to take control of effective administration, simpler ways of communication with employees, and fast decision-making procedures.
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