The Institute of Chartered Accountants of India (ICAI) has released a Practice Management Software (PMS) to help Chartered Accountants with office automation to manage their firms’ practice better. The software is aimed at making the management of tasks, documents, accounts, clients and employees easier.
The software is available to the Chartered Accountants, on registration in the website cacloud.ca.in, deployed by ICAI for the purpose.
The software has 5 modules built in, for the handling of the tasks, documents, accounts, clients and employees in your firm. It also has more than 15 integrated features, for the purpose of easier management and automation of workflow.
Heading over to the registration link, CAs can now register with your ICAI Membership Number to avail access to the software.
Some additional information like : –
Are also required to be filled in order to complete the registration.
The software can be accessed on mobile also, as the platform is available for web and mobile. The team behind the software also promises transfer of data to the practice management software free of cost. A comprehensive training on the software is also assured by the team.
The following features are available for each module, as per the information available in the official website –
Task Management: Managing tasks, subtasks & deadlines is surely a tedious job, but with PMS you can organize your team’s workflow, make better decisions, and achieve more of your goals with satisfied clients.
Document Management: Track every inward/outward document and make it available to clients in just a few clicks. Allow your team to have easy & flexible document transfer & central client document repository on a secure server.
Accounts Management: Manage & track every financial activity for multiple clients. Generate automated financial reports and collect online payment against invoices in multiple currencies through an integrated payment gateway.
Client Management: Manage all client activities from your mobile. Create client groups & client wise login credentials to add or remove client’s information. Search clients using a variety of filters & ge
nerate group-wise reports, invoices, and receipts.
Communication Management: Manage, schedule, control & automate your team’s tasks using different communication modules of PMS Software.
Employee Management: Keep your staff motivated by maintaining their database, documents, role and hierarchy, attendance, time sheet, work report & communications at one place. Track employee login IP addresses and stay secure from frauds and miscommunications.
For further details of the PMS, professionals can now contact pms.helpdesk@icai.in or reach the official help desk number at 9772289444.
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