Top 5 Chartered Accountant Office Management Software

1.Jamku Office Management Software By Madrecha Solutions

Jamku Office Management Software is a cloud-based online office management solution for Chartered Accountants, Company Secretaries, Consultants & Advocates. The software aids firms with their overall efficiency improvement, client compliance and billing and brings noticeable positive results to CA firms.

Being a software for CA, it has all the features you need to manage your office, right from Compliance, Tasks, Clients, Timesheet, Password, Digital Signature, File Upload, Location-based attendance, Client Communication, Out of Pocket Expense to many more. In our review, we found Jamku to be the most feature-rich and at the same time easy to use. It is currently India’s largest practice management solution with over 1700 firms choosing Jamku to manage their practice. It is the only software in India that has an open API and allows Power BI and Power Query integration.

Considering the features, it is one of the best-priced software in India. It also has a mobile app for both iPhone & Android.

Click Here for more details.

2. ERPCA

ERPCA is the easiest online practice management tool specially built to meet the needs of chartered accountants. Whether you are an individual or run a big firm, you can use ERPCA with great ease.

It is a one-stop solution for managing all your clients, projects, bills, receipts, DSC data, documents, client relationships, employee details, and much more. ERPCA comes with a bundle of functionalities that take care of all your professional requirements. It saves a lot of time and eliminates the need of maintaining everything manually.

ERPCA Feature which accomplishes the online practice

Customer Management:

ERPCA allows managing customer index in a very easy way. Communication with clients is now no more hurdle. 

Task Management

Using the task management feature in ERPCA ensures that your complete team is aware of the task(s) they must accomplish, which employee is allotted which task, and the deadlines for the assigned task. You can view which member is working on which task and the progress at any point.

Readymade Workflow:

Get ready-made workflow for your practice with pre-defined task checklists. This will successfully deploy the ONE-OFFICE ONE-PROCESS concept

Automated Tasks:

Experience the most intuitive UX for task handling.  Single screen for TASK Monitoring and execution with automated reminders

Billing & Invoicing:

Most ever the simplest way for creating the invoice and maintaining payment updates. ERPCA helps you to maintain multiple company billings as well.

Inward / Outward:

A very organized way to manage inward / outward of client document with an option to generate receipts and acknowledgment copy

Timesheet Management:

The easiest way to manage online timesheets for your entire team.

Team Attendance & Leave Management:

ERPCA gives the ADVANCED Geo-Location-based attendance tracking system. We also enable 2 layered leave management for your resources.

There are more features like DSC Management, Send automated reminders, and many more

ERPCA Benefits to CA’s & Tax Professionals

1. Take control of their operations
2. Work together with team and clients
3. Eliminate the stress out of handling practice
4. Cost monitoring at a mouse click
5. Plan task for the entire year
6. Prompt handling of invoice and receipts
7. Manage due dates effectively
8. Resource performance tracking made easier
9. Supervision of intern’s leave and expense
10. Attendance management

Click here to view the Video of ERPCA

For an Official Website of ERPCA Click here. For Booking Demo, Click here.

3.     Wolters Kluwer CCH iFirm By Wolters Kluwer

Wolters Kluwer CCH iFirm is a specialized software designed for chartered accountants to smoothen and fasten their daily workflows. It is a CA office management software developed with over 40 years of experience in the industry.

CCH iFirm is an award-winning practice management software ecosystem built around a centralized client database that helps accounting professionals serve their clients and manage their practice.

CCH iFirmis cloud-based software that helps you integrate, monitor, and streamline all the key facets of your business. CCH iFirm delivers the power of integration, automation, and collaboration to create new opportunities for streamlined workflow, as well as for the implementation of more effective invoicing programs and better capacity planning without increased costs. CCH iFirm is trusted by more than 400 CA firms in India and South Asia.

Click Here to get a free demo.

4.     CADashboard

CADashboard is CA Management software for Chartered Accountants to work with their daily operations. It provides business compliance with all the current financial guidelines.

 Pricing

• In India in case of a Starter with the the plan of Rs.11,000 per Year which will contain standard features, 5 GB storage, and 5 User Login
• In India in case of a Silver with the the plan of Rs.20,000 per Year which will contain standard features, 10 GB storage, and 10 User Login
• In India in case of a Gold with the the plan of Rs.30,000 per Year which will contain standard features, 20 GB storage, and 20 User Login
• In India in case of a Platinum with the the plan of Rs.55,000 per Year which will contain standard features, 50 GB storage, and 50 User Login

 Click Here to register.

5.EFF Factor Software ByPiirttu Innovations Pvt. Ltd

EFF FACTOR SOFTWARE is one of the best office management software for a wide range of office professionals. This office management system is best suited for Auditors and accountants, Lawyers and law agencies, Architects and interior designers, IT companies, Consultants.

To start your 14 day free trial click here

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