FEATURES

Explore Our Features.

WORK, STAFF & OFFICE MANAGEMENT

Service Status Dashboard

Bunch of 20+ reports in single dashboard like, work completed, pending, priority work, pending issues, FY Wise work status, user wise allocation Status etc. of each service in each separate service dashboard.

Live Activity Report Dashboard

Bunch of 12+ reports to view live activity happening in office like task created, completed, user performance,timesheet logs, service wise work completed, to do list, pending issues created, completed etc.

User Activity Dashboard & Report

Bunch of 16+ reports to view each and every activity of user in selected period from a 360 degree view like, task completed, inward Taken outward Given, bills created, receipts Created, expenses incurred, email sent etc.

Client Report

Bunch of 9+ reports of a client or group like status of all services, unbilled task, invoices generated, invoices outstanding, debit & credit notes issued, service estimate created etc.

Employee Report

Bunch of 3+ report of employees, different services wise and role wise like leader, manager or assigned user for work like work completed or pending for specified FY or period along with pending issues, if any.

Consolidated Report

Bunch of 10+ reports from office as a whole bird’s eye view, drilled down into services wise, further drilled down into staff wise, like tasks due in next 7 days, priority tasks, completed tasks, tasks with pending issues etc.

User Dashboard

Separate User Dashboard for each user that contains Bunch of 12+ Reports & Tools to remind him of everything allocated to him or he is a part of along with personal tools like stick notes, calendar, To Dos etc.

Bulk Task Creation Tool (Auto & Manual)

Allow software to auto create & auto assign tasks for you on specified date for specified service for specified period or create tasks manually.

Customize Services in Software

Customize your services into 4 levels - services, sub-services, sub-sub-services & detailed to do list containing hundreds of to dos of each service type, all as per your own office structure.

Bulk Update Functionalities

Update 20+ information in bulk like client master, work completed or due date modification or change in assigned user , leader or manager etc.

Schedule Follow-up, Appointment or Meeting

Schedule your follow-ups, appointments or meetings & have a detailed log history of previous events in each followup, appointment or meeting. Be informed of upcoming follow-ups, Appointments or Meetings.

Detailed Service Information

For each Service, a task is created / auto created. A task is a separate identity for each client against each service. Get 20+ Information & Tools in each task itself like, task status, pending issues, send email, task costing, assignment change log, Outstanding Invoices, Job Costing information etc. Download & Print all such information in one PDF for record purposes.

Auto Assignment & Fixed Assignment

Tasks are auto assigned to user who has actually worked on job when he does certain activity in task and auto assigned to a fixed person or role whenever a task reaches at certain stage.

Daily Auto Email Reporting

Daily auto email of 20+ reports in single mail for activities happened in office yesterday from task to timesheet, to billing to inward to outward to auto follow-up etc.

GST Return Status Checker From GSTN Portal

Allow Task Completion of GST Returns (Optional) Only After Return Is Actually Filed on GSTN Servers.
Get Detailed GST Return Status Report.
Auto Fill Certain Client Information like Name, Address, State, GST No. etc. While Creating Client.
Accurate Working & Accurate Reporting of GST Services.

Notification System

10+ Events on which notifications are sent to users like, task allocation, comments posting, change in assignment, etc.

INVOICING & FINANCIAL MANAGEMENT

Financial Dashboard

Bunch of 15+ reports in single Dashboard, both billing organization wise and at consolidated level like, summary of Invoicing & Receipts, segment wise revenue, ageing of outstanding amount, top 20 debtors etc.

Create Invoice, Receipts, Debit / Credit Notes & Advance Receipts

Create invoice by combining multiple tasks to same invoice or generate invoice without task or collect payment in advance & generate receipt. Create debit or credit note against each invoice.

Create Service Estimate & Convert to Invoice

Create service estimate / proforma invoice and convert to tax invoice in single click.

View & Share Account Statement

10+ financial and non-financial detailed Information of a group like, opening outstanding, current year billing, collection, discount, credit note, Closing net outstanding, fees follow-ups etc. Download and share financial information as PDF to clients.

Auto Invoice Generation

Auto generate hundreds of invoices in few clicks using smart invoice history data analyzer. Re-view the draft invoice data generated by software & in single click generate hundreds of invoices. download all invoices in one PDF for easy printing of invoices.

Email Invoices to Clients

If your client master has email ID saved against clients, then, send invoices over email to respective client email ID in single click or send invoices over email manually on the custom email ID.

Multiple Reports

13+ Specific reports covering wide angle of financial information & management, like unbilled tasks, free tasks, net Outstanding invoice wise report, bill register, free task report etc.

Auto Follow-up of Outstanding Dues

Save contact no. of group and allow software to take auto follow-up of outstanding dues from your clients, based on frequency and threshold amount you choose. The results are amazing.

Segment Wise Revenue

Get segment wise billing and collection based on narration analyzer in invoices for the custom segment you create. You can get information like billing and collection from Income Tax, GST, Audits etc.

TIME-SHEET & COST MANAGEMENT

Time-Sheet Dashboard

Bunch of 6+ reports which covers everything about timesheet, like, profitable jobs, loss jobs, breakeven jobs, time utilization of staff, short or excess hours worked by each staff etc.

Customize Timesheet Settings

Choose from 10+ customization available for timesheet function like, clock wise booking method, hour wise booking method, recovery rate per hour, office holidays, minimum hours required to work, applicable services, etc.

Option to Post Billable or Non-Billable Hours

Each time posting entry can be bifurcated into billable client hours or non-billable office activity hours to arrive at correct job costing.

Job Costing

Each user will post time on job and once all users have posted their time on respective jobs, each job’s costing is arrived based on hours and recovery rate user wise, when billing, it will show job costing & agreed fees to arrive at correct bill amount.

Client Wise Time-Sheet Report

Know Client Wise Time Spent by different users against different services, to know about how much time is being spend by your office on a particular client.

User Wise Time-Sheet Report

Know each user's time utilization showing calculation of minimum hours he is required to work comparing it with the actual hours of work done to track his performance which is further divided into billable and non-billable hours worked.

INWARD & OUTWARD DOCUMENT MANAGEMENT

Inward Dashboard

Bunch of 6+ reports to give you an overview of documents coming into office with all details of the documents.

Returnable Inward Option

Mark documents separately which are returnable back in nature, give receipt when you take documents inward. Track which documents are returned back and which are pending. Useful when client gives you original documents during audit and you need to return it after work completion.

Linking of Inward with Tasks

Know whether task exists against each inward or not, link to task when required to reflect such entry in task.

Outward Dashboard

Bunch of 6+ reports to track Documents going out from Office by any mode like physical handover, courier, whatsapp, email etc.

Returnable Back Outward Option

Mark outward documents separately which are to be received back when sending outward, track which documents are received back and which are pending. Useful when you need to track documents requiring client signature.

Option to Mark Original Documents

Specifically mark the original documents on outward movement from your office, so that you always have track of original documents with priority. Print outward receipt & take signature from person to whom documents are given.

SEND EMAIL

Send Emails

Send bulk email to clients with your firm name and email ID white labelled.

Send Email from Task

Send email from task on different email ID in client list or send to a custom email ID. Save the log in the task itself for future client communication record purpose.

Email Template & Custom List

Create custom email template which are used frequently and save different email list like, advance tax clients list, GST client list etc. so that your intended message reaches to target customers precisely.

Email Log

Have an email log with different search parameters to check all communications going from your office whether auto or manual email.

DIGITAL SIGNATURE MANAGEMENT

Digital Signature Dashboard

Bunch of 6+ reports for all your digital signatures like, expired DSC, expiring in next 30 days, DSCs with client etc.

Giving & Receiving Back Option

Track physical movement of DSC when DSCs are frequently going out from your office and coming back along with the option to send email notification to client when DSC comes in or goes out.

Permanently Given Option

Track DSCs separately which are permanently handed over to client, its entry will remain to track its renewal upon expiry, but will be tracked separately.

Linking DSC to Different Clients

You can link same DSCs with different clients so that its information appears automatically in all tasks and you know which DSC is being used against how many clients.

Notifications for Expired & Expiring DSCs

Get Notified by email for DSCs expiring in next 7 days and DSCs expired in daily email reporting.

Vacant DSC Physical Location No. Tracking

If DSCs are serially numbered, get the vacant physical location no. of DSC so that new DSC can be allotted on vacant space.

Expenses Management

Expenses Dashboard

8+ Reports to track expenses incurred & disbursements from different angle like, user wise, client wise, approval status wise, type of expense wise etc.

Expense & Disbursement Application & Approval System

User can submit expense, authorize user can approve or partially approve or reject. User can attach vouchers in application. On Application, Approval or Rejection user can be notified.

Expenses on Client or on Office Option

Expenses can be submitted on client or on office so that a track can be maintained for expenses which are recoverable from client.

Unbilled Expenses Report

Track the expenses which are incurred on client service and are approved. Bill them in few clicks & mail invoices to get it reimbursed from client.

Billed & Non Billable Expenses Report

Track the approved expenses which have already been billed on client and the expenses which have been incurred on client but are non billable in nature.

Create Customized Nature of Expenses

You can Create your Own Customized Nature of Expenses to Track the Reports.

Location Based ATTENDANCE & Leave Management (OPTIONAL ADD-ON)

Leave Dashboard

Bunch of 2+ reports to track month on month leaves taken by staff and remaining leave balance of staff along with bifurcation of leave taken into type of leave.

Leave Application & Approval System

Users can apply for leave and admins can approve or reject leave. A Half Day leave can also be applied.

Compensatory Leave & Mark Leave Option

Users can be granted compensatory leave by admin or if user is on leave without application, admins can mark leave for staff.

Location Based Attendance System

Mark Staff Attendance Only When Staff Is Physically On Desired Location.

Auto Mark Leave & Auto Grant Compensatory Leave

Define Rules And Allow to Auto Mark Half or Full Day Leave or Auto Grant Half or Full Day Compensatory Leave Based On Rules & Attendance Marked Using Geo Location.

Know Staff Wise Or Office As A Whole In & Out Time

Know Which Staff Has Come In And Gone Out at What Time Either In Your Office Or At Client Location, Either Staff Wise Or Office As A Whole.

Synchronized with Leave Module

Fully Synchronized with leave module, it won’t ask for attendance when leave is approved.

Notification System

Get Notified By Email When In Or Out Time Punched and Actual Time of Punching Is In Variance By Defined Time.

Multiple Location Option

Save up to 5 locations of each staff. One Location can be of office and other four of client.

Document Management

Upload or Create Documents

Upload Documents, to Task or in general, like final audit reports or documents shared by client. Documents uploaded from client login can be directly linked to task. Download PDF of complete task information for final documentation purpose in physical hard file. Create Documents like audit observations in the task or link an already uploaded or created document to a task.

Share Documents with User

Create a custom document like, key client information among partners and share it with specified users with access right as to who can edit or delete.

View List of Shared Documents

Each user will have list of documents shared with him. He can view, edit or delete based on access rights available.

General Work Management & Notices

Create General To Do Work

Create a general non-client related to do work and assign it to yourself or to your staff and track them, users will be notified on assignment and on due date. Also, details will be available on user dashboard. For Example, Payment of Electricity Bill.

Create Notices

Create notices for your users about any legal update, or internal office circulars like sunday working or any custom notice you want to circulate internally in your office. It will auto expire after its expiry date.

View List of Pending General Work Allotted

View user wise or work wise list of general work allotted and pending, so that you never miss any follow-up on nonclient related general office work as well.

Others

Best In-Class Android & iOS Mobile App.
Assign Access Rights of different functions to Different Users based on their work profile.
100+ Excel Export of Reports from wide angle.
Excel Imports available of Client Master, User Master, Invoices & Digital Signature Details.
15+ Software Notifications available on occurrence of various events to keep users notified.
Best in Industry Training & Support.