CPA | Features

Feature

CPA

Manager

Employee

Front Office

Smart and Intelligent Analytics

Project & Tasks

Unified and Comprehensive Client Management

Self Organising Document Management

Personalised Dashboards & Reporting

Automated Workflow Management with Built-in review process

3rd Party Integration

Notification Management

Role Based Access

Integrated Communication Engine

Lead Tracking

and much more...

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Smart and Intelligent Analytics

Holistic Practice View

Track overall client status

Insights to track overall client status and manage workload distribution

Effective workload management:

Play the video on practice insights to show work distribution and unassigned tasks and files pending with clients for review and authorization

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Client Services Analytics

Track client acquisition, retention and attrition

Analyze business services to achieve revenue targets with absolute clarity. Track client acquisition, retention and attrition to drive client satisfaction

Client satisfaction:

play the video to zero-in into the clients that were lost from prior year and identify reasons like “delayed response to client queries”, look at history status to show “too much time taken to process the client taxes, “missed deadlines”, types of business and services availed, etc.

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Point-in-time Financial Health

Track 'marquee' clients and improve 'quality of revenue

To track every dollar and identify ‘marquee’ clients to improve ‘quality of revenue’

Financial health:

To show overall expected revenue, payment received and pending invoices, show growth trajectory of a client to determine “lifetime value of a client”

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PROJECT AND TASKS

Projects

Track and Manage ad-hoc and recurring projects

Ability to create client specific projects to track ad-hoc work

Includes:

Creation of project for Clients for notices or business services

Ability to assigned projects to team member(s)

Track progress of the projects

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Point-in-time Financial Health

Track 'marquee' clients and improve 'quality of revenue

Ability to create tasks in a projects

Includes:

Creation of tasks for a given projects

Ability to assigned tasks to team member(s)

Track progress of the individual tasks

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Point-in-time Financial Health

Track 'marquee' clients and improve 'quality of revenue

Ability to create project templates for recurring tasks

Includes:

Creation of project templates for recurring tasks for a client

Adjust frequency of the recurring task to monthly, quarterly or yearly basis

Automated creation of project templates for business services

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Point-in-time Financial Health

Track 'marquee' clients and improve 'quality of revenue

Ability to create business service, notices & misc projects

Includes:

Business service specific projects like Book-keeping

Projects pertaining to notices received from tax authority

Misc projects to track any projects pertaning to specific client

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Unified and Comprehensive Client Management

Client Dashboard

Single point of entry for client activities

Single point of all activities related to a client providing truly a ‘customer-focused’ experience

Includes:

Ability to upload and view documents

View active engagements and manage status

Manage client invoices and price estimates

Standard templates for standardized information exchange

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Unified View across stakeholders

Unified view for all stakeholders - CPA, Managers, Employees and the Client

Unified view across all stakeholders eliminating any discrepancies or miscommunication

Includes:

Same dashboard across all stakeholders

Ability to communicate with the team and client seamlessly

Manage client invoices and price estimates

Standard templates for standardized information exchange

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Client ‘Value-Add’ & Business Services

Manage ‘value-add’ services like bookkeeping, payroll, sales-tax, and tax services for the client’s business helping you become a one-stop shop for all their accounting needs and foray into newer business models

Includes:

Manage client businesses

Provide and track additional business services

Automated reminders / to-do for business services

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Self Organising Document Management

Simple and Robust Document Management
Ease of Access’ by all stakeholders

Simple and Robust Document Management

Review and keep tab on tasks within a project

Self-organizing document management for every client segregated by personal vs business files across the tax years, also helping in preventing ‘Incorrect’ filing of taxes

Includes:

Ability to upload multiple files and file types

Segregation of business and personal files

Ability to filter and view documents by tax year

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Point-in-time Financial Health

Track 'marquee' clients and improve 'quality of revenue

All documents pertaining to a client are available in a centralized location with ability to view or download all the files

Includes:

Access to all client documents over the years

Ability to view and download files

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Personalised Dashboards & Reporting

Judicious Time Management
‘Personalized’ workspace

Judicious Time Management

‘Simplified Dashboard’ to manage upcoming and to-do tasks

‘Simplified Dashboard’ to manage upcoming and to-do tasks to make the best use of your available time

Includes:

Tasks items

To-do items

Summary of files received

Invoice and growth summary

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‘Personalized’ workspace

Personalized workspace for each of the stakeholder

For CPA, Managers, Employees, Front Desk and Clients to help bring focus and reduce ‘noise’ with a persona based human centered design

Includes:

Personalized dashboards

Notifications and reminders

Task list

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Automated Workflow Management with Built-in review process

Automated Workflow
Document Checklist

Automated Workflow

Automated ‘mundane’ task creation and Transition of ask states

To drive better productivity by automating ‘mundane’ tasks and use, systems intelligence built on a ‘Modern technology backbone’

Includes:

Automated task creation

Task assignment

Transition of task states

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Document Checklist

Built-in review mechanism to prevent omissions and incorrect filing

Have you ever missed processing one of the documents shared by the client? Now you don’t have to worry with a built-in review mechanism to prevent omissions and incorrect filing

Includes:

Tracking of file processing

Employee, Manager and CPA review

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and much more...

Point-in-time Financial Health

Track 'marquee' clients and improve 'quality of revenue

Clients have forgotten to share the most important tax document in time? Automated reminders to help both the clients and your firm to process them without a “point of failure”

Includes:

Tracking of pending to-do items by clients

Tracking of completed, yet to be processed by the firm to-do items

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Point-in-time Financial Health

Track 'marquee' clients and improve 'quality of revenue

Integrated appointment scheduling and management to help organize client and internal meetings

Includes:

Google Calendar integration

Ability to join Google meet

Ability to access / decline meetings

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Team Management

Create your own organization hierarchy with ability to include managers, employees and front office staff.

Create your own organization hierarchy with ability to include managers, employees and front office staff. Based on the hierarchy and role, they will have visibility into their hierarchy of work

Includes:

Add / Delete team members

Create hierarchy for effective team management

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Feature

Seamless, Dynamic &
Progressive workflow

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Create a
client experience

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Seamless, Dynamic & Progressive workflow

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Create a client experience

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Seamless, Dynamic &
Progressive workflow

Create a
client experience