Empowering Chartered Accountants with Cutting-edge Software Solution: effiCA. Streamline your financial processes, enhance compliance, and elevate your practice with our comprehensive ERP & Data Management Software, that brings 360° automation of the CA & CS Practice.
TechAssure’s effiCA
How TechAssure’s effiCA will help create path for your CA Practice to thrive in the digital era with its state of art features:
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Dashboard/ Analytics
Data Visualization feature for the CA’s Practice, using Charts & Graphs to represent complex data helps to comprehend & interpret information, identify trends, patterns & outliers.
Productivity Measurement
Assign, allocate, reassign tasks to your Employees. Review & monitor their clock-in & out time, track their working hours.
Task-wise Time Measurement of CA’s employees.
Client Interface
Customer interface allows client to access info, extract documents from the CA’s data base and make service requests.
Let’s your clients to communicate in real time for all their service
deliverables, online problem resolutions and document/ filing
requirements.
Provides for Client’s own individual Dashboard & analytics
through user-friendly & responsive visual elements give a pleasant experience with a clear Call-to action buttons.
Client Classification
Client Registration as Individual/ HUF/ Partnership/ Proprietorship/ Private Limited/ Public Limited/ OPC & Pre-Input field based on Client type.
Classify Client based on their terms of engagement with the CA
Practice.
Link client to the CA’s specified employee (RM) & connect him/her to designated employee of the Client.
Document Management
Digitises CA’s clients information, documents, and data into pre-set folders for quick on-demand retrieval.
Upload & Download Documents With Advanced encryption method protects your stored data.
Access all your data from anywhere in the world.
Employee Management
Manages employee Leaves, attendance & shift schedules.
In-built payroll management calculates salaries, deductions,
Overtimes, and taxes.
Workflow Management
Create, assign, Re-assign, and Track tasks Progress. Set priorities and deadlines.
In-built Scheduler manages deadlines through email alerts.
Auto-reminders to track progress.
Service Request Management
Client Can raise Service Request through the client Portal.
CA can assign each SR to his employee. Monitor & Review each
SR feature with Action Buttons.
Client gets notified of the SR Resolution & view in his Client Portal
Multi-Functional Reports
The CA will get several Business reports through pre-loaded queries. Detailed Client report with multiple Client Data. Service Request Status Report Work update report Balance sheet report
Boosts Productivity with effiCA Workflow Management System & Productivity Measure Module
Easily manages CA’s tasks and projects, sets deadlines, tracks progress, and collaborates with the team, all in one place. So the CA can say goodbye to tedious manual tracking. The CA can get detailed insights into the firm’s work performance and productivity, identify bottlenecks, and optimize workflow. Easily prioritize tasks, delegate responsibilities, and monitor progress.
The comprehensive scheduling and time-tracking system easily sets reminders and tracks daily activities. It enables the CA to do task assignments to individuals or teams. Users can track the progress of tasks, view task statuses, and set deadlines. The clock-in & out time of CA’s employees and the time tracker (time to task) to complete each task assigned help measure each employee’s productivity.
The complete automation of a CA & CS practice, which will help the CA to use the time saved towards growing the CA practice. The ‘Engagement Tab’ of the effiCA provides details of engagement for which the CA firm has been engaged. It reflects in the CA’s dashboard and provides the CA with potential business growth opportunities in a quick glance.
Bring Efficiency with effiCA Document Management System
Convert your physical documents/data into electronic form for easy storage and quick retrieval. The unique feature of effiCA is its ability to search the uploaded documents by any or any combination of the 8 search criteria boxes. This makes document retrieval easy, quick, and efficient.
The state-of-the-art DMS provides multi-level document extraction in a simple but extensive manner. The uploaded Documents can be ‘sorted’ based on the table heading for a quick view. Advanced encryption methods protect &
secures your stored data. Access all your data from anywhere in the world almost instantly.
Firm’s Performance & Activity Overview with Unique Data Visualization in our Dashboard
Unlike other available CA software, effiCA’s Dashboard provides dynamic & real-time information on clients, relationship manager profiles, employees, pending files, and digital document uploads.
It also gives a workflow status overview of completed and pending work. Apart from this, CA can immediately see client listings based on engagement type. The dashboard also gives charts for the status of various statutory filings, such as GST, KYC, PAN, Aadhar, etc. It also gives a graphical display of GST, TDS, and tax charts—by month and by financial year.
Last but not least, you will be able to see the total service requests raised and their pendency count as of the date.
Additionally, the Client Portal will have a dashboard that contains Client information, documents, and other relevant
information.
Software Built on Latest Technology
Software is built on the latest technology: .NET CORE, REACT, and SQL, unlike several available CA software where platforms are built on very old technology/language. This helps in extremely high software stability with very fast loading speed.
Frequently Asked Questions
What kind of support and training do you provide for users adopting your software?
We offer comprehensive support and training resources to assist users in maximizing the benefits of our software. This includes tutorials, documentation, and responsive customer support to address any queries or concerns.
How does your software address data security concerns, especially given the sensitivity of financial
information?
Security is paramount. Our software employs robust encryption measures and follows industry best practices to safeguard sensitive financial data, ensuring the utmost privacy and compliance with data protection regulations.
How user-friendly is your software, especially for those who may not be tech-savvy?
User-friendliness is a priority. Our software features an intuitive design with easy navigation, making it accessible for users with varying levels of technical expertise.
Can your software be customized to meet the specific needs of my accounting practice?
Absolutely! Our software offers customization options to tailor the experience according to your specific requirements, ensuring it aligns perfectly with your unique accounting practice.
Does your software integrate with other tools and systems commonly used by chartered accountants?
Yes, our CA software is designed for seamless integration with various tools and systems, promoting interoperability and ensuring a cohesive workflow for accountants.
Can your software handle multiple aspects of financial management, including tax calculations and compliance?
Absolutely! Our CA software is designed to cover a wide range of financial tasks, from tax calculations to compliance reporting, offering a holistic solution for Chartered Accountants.