Smart Office Management System Features

For CA, CS, CPA, CIMA, ICWA, Tax Consultants, Advocate & Professional Services Provider

Why use Smart Office Management System?

Data of Client with Us Only.-
View your 100% office task status in single screen.
Client can Access and Upload their Documents from Anywhere, Anytime.
Efficient Use of Time.
Task wise and Client wise easy reporting available.
Task wise Check List & Query List available for verification.
Reminder for work or documents before 30 Days (DSC or any other license renewal).
Work from anywhere (Home).
You can manage & track Yearly, Half Yearly, Quarterly, Monthly Task like Income Tax, GST, VAT, RERA, Project Finance, Subsidy, PF, ESI, Appeal, Professional Tax, Trademark or any task as per your WISH.
Increase your Revenue by Multiple Folds.
Use communication with client by Email, SMS and Whatsapp
Best use of Staff Efficiency.
After completion of task bill reminder.
Inward and Outward Management of Documents.

Task Management

Work (task) allocation & user can also approve task if having permission.
Assign recurrence task to employee and manage all client task easily.
Tracking every task with progress status.
Task Reminder & Follow up.
Set various due dates for every task like Effective Start date & Due Date submission as per government date.
Manage also Single type Task.
Track Current Task & Gets Task all details.
Task divided into subtask, so you can manage easily Task Process.
Task Handover option.
Re-occurrence task management in automated way.
Task Importance - Set Task Priority.
You can manage & track Yearly, Half Yearly, Quarterly, Monthly task Like GST, VAT, Return, and Service Tax Return very Easily Client Wise.
Set Query on Client Task & Track its Status.
Task Handover / Transfer Option.
Financial year wise Task Management & Scheduling.
Dashboard – Task wise summary & its sub task details.
Assign task getting with Notification on Dashboard. Dashboard is Employee wise.
Set Delay Indication for every task, also set reminder on every task.
Set all Client Data in systematic way as per service.

Inward-Outward Doc Management

Doc Inward in premises with returnable date & also getting notification on dashboard and when Doc Inward at that time SMS & Email sent to Client.
At Outward time you can outward doc in click which inward with returnable date also vice-versa and when Doc Inward at that time SMS & Email sent to Client.

Document Management

Document can be store as per Financial Year, Document Group and Document Name wise etc.
Search Doc Year wise, Doc Name wise, Doc. No. wise etc. and Send Email single document or send multiple of documents.
Add expiry date of document & get notification of renewal of Document.
Lock & Unlock Document.
Permission wise Document Management like admin, private, employee, and client.
Manage all documents of client in digital format.

Task wise Invoice Management

Task wise Invoice Making.
Completed Task / Pending Invoice list in Dashboard.
Client outstanding.
Bank/Cash Receipt.
Invoice Alert by SMS & Email

Client Login Management

Clients can Upload Documents & View Document with specific permission.
Manage every login User-ID with IP Address.
Client wise Invoice in Client Panel.

Other Features

User Friendly operation & UI.
Dashboard Employee Wise and Admin Wise.
You can use offline or online, also offline software used from outside with static IP.
Send SMS / Email Alert and Notification Automatic to Client as per Task.
Security base on device Mac, IP and Local Database on Client Side.
News & Events Client and Internal Company.
It Can Access Any Device (Mobile, Computer and Tablet).
Configurable user workflow with permission.
Manage all office work hassles free.
Manage all office work hassles free.
Manage with multi-company option.
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