CLIENT MANAGEMENT
Client database, Documents, Assignments, Client Login Panel, etc.
Login Panel for 1 Super Admin, 50 Partners (Management), 500 Employees and 10000 Clients | 1000 Associate Partners Panel | Task Management - Unlimited Task Assignments, File Sharing, Emailing, Notifications | Multi-firm Billing & Financial Reporting | Auto track Payment collection and Invoicing | Virtual Consultation | Paid Meeting Appointment System | Instant Video Consultation for Visitors – Book and Take consultation | Accounting and Financial Statement | Manage Agents/Associate Consultants | Many More….
Client database, Documents, Assignments, Client Login Panel, etc.
Save all clients documents and task related files at cloud server.
Send - Receive important files/Documents with Clients and Employees.
Assign work to Single Employee or to a Team. Track status online by Management and Client. Share relevant works documents, etc.
Integrated video consultation system. Offer your client to buy video consultation and connect.
Inbuild virtual meeting system on video chat. 1 to 1 or with Multiple.
Automatic Entries of all Transactions, Manual Entries, supporting attachment with each entry and Trail Balance, P&L A/c and B/S.
Efficiently manage your employee with client's task, times schedule and track work status, Employee Login Panel.
Online Employee Attendance , Leave Management, Salary computation, issue Payslip, etc.
Exchange Emailing between Management, Employees and Client with facility to attach documents. Secure Communication.
Receive Desktop and Mobile Notification on any Activities including Task Assignment, update Task Emails, User's Query, Appointments, etc.
Maintain Compliance calendar with due date. Link Task Reminder. Record penalty provision against each Compliance, etc.
Issue Invoice, Money receipts, Debit Notes and Work Order and set payment schedule. Send these on SMS/Email. Send payment due reminder message on SMS/Email to clients.
Manage Billing from Multiple Firm, GST and Non GST wise, Firm wise Tracking of Invoices, Money Receipts, etc.
Clients Accounts Statement, Receivable Ageing, Billing Report, Online Payment MIS.
Bulk Mailer, Promotional SMS and Newsletter Panel.
Integrated advanced professional website with e-commerce type features, online payment facility, Unlimited Blogs posting and facilitates public comments, SEO friendly urls, etc.
NO Annual Renewal fees | NO Annual Maintenance cost | Easy Self Manage | Unlimited Data storage | ONE YEAR FREE Support to fix bugs and technical issues.
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