Upgrade Your Traditional Practice with Technology – Work Smarter, Serve Better, Grow Faster! 🚀 Customised Practice Management System !

Digitize Your Practice - Work Smarter, Grow Faster!

Say goodbye to manual work!

Our Mini ERP for CA, CMA, CS & Tax Pros brings:

Task & Client Management - Stay organized effortlessly

Billing & Online Payments - Automate collections

Employee & Document Handling - One-click access

Advanced Website & SEO - Attract more clients

Marketing Tools (WhatsApp, Email, SMS) - Boost visibility

One system. Unlimited growth. Ready to upgrade? 🚀

Request for Demo and Quote

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Why We're Better than Others?

We don't just give you a system - we build your brand, boost your online presence with SEO to generate more clients and making your investment pay for itself.

Full Ownership & Privacy

Your system, your rules! We develop exclusively for you, with the option to run on your domain and your own server - ensuring complete data privacy and security.

All-in-One System

Manage everything from office automation, website operations, marketing campaigns, and even book-keeping - all within a single, seamless system.

Customizable to Your Needs

Need extra features? No problem! Our system is fully customizable to match your requirements, with the flexibility to scale as your practice grows.

HOW TO START

How to Start

WE OFFER UNMATCHED FEATURES

Our Practice Management System is divided into various modules

Our Feature
  • Advance Website

    A vibrant and unique landing page design with unlimited DIY service pages and a call-to-action button, optimised for SEO. Features include Appointment Booking, blog posting and commenting, news updates, About Us, career job postings, sitemap, popup ad banners, and more features.

  • Consultation Appointment & Query Management

    Offer client to book your appointment for physical meeting or telephonic or video Consultation by paying fee and also Advanced query form to connect with your office with an automated notification and confirmation system.

  • Task Management

    Assign tasks to individuals or teams. Track progress online for Management, TL, and Clients. Upload documents, communicate securely via internal task mailing, and receive notifications and reminders for upcoming or delayed tasks.

  • Documents Management

    Store client and task-related documents securely on the cloud. Enable online access for team members and clients as needed. Facilitate seamless document exchange between clients and employees. Helps to run paperless office.

  • Clients Management

    Client Master Data, Store Documents , Assignments Track, Client Login Panel, Exchange secured communication with client, etc.

  • Employee Management

    Employee Master Data, Efficiently manage your employee with client's task, times schedule and track work status, Employee Login Panel, IP based Login, etc.

  • Payroll Management

    Online Employee Attendance, Leave Management, Salary computation, issue Payslip, etc.

Our Feature
Our Feature
  • Billing Management

    Generate invoices, receipts, debit/credit notes, and proforma invoices. Set payment schedules and send documents via Email, WhatsApp, or SMS. Automate payment reminders with a payment link. Auto entry of Invoice and Payment in books of accounts.

  • Online Payment

    Complete online payment collection mechanism from client, daily & periodical reminder for next payment upon due over email, SMS and WhatsApp with payment collection link. Auto accounting for online payments.

  • Accounting

    Comprehensive accounting solutions including entries, uploading soft copy of supporting documents with entries, billing, automatic invoice and payment entry, MIS reports, receivable aging, ledgers, cash & bank book, and auto-generated trial balance, P&L, and balance sheet. NO NEED FOR ANY SEPARATE ACCOUNTING SOFTWARE.

  • Branch Offices & Associate Consultants Management

    Enhanced features to effectively manage your branch offices and associate consultants. Dedicated panels for branch offices and associates to handle tasks, billing, queries, customer interactions, MIS, and many more functionalities.

  • Multi-Firm Management

    Facilitate seamless billing for multiple firms within a single system (GST and Non GST billing). Track invoices, money receipts, and financial records firm-wise.

  • Internal Mailing System

    Facilitate secure email communication between Management, Employees, and Clients with document attachment capabilities.

  • Notification

    Receive real-time notifications on your laptop, desktop, and mobile devices for activities such as new task assignments, status updates, task emails, user queries, appointments and on many other activities, etc.

  • Compliance Calendar

    Maintain a compliance calendar with due dates, task reminders, and penalty provisions for non-compliance. Keep clients informed of delayed compliance drawbacks.

Our Feature
Our Feature
Business Development Support
  • Campaign Panel

    Utilise the built-in campaign panel to manage client engagement activities or promote services through your Meta Verified Business WhatsApp no., email, and SMS Sender ID. Send periodic news updates to your clients via email — no need for additional paid marketing tools.
    We obtain Meta verification WA no. (with/without Blue Tick) and SMS Sender ID for you.

  • SEO & Digital Growth

    Our website is optimised for SEO, including proper setup of Google Webmaster and Google My Business registration. We create 10,000+ dynamic URLs tailored to your business for better public search targeting.
    Additionally, we assist in ranking 3-5 keywords in Google search as a complimentary service to help recover your investment.

  • Tele-Calling Management

    Store data and assign daily calling tasks to your telecalling team. Track feedback reports in the MIS and receive them via email.

Testimonials

Meet Patel

Regd Valuer (Surat)

This software has made my office work much easier. it is user friendly, from task management, report drafting, sharing documents to billing, everything is well organised. Happy with the service and support

Shipra & Associates

Practicing Company Secretary

Very useful software for managing my work. Easy to use and has all the features I need. The team is supportive and delivered on time

N C Pandey

CS LLB

Got delivery in just 12 days as committed. The team is professional, and the software offers countless features to run my office efficiently. Far better than other options in the market.

CA Ankit Mehta

Chartered Accountant

Very satisfactory. This software has transformed the way we manage our practice. From task assignments to invoicing and compliance tracking, everything is streamlined.

Mohini Sharma

CS and Regd. Valuer

Managing multiple clients and compliance deadlines used to be a challenge. With this system, I get timely reminders and seamless document management and whatsapp messaging really added advantage for me

CA Rafiq

Chartered Accountant, Noida

The integrated website and Office automation system helping me stay organised and able to track all task on finger. easily bill online and send payment link helping very much. value for money

CA Sumit

Chartered Accountant, Delhi

Tried so many subscription based software from market, but nothing really fit my needs. Finally got exactly what I wanted with Websito team. great UI and tons of useful features. Super happy with it.

R P Kaushik

GST Practitioner, Delhi

Finally, a software that understands my requirements. easily able to manage office team, task and clients data via sharing links. Saves me time and stress.

Deepak Bansal

Tax Consultant, Karnal

This software has streamlined everything, saving me hours every week. Earlier, I was always caught up managing client records, deadlines, and dealing with task mess-ups. Now, at least I can focus more on my clients instead of chasing paperwork.

CA Manish Gupta

Chartered Accountant

Billing, document management, and compliance tracking were always a mess. Now, it’s all automated and super easy to track. Thanks to the Websito team for not only streamlining my office work but also helping me generate more clients.

Gaurav Mehrotra

CA & CPA (USA)

Client follow ups and GST return and ITR task tracking were my biggest pain points. This software solved them both with timely notifications and automated reminders. Makes my life so much easier

Lakshmi Chandramohanan

Regd. Valuer (Kollam, Kerala)

I tried a few other applications before my customised office automation system, but its truly meets the needs of my firms. Providing instant support.

CA Deepak Kumar

Chartered Accountant

I have tried 3 different ready made software but all had many drawbacks not custom made as per requirements. after developing from websito which fulfill my all requirements, easy to use. my purpose resolved and I

Ankit Jain

Chartered Accountant

This CA Practice Management software has been a game changer for my office. Tracking client tasks, payments, and accounting is now effortless. Plus, sending newsletters online from one system is good feature. Great support team ! Highly recommended.

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