CA Operations
Progressive Web App
Our CA Operations Web Application is a comprehensive and secure solution specifically designed to meet the unique needs of Chartered Accountant (CA) firms. It optimizes customer management, task handling, team collaboration, and file uploads, all while ensuring seamless accessibility across devices.
Want to see the web application in action? Request a demo today and discover how our solution can make a difference for your business.
Key Features
Powerful Features Tailored for CA Firms
Customer Management
Store and manage client profiles, contact details, transaction history, and more, all in one place.
File Uploading
Upload and store task-related documents securely for easy retrieval and tracking
Role-Based Access Control
Assign roles to Admins, Staff, and Interns, ensuring appropriate access to features based on responsibility
Progressive Web Application
The application is progressive, allowing installation on both mobile devices and desktops for easy accessibility
Task Management
Organize, assign, and monitor tasks, enabling smooth collaboration among team members.
Task Notifications
Keep users informed with real-time notifications for task updates, deadlines, and assignments
Task Monitoring
Supervisors and admins can monitor the progress of all tasks, ensuring accountability and timely completion
Multi-Branch Management
Effortlessly manage multiple branches of your CA firm from a single platform.