DigiCA- an automation software for Accounting firms
with Strategic and enhanced operational activities, all in one place.
Challenges faced by Chartered Accountants.
Documents
Huge documentation of clients.
Tasks
Manually assigning the tasks to employees.
Follow up
Frequent and continuous follow up on tasks assigned
Tracking
Tracking multiple clients’ accounts and transactions
Attendance & Leave
Attendance and Leave management of employees
Generating invoices
Generating invoices and follow up on the payments
Audit Follow Up
Following timely audit trails for the clients.
Why DigiCA
DigiCA is an accounting office automation software that helps firms to manage their office processes efficiently and other features easily via mobile application and web application.
It streamlines and automates client documentation processes, manages tasks and timelines, data management, and maintaining work status. DigiCA also helps teams collaborate effectively towards the work process. It saves time and money by automating data and letting employees work more efficiently and effectively. DigiCA Application helps CA to build their business digitally and helps their Clients to access documents.
Work-Flow Management of DigiCA
Step-1
Create a customer base in the system and save related documents.
Step-2
Create a Task as per the clients requirement
Step-3
Assigned task to the staff will work on it.
Step-4
hourly task can be managed here
Step-5
Generating Invoices after tasks completion.
Step-6
Timely Follow ups on the Invoice generated.
Step-7
Collect Payment, Give Receipt, Hand over Documents to the client
Step-6
Managing clients data, tasks, accounts & Invoices through dashboard.
Why Choose DigiCA
CA can assign task to Staff or Customer
All the customer invoices can be managed here
Task duration and related cost can be manage here
Predefined email Template available here
Office expenses can be managed here
All the documents of clients can be managed and saved here.
FAQ For DigiCA
It allows team members to automatically create an electronic audit trail that will keep documents accurate and in compliance with industry standards.
A document management system can drastically improve the workflow of an accounting firm. It eliminates paper dependency, by making documentation and records easily accessible on a secure web server.