Updating and editing the existing details of users! Every user profile has an action drop down button with option of edit. All the data field can be modified at any time including the contact details.
This video will help you to understand the process of editing existing user details in ERPCA.
ERPCA is India’s top practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. It makes office management effective and efficient, helping professional services firms to boost productivity, improve efficiency, save time and costs, and even help maximize revenue opportunities. From comprehensive task management and time sheet management to billing and invoice management, ERPCA helps you with complete digital automation of work processes. Transform your practice – schedule a demo / register for a FREE trial now.
If you are a financial services KPO, we offer ERPCA as a custom-branded, white label office management software that is perfectly suited to your needs. E-mail us at [email protected] to discuss.
ERPCA provides the option to appoint a dedicated resource for a customer who will look after all the tasks of the corresponding client.
ERPCA India’s top office and practice management solution for Chartered Accountant (CA) firms, tax consultants, financial services consultancies and allied professional services firms
This video will help you to understand the process of adding your team members in your ERPCA account.
