Task Management is the most tedious job in the office of Chartered Accountant. There are many possible factors such as:

  1. attrition of employees,
  2. increase in number of clients,
  3. Change is government norms related to taxation etc.

All the above factors make Task Management a highly unorganised job. Thus, keeping track of Tasks & activities is becoming increasingly difficult. This in turn directly hampers profitability quotient of your company. One should be very careful & sensible enough to employ an approach which helps in giving one stop solution for the Task Management.

attrition of employees, increase in number of clients, Change is government norms related to taxation etc, which makes Task Management a highly unorganised job. Thus, keeping track of Tasks & activities is becoming increasingly difficult. This in turn directly hampers profitability quotient of your company. One should be very careful & sensible enough to employ an approach which helps in giving one stop solution for the Task Management.

attrition of employees, increase in number of clients, Change is government norms related to taxation etc, which makes Task Management a highly unorganised job. Thus, keeping track of Tasks & activities is becoming increasingly difficult. This in turn directly hampers profitability quotient of your company. One should be very careful & sensible enough to employ an approach which helps in giving one stop solution for the Task Management.

ERPCA – Practice Management & Office Automation Solution for Chartered Accountants, is an ultimate comprehensive solution for all the requirements for Task Management. This unique solution not only helps in creating tasks & automating but also helps in keeping track of the status of the task.

Some of the salient features of Task Management module of ERPCA are as follows:

  1. Excel Import format for all the tasks which are already active in your company.
  2. Complete automation of all the recurring Task.
  3. Inbuilt Departments & their respective workcategories
  4. Inbuilt checklist for all the tasks
  5. Total control in your hand for adding, removing or editing any Department or Work category.
  6. Percentage wise tracking of the task completion.
  7. Daysheet / Time sheet can be directly filled while task update.
  8. Invoicing can be done against task.
  9. Every Task has to be reviewed by Manager and then only can be closed.

Other than these, ERPCA also provides 3 Task Reports – Consolidated Task Report, Work In Progress (WIP) Report & Task Status Tracker Report, which enables admin to keep track of every minute details of all the tasks & their respective status.

Thus, ERPCA – Practice Management & Office Automation Solution for Chartered Accountants, CS & Tax Practitioners, provides a holistic solution for Task Management.

For further assistance & Demo of ERPCA, contact us on 8451051084 / 9819450678.

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