CA Automation software

A mindful and efficient software for Chartered Accountants.

 

For any financial firm, it is very important for data to be sorted, organized and easily available anytime, anywhere.  Having access to accurate data is essential for the working of a Chartered Accountant.keeping the needs of chartered accountants in mind, We designed a CA Automation software.

RizeCRM CA Automation software is a 21st century technology where CA’s enjoy many beneficial features of the software. It helps them track every single process involved in their office. It not only reduces their work, but also acts as customer relationship manager for them automatically. Similarly software follows upon client conversations and sends reminder of documents submissions.

CA Automation software has a client portal. Software stores data under one name and is easily accessible, with just one click. This data includes their name, contact details, account details, files uploaded and so on. This reduces time as the CA doesn’t have jump from platform to platform to retrieve different kinds of data related to a single client. It also has an integrated communications system, which sends clients reminder emails, notifications, texts automatically.

Above all, with CA Automation software, CA’s don’t have to waste their precious time on menial tasks. It avoids any risk related to human error, which is crucial for a CA firm, and works much faster than any human being. Errors in this field could cost actual money, for both the accountants as well as their clients.


FEATURES


Customized Client Portal

Customized Client Portal

Integrated Communication System

Integrated Communication System

Task Automation

Task Automation



All these features are integrated into one specialized software. A straightforward solution, CA Automation software is the go-to solution for all CA office needs.
To know more about our CA Automation software and services, Vist us RizeCRM.com