Skip to Content
Complete Module Guide

Complete Feature Overview: Cloud Practice Management Software

Office Automation & Practice Management Cloud ERP Platform for Chartered Accountants & Company Secretaries

Discuss


Internal Chat with your Colleague




One-Click Voice Calls with Your Office Team, Existing Clients, or Portal Visitors




Built-in Screen Sharing for Client Reviews & Document Walk-throughs




Turn your Audio Call into Video Calls



General Features 


Audit Log



Comments & Activities



Data Export 



Data Import Column 



Search Data 



Contacts


Customers / Vendors / Employee /Personal Contacts Management


Sales


Sales Bar Chart



Sales Calendar



Sales Form View 



Sales Kanban View



Sales Line Chart 



Sales List View



Sales Pie Chart



Sales Pivot View



Project & Task Management


Projects


 

Task Form View




Task Kanban View



Time Sheet


Time Sheets


Invoicing 


Accounting Dashboard



Invoice Form View





Employee Management 


Employee Data



Employee HR Info


Attendance


Attendance Check-In 



Attendance Pivot View



Leave Management


Time Off Dashboard 

Meetings & Appointments


Meeting Calendar for each user in Organization


Your Personal / Meeting Notes


Your Personal / Meeting Notes



Purchase


Purchase Order