Effective Practice Management
Software for
Tax Professionals | Chartered Accountant
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Manage Your Office with ProTact Practice Management Software

Besides providing better services to the client, back office management is also an important function for a Tax Professional in practice. Solutions provided under this section aim at providing software support to Chartered Accountants and Professionals to manage their Back office effectively in an organized manner. This cloud-based back office management software solution enables the Professional to manage his office even if he is not present in office physically.

What it includes

Document Management

A complete web based document management system to capture, centralize, manage and secure all paper documents and electronic files. Store, tag, download and share on a single click, enables viewing in the browser itself with custom defined user access control and inbuilt audit trail. The tool integrates all essential document management, collaboration and advanced search functionality into one easy to use solution.

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Job Management

Stay on top of your projects and tasks and know exactly how your office is functioning. Create new jobs, identify pending jobs, prioritize them, allocate among the team members and keep track on the progress, job-wise, team-wise, etc. The ability to see who is doing what in real-time or through reports allows greater efficiency, through better resource allocation and accountability.

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Time Sheet Management

Time Sheet Management is a great solution to help your team to stay on track and for you to provide accurate quotes for jobs. Know who has been working on each job and how long it has taken for completing the job. Accessible anywhere, anytime, the employees can update their timesheet online, giving you real-time information about time spent on each job. With Time Sheet Management, you'll never undercharge for a job again.

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To understand how you can manage your office efficiently through our system
Call us on +91 98333 75075 or
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