Choosing Best Office Management Software For CA Office Automation - Points to be considered

What Is The Purpose Of Office Management Software?

The sole purpose of an office management software is to make things easier for its users. It is there to streamline every possible process within an organization. Its primary focus is automation. It automates various operations related to different departments like sales, accounting, finance, human resources, and more. Office management software helps organize information and reduce redundancy in your data.

Office Management Software Helps With

• Client management
• Employee management
• Document management
• Task and project management
• Workflow management
• Receivables management

Why Your Business Need Office Administration Software

Businesses of various sizes, be it small, medium or large, need office automation software because all the work is done on paper. The paper filing system is becoming redundant, and office management software is taking over its place. An integrated office management system is there to take care of office documentation by maintaining an online database of all the records and transactions.

Office management software can store, edit, manage and share your data, making it easier for you to handle large amounts of information. It is the perfect software to manage your day-to-day tasks. Chartered accountants and accounting professionals rely significantly on these solutions to manage day-to-day activities in their office. 

CA Software for Accounting

CA software for accounting ensures smart management of mart accounting with Bill, receipt and Petty cash. It helps generate bills and receipts against different companies simultaneously. 

Practice Management Software for Chartered Accountants

Run Your practice in autopilot mode with practice management software for chartered accountants. It helps take care of your organization's compliance by facilitating secure communication between team members. 

Task Management Software for Accountants

With office automation software, track the time taken for each task and the expense related to that. This way, you can ensure cost-effective processes and achieve higher productivity.  

Functions of Office Management Tools

Client Management

Client management includes getting more clients as well as maintaining the existing ones. This includes customer relationships, invoice generation, email marketing, and product cataloging.

Employee management

Happy employees are the most efficient. Maintain employee profiles and records, workflow approvals, news and alerts related to the company, and employee polling; all the information can be stored in just one platform.

Task management

From daily tasks to maintaining Gantt charts, everything can be done with the help of office management software. You can handle multiple teams and projects, add external users, and manage documents, tasks, and subtasks.

Document management

With Office management software, you can store your files securely, edit them, and even download the necessary files. Give file access rights to selected people for better security in the organization.

Time Tracking Management

Manage your time as well as your employees’ time. Set clock-in and clock-out time, perform easy time tracking, manage calendar events and generate work reports with office management software. You can even set work hours for each employee when needed.

Communication Management

Communication is the key to success. Collaborating via communication is very important when you work as a team. Features like instant messaging, emails, group chats and video conferencing to communicate in a better way. 

Benefits of Office Automation Tools

Increased Productivity

Using office productivity software which increases productivity to a vast extent. Because most of the manual tasks are automated, so you get a lot of time for the real work i.e. analysis, business development, and decision-making.

Cost-Effective

You save a lot of money as there is no need to maintain physical records for everything. As digitization is taking place, you no longer need to maintain physical files or print documents, and hence reducing the overall cost and effort.

Increase Efficiency

Automation leads to managing manual tasks automatically which in turn takes very little time. Also, office management software can perform multiple tasks at once, decreasing the overall time taken. It also utilizes artificial intelligence to do so.

Enhanced Security

Paper-based documentation leads to a very high risk of losing vital information. With office management software, you can find the desired information at the right time. Also, you can specify the number of people who can access the information, so sensitive data doesn’t fall in the wrong hands. 

Best Offline CA office management software

• AmazeCRM
• Jamku
• CADashboard
• Wolters Kluwer CCH iFirm
• Papilio
• MyTask Co

Compare various Popular Office Management Software in Market

Features	Arayscrm	Jamku	CA Dashboard	CCH I-Firm	Papilio	MyTask Co
Launch Year	2020	2013	2015	2013	2010	2017
Client Features
Lead Management (Proposal, Lead Funnel, Convert to Client)	Available	Not Available	Not Available	Not Available	Not Available	Not Available
Compliance Management	Fully Supported	Fully Supported	Partly Supported	Fully Supported	Partly Supported	Partly Supported
Client Login	Yes	Yes	Yes	Yes	Yes	No
Client Dashboard and tagging	Yes	Yes	No	Yes	No	No
Quotation / Proposal convert to invoice	On payment	No	No	No	No	No
Task Features
Task Searching	All advance searching options	All advance searching options	All advance searching options	All advance searching options	Basic searching options	All advance searching options
Team Members assignment to task	Unlimited	Unlimited	Structured	Unlimited	Limited	Limited to 3
Task Stages	Supported	Supported	Supported	Supported	Partly Supported	Supported
Task Staging report	Yes	Yes	No	No	No	Yes
Task Label	Yes	Yes	No	No	No	No
Billing Features
Billing at Which Level	Client Group Level	Client Group Level	Client Level	Client Level	Client Level	Client Group Level
Multiple Bills for a Task	Supported	Supported	Supported	Supported	Supported	Not Supported
Multiple Tasks in a Bill	Supported	Supported	Not Supported	Not Supported	Not Supported	Supported
Payment link embedded in bill	Yes	No	No	No	No	No
Receipt to Bill mapping	Automatic	No Need	NA	Required	Required	No Need
Send invoice from system	Yes	No	No	No	No	No
Create credit notes	Yes	No	No	No	No	No
Team Management
Time Sheet (Client , Staff, Work, Project Based)	Yes	Partly	Partly	Partly	Partly	No
Time Sheet Analytics	Yes	Yes	No	Report needs to be created	No	No
To -do list	Supported	Not Supported	Not Supported	Supported	Supported	Not Supported
User Authorization	Simple, Easy to use	Advanced, Easy to use	Advanced, Easy to use	Advanced, Difficult to manage	Advanced, Difficult to manage	Simple, Easy to use
Attendance	No	Yes	No	No	No	No
Document Management
File Uploading	Yes	Yes	Yes	Yes	Yes	Yes
File Storing on Local Network/ Server	Yes	Yes	No	No	No	No
Permission Management of Files	Yes	Yes	No	No	No	No
Version Control	Yes	Yes	No	Yes	No	No
(History)
Integration with OneDrive, Google Drive, Box	Yes	Yes	No	No	No	No
Client File Download	Yes	Yes	No	Yes	No	No
Interaction / Interface
PC (Browser)	Yes	Yes	Yes	Yes	Yes	Yes
iPhone App	Yes	Yes	No	No	No	No
Android App	Yes	Yes	No	Yes	No	No
Mobile (Browser)	Yes	Yes	Partly	Partly	Partly	Partly
Speed	2 Seconds	2 Seconds	6 Seconds	7 Seconds	5 Seconds	5 Seconds
Other Features
Phonetic Searching	Yes	Yes	No	No	No	No
Password Management	Yes	Yes	No	No	No	No
Digital Signature Expiry Tracking	No	Yes	No	No	No	No
Interactive Charts	Yes	Yes	Yes	No	No	No
SMS to Client	Yes	Yes	Yes	Yes	No	Yes
Ease of data Export	Easy - One Click	Easy - One Click	Medium	Difficult	Difficult	Medium
User Login	Email	Mobile Number	Email	Email	Email	User Name
Pricing
User capping	No	50	50	50	50	50
Range	starting from free	10.5k	15k	35k	16k	12.7k

  

Disclaimer

 

The brand names – "Arayscrm", “Jamku”, “CA Dashboard”, “CCH IFirm”,  “Papilio”, “MyTask” are trademarks of respective brand owners. We do not have any affiliation with the brand owners. Hyperlink for respective names have been provided in this article for convenience to refer the same.

The comparison is provided to help Chartered Accountants, Company Secretaries, Tax Consultants, Advocates in identifying key differences in the functionality and pricing of these products.