3 Important Features that a Practice Management Software for Chartered Accountants Should Have

3 Important Features that a Practice Management Software for Chartered Accountants Should Have

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There are hundreds of Practice Management Software for Chartered Accountants available in the market. But, the efficient ones shall contain at least the following basic features to make the overall business operations smooth and easy.

  1. Your Practice Management software should have a feature that helps you to keep a track of your employees. Every time calling and emailing your people is not feasible. In fact, it can be disturbing when they are auditing at a client location. Also, not keeping a record of your employees can lead to work delays and having unorganized work structure, which results in low productivity.
  2. Your Practice Management software should have a feature that assigns task to your colleagues/subordinates and facilitates to form group for working on a particular project and thus, saving your time and avoiding work overlap.
  3. Your Practice Management software should be customer-centric. It should focus on Customer Relationship Management. Also, your solution should allow you to create invoices, send proposals and generate and track mandates that bridges the gap between your customer and your brand.

All these features are integrated in Simplify Practice, a robust and user-friendly Practice Management solution for Chartered Accountants and Professionals, developed by Vritti Solutions. As the name suggests, our solution simplifies management and facilitates smooth operations of your overall business.

Wish to know more? Get in touch with us at anuroop.khare@simplifypractice.com for more details.

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