Easy to Use
Secure & Authenticated
Time Saving
Clients
In Clients module, you can create various types of clients and manage client details based on the client type. You can also import multiple clients using excel template. You can also create your own dynamic fields using ‘Custom field’ option.
Client Type
| Sole Trader | |
| Partnership | |
| Limited Liability Partnership | |
| Trust | |
| Charity | |
| Limited company |
A sole trader is a self-employed person who owns and runs their own business as an individual.
A legal form of business operation by two or more individuals who share management and profits.
A limited liability partnership is a partnership in which some or all partners have limited liabilities.
A trust company is a legal entity that acts as a trustee on behalf of a business for the purpose of management.
A charity is a non-profit organization whose primary objectives are philanthropy and social well-being.
The liability of members in limited company is limited to what they have invested in the company.
Task
You can manage all user tasks in one place. Task module provides you a simplified way to update task status using Kanban board. You can also track tasks using Countdown.
Countdown
In the Countdown feature, you can keep a track of all the tasks that are due and overdue.
Kanban
In Kanban feature, you can your work and workflow and thus optimize the flow of your work. You can also change the progress of the work status like ‘Due’, ‘Progress’, ‘Overdue’, ‘Completed’ and ‘Deleted’ by dragging and dropping.
Deadline
Deadlines should never be missed. You can manage client deadlines by setting reminders based on your requirements using Deadline Reminder.
Countdown
Deadline countdown will help you stay informed about the deadlines you reached as well as the deadlines that are overdue or missed.
Reminder
A Reminder will alert you before the actual day of the service to be performed.
Calendar
You will have an option to view tasks, deadlines, events and reminders on Calendar. Users can also update the data from the calendar.
Timesheet
You can monitor and analyze user timesheets (recorded work hours). It also involves taking different actions e.g. calculating employee payroll, reporting manager, etc.
Common timesheet features
All the common timesheet features like Register and Audit are available in our Practice Management Application.
Document
You can manage all organization related documents with various views in a simple and secure way.
Document Manager
Using document manager, you can create Client or Shared Document and can also upload your own files to a particular folder.
Common Document Features
You can create, delete and rename a folder.
E - Signature
You can create a document with customized label on it for client approval.
Digital Signature
Using the Digital Signature feature, you can send the document to the Client for E-Signature.
Finance
You can create invoices and receipts for clients in a simplified way.
Finance Features
You can manage the bank accounts of the clients in Finance Module.
Prospects
Maintain a record of the people who are interested in your company products/services and the people who are turned into your clients.
Reports
Generate various reports for Tasks, Timesheet, Finance and Receipt.
Generate Reports
Using Reports feature, you can able to generate reports of Task, Timesheet, Finance and can save the reports in pdf, word, excel format.
Settings
Manage your employees, permissions, email configuration and other organisational related settings.
Common Settings
The Settings option will include all the other minor features which have some dependency on other features.
- User
- User Type Management
- Services
- Scheduler
- Email Configuration
- Template
- My Company