Care AI has developed Practice Management Software which covers the complete functionality of managing , tracking and recording of activities for practice managament of chartered accountants , company secretarty and advocates.
Care AI enterprise risk management software helps you to identify, assess, monitor and report on your strategic objectives, risks, controls, and contributing factors.
1. Setup multiple Org , Locations & Client Groups
2. Client Relation Management
3. Task management & Scheduling
4. Role based Access
5. File Management
6. Due Dates Management
7. Client Billing
8. Separate Client Logins
1.Client Financial Goals
5.Client Request from Client Portal
11.TO DO List
1. Advances: New Advances (OD, CC, Loans), Overdue Advances, etc.
2. Other Advances: Bills Purchased, Bills Discounted, LCs, BGs, etc.
3. Deposit Accounts: Opening of Accounts (Including KYC norms)
4. IBC, OBC, Safe deposit lockers, ATM, etc.
Client Details, Billing , Task Notes ,Documents, Due Date , Employee Assigned , Goals , Investments , Loans , Insurance etc
A knowledge base built to scale client support, success, and educate client & teams.
Role based logins , seperate logins for Admin , Employess and Clients
View the detailed task for any date and for any client in real-time. Access client contact information.
Employees & Client can collaborate with Principal/Owner on common platform.
It helps to generates various types of reports and queries vital for practice management .
Most of the features can be easily customized and hence allows practice to enforce changes.
It is fully automated software which captures queries and remarks for each task and audit activity which will be shared within employee , client .
Secure messaging and a full client portal let you stay connected with client in life cycle of service. .
On-premises software option help client to install and runs software at client own computers.
Our fantastic team have lots of experience in practice management and Software development . They’re happy to help whether you need advice before, during or after implementation of solution.
Our mission is to deliver optimal solutions with quality and services at reasonable prices. We always try to improve the quality of our products by exploring innovative ideas.
Every equirement is different, and we want to make sure you get exactly what you need. Choose the package you want and select any helpful products and services you’ll need along the way.