Features

Customer Management

Manage your customers details in one roof. Easy way to categories and subcategories user customer.

Job Management

Capture all Job through Recurring, Bulk & Manual creation with target end date. Recurring job module avoids compliance miss outs.Helps in maintaining the firms total jobs performed.

Disbursement with approval systems

Provision to record all disbursement / Reimbursement amount against each job wise and approval mechanism. It helps to calculate actual job costing.

Resource Management

Can do better resource tracking by allocating task wise allocation. Optimizing the other branch/location resource & team in case of contingency. Able to view Resource availability on daily basis.

Leave Management

Leaves can be applied and approved through online. Enter leaves taken by employees either daily or in bulk in a month. Record list of leaves taken by each employee.

Document Management

Provision to store all files job wise in one central place. They’re easy to find and safely. so you can access them any time, anywhere

Inward and Outward system

It helps to avoid communication gap between firm and client or with in a firm.Record list of all inward and outward document list.

Reports

Effective reporting system will help you on the following area like MIS report, Overdue job & task, Time Variance report, Helps to track the firms performance, Analyses the employee performances, revenue leakage.

Security control

User based security based on their role and designation.You can be comfortable knowing that only the right people will have access to each job and task.

Check List

Checklist can be created on your own according to the job type.Allocation of the checklists to the resources. Queries, Commentary & Documents can be added to the Checklist line item.The stakeholders can reply to the queries raised

Email Notification

Automatic email notification will help you to do better communication with in firm.

User Friendly Dashboard

Clean and mobile-friendly interface design to get all the information you need where you need it.

CaProWin is an application that will provide customized method of Resource management and Client management for CA industries. This application is cloud base software and is accessible anywhere, anytime in devices compatible with Android, iOS and Windows operating system.

Specifically, the application will help in the following areas in streamlining and tracking,
· Resource Planning/ Management – Provides a view of the resource to which the work is allocated, to whom this has been assigned to and also the available resource to which the work can be allocated.
· Resource Allocation (Taskwise) – CaProWin helps in Job tracking, reminds in meeting the required deadlines and status on the pending jobs. · Timesheet Management – Employee performance tracking through time sheet entry.
· Invoice Management – Timely invoice generation, which helps in avoiding revenue leakage.
· Disbursement & Approval Management – Reduces the Agreed cost than that of the Actual cost.
CaProWin provides Email and SMS support for effective communication between the Client and the Employees, ROI will be minimum 5% for the customers with CaProWin.

Practice Management Software solution that simplifies your day to day activities !