ERPCA’s task management, planning, and reporting capabilities have contributed to DAKSM's operations and demonstrated significant value of the software for the business.
In this case study, we will delve into the experiences and insights of CA Jignesh Kansara, a partner at the firm “DAKSM” located in Mumbai, Delhi, and Noida. Jignesh Kansara specializes in indirect tax, with a focus on GST, realty, and service tax, along with providing litigation advisory and consultancy services.
Starting with ERPCA
Before adopting ERPCA, Jignesh Kansara had tried multiple software solutions but faced issues related to maintenance and updates. Many software providers often neglected their products after the initial launch. Jignesh’s encounter with ERPCA and its creator, Sujeet Karn, based on a referral from another CA, was a “game changer”. The personal touch and a listening ear to his problems and challenges with using some of the other practice management software solutions helped Jignesh decide to give ERPCA a try.
The role of ERPCA for DAKSM
ERPCA played a pivotal role in DAKSM’s practice management, primarily focusing on task management, planning, and preparation. With a team handling litigation cases and advisory services, advanced planning and efficient task tracking became essential. ERPCA’s dashboard and scheduling features helped the firm streamline their work and gain a clear view of upcoming deadlines and tasks.
Task management
ERPCA facilitated the creation and tracking of tasks, ensuring that nothing fell through the gaps. This feature was crucial for Jignesh’s practice, where timely preparation for hearings and compliance matters was imperative.
Planning and preparation
ERPCA allowed for advanced planning and preparation, preventing last-minute rushes and ensuring that the team was well-prepared for their commitments.
Efficiency and resource management
The software improved efficiency by providing insights into task duration. It allowed for better resource allocation, helping DAKSM’s meet deadlines and manage workloads effectively.
Preventive tool
ERPCA served as a preventive tool by highlighting discrepancies and challenges in task completion. This enabled proactive problem solving and improved overall productivity.
The value of analytics
Analytics and reporting features in ERPCA enabled Jignesh to analyze data and track trends over time. This data-driven approach helped in predicting task durations and resource requirements. It also facilitated early identification of issues and allowed for necessary adjustments.
Mobile App and the future
While Jignesh preferred the desktop version for in-depth analysis, the mobile app gained popularity among younger team members who appreciated its convenience, particularly for attendance and task updates.
Jignesh also believes that AI and technology will play a significant role in the future of the CA profession. While embracing technological advancements is essential, maintaining personal touch with clients and ensuring accessibility remains crucial.
He suggested that ERPCA could enhance its product by including a quotation feature. Starting from generating quotes and proceeding to invoicing within ERPCA would provide a comprehensive solution for practice management.
Interested in improving your customer satisfaction, increasing client retention, preventing revenue leakage, maximizing efficiency and effectiveness? Register for a demo of ERPCA, India’s first multi-lingual, mobile-app based office management software for CA firms, tax consultants, financial services advisory firms and more.
Better still, sign up for a 14-day free trial of ERPCA and see for yourself the wonderful features and benefits of this software.
