Case study · Multi-branch practice, Rajasthan
How a Jaipur and Jodhpur firm kept up with GST-era compliance.
Dr. Arpit Haldia and Kuldeep Johar have run their CA firm since 2002. When GST multiplied compliance work and the pandemic sent staff home, they moved the firm onto ERPCA in 2020.
Dr. Arpit Haldia, Partner, with Kuldeep Johar
Dr. Arpit Haldia
Partner, with Kuldeep Johar
The firm background
Who they are
Dr. Arpit Haldia and his partner Kuldeep Johar have operated their Chartered Accountancy firm since 2002, with offices in Jaipur and Jodhpur.
Since GST arrived in 2017 and digital filing became the norm, the firm saw it needed a complete practice management system to keep up.
- Partners
- Dr. Arpit Haldia and Kuldeep Johar
- Established
- 2002
- Offices
- Jaipur and Jodhpur, Rajasthan
- On ERPCA
- Since 2020
Operational bottlenecks
The challenges before ERPCA
Compliance grew multifold
GST and other digital filing requirements multiplied the number of compliance tasks.
Staff working remotely
COVID-19 forced remote work, making it hard to coordinate and monitor tasks across two offices.
Clients expect zero slips
Clients expect timely, accurate filings, and missed deadlines mean penalties and reputation risk.
No live view of performance
Partners needed to see how each person's time was used.
The ERPCA implementation
Chosen for its reputation among peers
In 2020, at the height of the pandemic, the firm implemented ERPCA, chosen for its reputation among fellow CAs and because it is built for chartered accountants.
Task allocation
Work is allocated across staff in both offices so every compliance deadline is met.
Performance monitoring
Real-time view of staff performance, so each person's time is used well.
Compliance tracking
Deadlines are tracked so no task is overlooked.
Looking ahead
The firm uses ERPCA on the web today and sees room to adopt the mobile app as it keeps adapting to new technology.
Documented practice outcomes
What changed for the firm
Deadlines under control
Streamlined allocation and tracking reduced the risk of missing compliance dates.
More productive teams
Real-time monitoring led to better time management and higher productivity.
Fewer penalties
Staying on top of compliance reduced the risk of penalties and unhappy clients.
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