Case study · Growing practice, Delhi NCR

How CA Jatin Sethi's team stopped sending daily status updates.

Started in Excel with a team of four, the practice needed a cloud system when the 2020 lockdown sent everyone home. ERPCA began as task tracking and grew into invoicing, timesheets and attendance.

CA Jatin Sethi, Chartered Accountant since 2016

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The firm background

Who they are

Jatin Sethi comes from a family of businesspeople in trading and manufacturing, but chose the CA profession and qualified in 2016.

In 2019 he realised the practice needed practice management software. As the team grew, keeping records in Excel became cumbersome.

Practice: CA Jatin Sethi
Qualified: 2016
Team at start: Four people, managed in Excel
On ERPCA: Nearly three years at the time of the interview (2023)

Operational bottlenecks

The challenges before ERPCA

Excel did not scale

With four people the team managed in Excel. As it grew, maintaining records became cumbersome.

Remote work in 2020

The pandemic forced remote work, and the practice needed a cloud-based solution.

Cost and few good options

Cost and a lack of suitable cloud products made the search difficult.

No visibility of work

He wanted clear visibility of tasks and progress without chasing the team.

The ERPCA implementation

More than task management

He found ERPCA through a referral. The responsiveness of founder Sujeet Karn and a thorough explanation of the software convinced him. The first goal was tracking the team's work; ERPCA soon became far more.

Task management

Clear visibility of every task and its progress.

Invoicing

Billing runs from the same system as the work.

Time tracking

Timesheets show where the team's time goes.

Attendance on mobile

The team marks attendance on the ERPCA app for iOS and Android, and uses the desktop for detailed work.

His advice to other firms

Invest time in learning the software thoroughly, explore its features to get the full benefit, and pick up tips and tricks from other users in the community.

Documented practice outcomes

What changed for the firm

No daily status updates

Work is visible in ERPCA, so the team no longer reports status every day.

Easy to use

The first of two differentiators he names: the software is accessible to his whole team.

Support that shows up

The second: exceptional customer support made adoption succeed.

Feedback to our product team

He suggested more structured invoices that handle long descriptions and combine line items, and better credit notes. Our product team has these on its list.

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