Create workflows in no time for your entire team. You can monitor the activity at each step and make the necessary changes
Workflow Templates
Speaking of flow, ERPCA helps you to create a set of tasks and subtasks, assign team members, set auto creation date, organize the activities with the order each should be completed in, and set due dates for same. That should get the work flowing.
Recurring Task(s)
Once ERPCA helps you create a unique task or one from a template, you can set the interval you want it to repeat at and set fixed or relative start or due dates. After the current task has been completed, ERPCA auto-creates the next task for you. That should keep the work flowing.
Bulk action on tasks
Bulk up! It’s easy to create tasks (or task templates) for several clients at once. With ERPCA, all you have to do is copy the existing service that apply to specific groups of clients, or pick individual clients from your client directory.
Automate Repetitive Tasks
For repetitive tasks—you know, GST and Income Tax—with just a few clicks, you can set up a task to recur on a predefined schedule. Why manually create tasks each time?
WHAT OUR CUSTOMERS SAY
We have received plenty of awesome testimonials
Recent Blog
- Top 5 Collection Management Mistakes and How to Avoid ThemAs a CA, CS, or tax professional, managing collections is more than just a task—it’s...
- Saving vs. Investing: What’s the Difference? A Complete Guide for InvestorsWhen it comes to building wealth, two terms frequently pop up: saving and investing. While...
- How to Navigate Tax Issues in Mergers and AcquisitionsMergers and acquisitions (M&A) are major financial undertakings for any business, requiring thorough planning, especially...