Streamline your practice, enhance client management, and boost productivity with CA Office 360's intelligent automation and **seamless omni-channel communication**.
OTP-based authentication, KYC, DSC, client ledger, and easy import of existing data for seamless client onboarding and management. Includes **client-specific fee structures and view portals**.
Multi-step tasks, automated generation, calendar view, urgent task pop-ups, and client-wise reminders for efficient workflow. Features an **integrated chat window for task-specific communication**.
Automated invoice generation from completed tasks, **direct invoice sharing with clients via WhatsApp and email**, and comprehensive sales & collection reports.
Staff registration with KYC, attendance tracking, role definition, team leader assignment, and robust leave management system.
Leverage **omni-channel communication** via **WhatsApp and email** for automated client reminders, compliance deadlines, and daily task updates at 9:00 AM and 9:00 PM. Our system provides **powerful follow-up** capabilities, including configurable reminder dates, document requirement reminders, and automatic birthday wishes for clients, staff, and contacts.
Detailed case creation, assignment, hearing & submission management with document tracking, and due date reminders.
Track staff and team performance with a point-based system, daily tracking, and various performance charts for admin and managers.
End-to-end encrypted document storage on cloud, tracking of storage space, and options for space extension plans.
Future enhancements include AI-driven analysis, GSTR-1 generation, and AI-assisted replies to notices/letters.
Automate repetitive tasks, manage deadlines effortlessly, and free up valuable time for strategic work.
With automated reminders and systematic tracking, never miss a deadline or risk non-compliance again.
Provide clients with real-time updates, easy document access, and **proactive, personalized communication via multiple channels** for a superior experience. Our **powerful follow-up system** keeps everyone informed.
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Read Our BlogDiscover how CA Office 360 has helped firms like yours achieve remarkable efficiency gains and client satisfaction. Explore our success stories.
View Case Studies"CA Office 360 has revolutionized our practice! The task management and **omni-channel client communication features** are outstanding, simplifying our daily workflow."
- CA. Rakesh Sharma, Managing Partner
"The compliance reminders and **powerful follow-up system** are a lifesaver. Our team is more efficient, and clients are happier than ever due to **timely updates via WhatsApp and email**."
- Ms. Priya Singh, Senior Associate
Join hundreds of Chartered Accountants who trust CA Office 360 to manage their office with ease and efficiency.