Case Study

Cloud-Based Office Automation for Chartered Accountants

SJPP Soft developed CA360, a comprehensive cloud-based office automation platform designed to help Chartered Accountants and accounting firms manage clients, tasks, compliance, billing, staff, documents and communication from a centralized digital platform.

Project Duration 6 Months

Industry Logistics & Supply Chain

Client Confidential

Explore Details

Faster Operations
Higher Accuracy

Real-time Tracking
& Analytics

Project Overview

About the Project

CA360 is an all-in-one office automation and practice management platform created to simplify the day-to-day operations of Chartered Accountant firms.

The platform brings together client management, task management, compliance tracking, billing, staff management, document management, communication and reporting into one centralized system.

Explore Solution

Client Management

Track stock levels in real-time and reduce manual inventory work.

Task Management

Manage incoming and outgoing orders with an efficient workflow.

Compliance Tracking

Monitor goods movement across multiple warehouse locations.

Reports & Analytics

Generate actionable insights using detailed operational reports.

The Challenge

Key Challenges

CA practices handle multiple clients, compliance deadlines, documents, tasks and staff activities simultaneously. Managing these activities manually or across disconnected systems can make it difficult to maintain visibility and consistency.

Managing client information, KYC, documents and client-specific requirements across different systems.
Assigning tasks, following up on activities and monitoring completion across teams.
Managing invoices, payments, sales and collection information efficiently.
Monitoring attendance, leave, roles, responsibilities and team performance.

Our Solution

How SJPP Soft Built CA360

SJPP Soft developed CA360 as a centralized digital platform that connects the major operational functions of a CA practice.

The solution combines:

Client onboarding
KYC management
Client file management
Task assignment
Automated task generation
Compliance tracking
Cases & hearings

The Results

Measurable Business Impact

The implemented solution delivered measurable improvements in operational efficiency, accuracy and overall productivity.

Faster Operations

Improved processing efficiency

Inventory Accuracy

Improved stock accuracy

Reduced Costs

Lower operational overhead

Client Satisfaction

Positive project outcome

Technology Stack

Technologies Used

We used modern and reliable technologies to build a scalable, secure and high-performance Warehouse Management System.

HTML5

CSS3

JavaScript

Bootstrap

MySQL

PHP

Project Gallery

Product Screenshots

Explore some key screens from the project.

Dashboard

Analytics

Staff Management

Stock Control

Client Management

Operations

Task Group

Insights

"SJPP Soft delivered exactly what we needed. The CA360 significantly improved our operations, reduced errors and gave us real-time visibility. Their team was professional, responsive and easy to work with."

Arvind Shankur CA · Acan Associates

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Cloud-Based Office Automation for Chartered Accountants

About the Project

Client Management

Task Management

Compliance Tracking

Reports & Analytics

Key Challenges

How SJPP Soft Built CA360

Measurable Business Impact

Technologies Used

Product Screenshots

Dashboard

Staff Management

Client Management

Task Group

Let's Build Your Next Success Story

Experience CA360 in Action

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Experience CA360 in Action

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