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CA Office Management Software

caofficemanagement.org is a first of its kind website which has been developed with the sole purpose of helping professionals like Chartered Accountants, Company Secretaries, Tax Advocates make an informed decision. The origin of this website dates back to the time when a group of professionals were searching for the right product for their firm and couldn’t zero in on a single product due to lack of unbiased opinion.

Today, more than half a dozen tools are available in the market for practice management. With each passing day, practice management software has become an indispensable part for every professional firm. Earlier, firms have been deploying technology with the expectation of reaching new heights and envisaging new horizons, today we need such tools for mental peace and survival.

Every software claims to be the best, it is for the professional firms to prioritize their requirements and accordingly select the right tool. The comparison table is aimed at helping professional firms in right product selection.

Firms are moving to cloud based practice management softwares in India. With rapid digitalisation, the way offices of chartered accoutnnats and tax consultants were managed, complely changed.

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JamkuCCH i-FirmPapilioCA DashboardMy TaskERP CACA Office Automation

Software Name Jamku CCH i-Firm Papilio CA Dashbaord My Task ERP CA CA Office Automation
Overall rating
Launch Year 2018 2013 2010 2015 2017 2017 2016

Client Management

Client Grouping
Good Mandatory
Good Mandatory
Non Systematic
Good Mandatory
Good Non Systematic
Good Mandatory
Client Tagging Tagging helps in quickly filter the client list
Complaince Dashboard Birds eye view of recurring tasks
Negative Compliance Report Tracking of which tasks are not yet created
Client Profile
Password management
Custom Fields for Client
Update Client in bulk

Task Management

SubTask
Workflow Pass the task to other team members as and when the activity is completed
Stages
Stage Dashbaord Birds eye view of stages
Checklist
Checklist Dashboard Birds eye view of checklist
Custom Fields for Task Add your own fields for tracking other than which are available in the software
Bulk Task Update
Change Log / History
Estimate Cost/ Hours
Task Team Member Assignment Multiple Multiple Multiple Multiple Limited to 3 Multiple Multiple
Sub Task Team Member Assignment Mutiple Mutiple Mutiple Mutiple
Checklist Team Member Assignment Single Multiple Multiple

Time Tracking

Based on Hours
Based on From Time to To Time
Start & End Button
Analysis of Total Work Detailed Detailed Not Detailed Not Detailed Not Detailed Not Detailed Not Detailed
Pivot / Grouping Reports
Comparison with Attendance Compare hours present in office vs Time Sheet filled
Compare time taken historically for same client

Search Capabilities

Advance Searching
Natural Query Search Search using common words like "Created Today"
Fuzzy Search
Phonetic Search
Excel like filtering
Speed of Search results

Digital Signature

Location Tracking
Location History Tracking
Expiry Date Tracking
Reminder for Expiry

File Management

Total files upload limit unlimited unlimited unlimited unlimited unlimited unlimited unlimited
Max file upload size 100 Mb 50 Mb 50 Mb 40 Mb
Version Tracking
Open files without downloading
Upload files to Task
Upload files to Client
Upload files to Sub Task
File Templates
Direct Screenshot Upload
Drag & Drop
Link offline files Shortcut to the files on your server
Integration with OneDrive, Google Drive, Box
Edit Files in Software

Client Communication

Bulk SMS to Client
Bulk Email to Client
Once Click dialing
Once Click Whatsapp Message
Automated Email and SMS

Client Login

Login is based on Mobile Number Mobile Number Mobile Number Mobile Number email id email id
Available for free
Custom Domain
File Download
File Upload
Payment Gateway

HR Functions

Attendance
Location capture in Attendance
Track usage of software Know whether the team members are using the software
Payroll Processing

Money / Billing

Track tasks whch are billed/unbilled
Create Bills / Invoice
Create Receipts
Compare actual billed vs estimated cost
Create invoice for multiple entities

Authorisation (Permission System)

Control which actions can be performed Control actions
Control which features can be used
Report Filter Don't allow full report access
Logs of records deleted

Help / Support

Help Documentation
Help Vidoes
Customer Support

Data Input

Create Records by Import
Edit Records by Import
Bulk Edit in Software

Avaliable on

Browser
Windows App
Android App
iPhone / iOS App
Mac OS App
Linux App

Security

Login Logs
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