TOP 5 Best Office Management Software For CA Office Automation

Helping Choose the Best Online CA office management software by showing the comparison between AraysCRM.com, Jamku, CADashboard, Wolters Kluwer CCH iFirm, Papilio, MyTask. AraysCRM.com being the Free CRM offers many modules useful for CA in Practice on regular basis.

TOP 5 Best Office Management Software For CA Office Automation

What Is The Purpose Of Office Management Software?

The sole purpose of an office management software is to make things easier for its users. It is there to streamline every possible process within an organization. Its primary focus is automation. It automates various operations related to different departments like sales, accounting, finance, human resources, and more. Office management software helps organize information and reduce redundancy in your data.

Office Management Software Helps With

  • Client management
  • Employee management
  • Document management
  • Task and project management
  • Workflow management
  • Receivables management

Why Your Business Need Office Administration Software

Businesses of various sizes, be it small, medium or large, need office automation software because all the work is done on paper. The paper filing system is becoming redundant, and office management software is taking over its place. An integrated office management system is there to take care of office documentation by maintaining an online database of all the records and transactions.

Office management software can store, edit, manage and share your data, making it easier for you to handle large amounts of information. It is the perfect software to manage your day-to-day tasks. Chartered accountants and accounting professionals rely significantly on these solutions to manage day-to-day activities in their office. 


CA Software for Accounting

CA software for accounting ensures smart management of mart accounting with Bill, receipt and Petty cash. It helps generate bills and receipts against different companies simultaneously. 


Practice Management Software for Chartered Accountants

Run Your practice in autopilot mode with practice management software for chartered accountants. It helps take care of your organization's compliance by facilitating secure communication between team members. 


Task Management Software for Accountants

With office automation software, track the time taken for each task and the expense related to that. This way, you can ensure cost-effective processes and achieve higher productivity.  

Functions of Office Management Tools


Client Management

Client management includes getting more clients as well as maintaining the existing ones. This includes customer relationships, invoice generation, email marketing, and product cataloging.


Employee management

Happy employees are the most efficient. Maintain employee profiles and records, workflow approvals, news and alerts related to the company, and employee polling; all the information can be stored in just one platform.


Task management

From daily tasks to maintaining Gantt charts, everything can be done with the help of office management software. You can handle multiple teams and projects, add external users, and manage documents, tasks, and subtasks.


Document management

With Office management software, you can store your files securely, edit them, and even download the necessary files. Give file access rights to selected people for better security in the organization.


Time Tracking Management

Manage your time as well as your employees’ time. Set clock-in and clock-out time, perform easy time tracking, manage calendar events and generate work reports with office management software. You can even set work hours for each employee when needed.


Communication Management

Communication is the key to success. Collaborating via communication is very important when you work as a team. Features like instant messaging, emails, group chats and video conferencing to communicate in a better way. 

Benefits of Office Automation Tools


Increased Productivity

Using office productivity software which increases productivity to a vast extent. Because most of the manual tasks are automated, so you get a lot of time for the real work i.e. analysis, business development, and decision-making.


Cost-Effective

You save a lot of money as there is no need to maintain physical records for everything. As digitization is taking place, you no longer need to maintain physical files or print documents, and hence reducing the overall cost and effort.


Increase Efficiency

Automation leads to managing manual tasks automatically which in turn takes very little time. Also, office management software can perform multiple tasks at once, decreasing the overall time taken. It also utilizes artificial intelligence to do so.


Enhanced Security

Paper-based documentation leads to a very high risk of losing vital information. With office management software, you can find the desired information at the right time. Also, you can specify the number of people who can access the information, so sensitive data doesn’t fall in the wrong hands. 

Best Online CA office management software

  • AraysCRM
  • Jamku
  • CADashboard
  • Wolters Kluwer CCH iFirm
  • Papilio
  • MyTask Co

Compare various Popular Office Management Software in Market

Features

Arayscrm

Jamku

CA Dashboard

CCH I-Firm

Papilio

MyTask Co

Launch Year

2020

2013

2015

2013

2010

2017

Client Features

Lead Management (Proposal, Lead Funnel, Convert to Client)

Available

Not Available

Not Available

Not Available

Not Available

Not Available

Compliance Management

Fully Supported

Fully Supported

Partly Supported

Fully Supported

Partly Supported

Partly Supported

Client Login

Yes

Yes

Yes

Yes

Yes

No

Client Dashboard and tagging

Yes

Yes

No

Yes

No

No

Quotation / Proposal convert to invoice

On payment

No

No

No

No

No

Task Features

Task Searching

All advance searching options

All advance searching options

All advance searching options

All advance searching options

Basic searching options

All advance searching options

Team Members assignment to task

Unlimited

Unlimited

Structured

Unlimited

Limited

Limited to 3

Task Stages

Supported

Supported

Supported

Supported

Partly Supported

Supported

Task Staging report

Yes

Yes

No

No

No

Yes

Task Label

Yes

Yes

No

No

No

No

Billing Features

Billing at Which Level

Client Group Level

Client Group Level

Client Level

Client Level

Client Level

Client Group Level

Multiple Bills for a Task

Supported

Supported

Supported

Supported

Supported

Not Supported

Multiple Tasks in a Bill

Supported

Supported

Not Supported

Not Supported

Not Supported

Supported

Payment link embedded in bill

Yes

No

No

No

No

No

Receipt to Bill mapping

Automatic

No Need

NA

Required

Required

No Need

Send invoice from system

Yes

No

No

No

No

No

Create credit notes

Yes

No

No

No

No

No

Team Management

Time Sheet (Client , Staff, Work, Project Based)

Yes

Partly

Partly

Partly

Partly

No

Time Sheet Analytics

Yes

Yes

No

Report needs to be created

No

No

To -do list

Supported

Not Supported

Not Supported

Supported

Supported

Not Supported

User Authorization

Simple, Easy to use

Advanced, Easy to use

Advanced, Easy to use

Advanced, Difficult to manage

Advanced, Difficult to manage

Simple, Easy to use

Attendance

No

Yes

No

No

No

No

Document Management

File Uploading

Yes

Yes

Yes

Yes

Yes

Yes

File Storing on Local Network/ Server

Yes

Yes

No

No

No

No

Permission Management of Files

Yes

Yes

No

No

No

No

Version Control

Yes

Yes

No

Yes

No

No

(History)

Integration with OneDrive, Google Drive, Box

Yes

Yes

No

No

No

No

Client File Download

Yes

Yes

No

Yes

No

No

Interaction / Interface

PC (Browser)

Yes

Yes

Yes

Yes

Yes

Yes

iPhone App

Yes

Yes

No

No

No

No

Android App

Yes

Yes

No

Yes

No

No

Mobile (Browser)

Yes

Yes

Partly

Partly

Partly

Partly

Speed

2 Seconds

2 Seconds

6 Seconds

7 Seconds

5 Seconds

5 Seconds

Other Features

Phonetic Searching

Yes

Yes

No

No

No

No

Password Management

Yes

Yes

No

No

No

No

Digital Signature Expiry Tracking

No

Yes

No

No

No

No

Interactive Charts

Yes

Yes

Yes

No

No

No

SMS to Client

Yes

Yes

Yes

Yes

No

Yes

Ease of data Export

Easy - One Click

Easy - One Click

Medium

Difficult

Difficult

Medium

User Login

Email

Mobile Number

Email

Email

Email

User Name

Pricing

User capping

No

50

50

50

50

50

Range

starting from free

10.5k

15k

35k

16k

12.7k

  

Disclaimer

 

The brand names – "Arayscrm", “Jamku”, “CA Dashboard”, “CCH IFirm”,  “Papilio”, “MyTask” are trademarks of respective brand owners. We do not have any affiliation with the brand owners. Hyperlink for respective names have been provided in this article for convenience to refer the same.

The comparison is provided to help Chartered Accountants, Company Secretaries, Tax Consultants, Advocates in identifying key differences in the functionality and pricing of these products.

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