Why MeraOffice CA Office Management Software?
MeraOffice is the cloud-based CA task management software that will make your team more productive & allows you to serve more clients without increasing your team strength
Online Cloud-based Office Management Software For CA, CS, CMA, Tax Consultants, Advocates and every professional to manage their office work, team, clients & invoicing. Getting started is as easy as creating a Google account.
MeraOffice provides following features. This is just scratching the surface, many more features has been planned.
Add and Manage multiple clients and contacts Manage SMS and Email notifications
Select from System-defined services Add user-defined tasktypes Make Checklists or Milestones to be achieved for each Tasktype.
Assign Tasks to staff with Target date and Due date. Monitor progress of task on realtime basis through auto Timestamp of Milestones and blockers
Create Task Template for Recurring Tasks Create Scheduled tasks and plan for future
Client Based invoice settings Auto generated invoices Task based billing
Create user accounts of Staff Roles Access Management Assign Task Supervisor and Task Leader
Manage inward and outward attachments Mapping of documents with tasks Secured cloud storage
Interactive Dashboard to increase work productivity Suggestive actions Reports for performance appraisals
Public URL for each task Facility to upload documents by client Task Timeline for client
Only Top-up for Email and SMS Notification where required
MeraOffice is the cloud-based CA task management software that will make your team more productive & allows you to serve more clients without increasing your team strength
With multiple team-member assignment feature in Tasks, Daily Activity Stream & Task Dashboard, all team-members would be always in-sync and be able to prioritize and schedule task optimally. You can add a list of bullet-points with custom icons, checkmarks and a product display.
With MeraOffice task management software you have access to tasks with deadlines & checklists, which give you total clarity as to which team member is lagging behind, over-burdened, or when the task is delayed at the instance of the client.
The client is assured of complete transparency about the progress of the task through unique task public link and Email and SMS notifications.
Generate GST Compliant Invoices. With tasks interconnected with Invoice and Payment, our Software shall help you to track unbilled tasks and possible revenue leakage. Our interactive Dashboard shall give action hints resulting into faster collection of fees.
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