eProcessify - Introduction

eProcessify An Advanced Workflow

Management Software For CA & Accounting
Firms.

Unifies Work, Email And Invoices on a Single

Platform.
 Team

Work, Emails and Invoices are synchronized with each other to keep your organization streamlined

Emails Work Invoices

Management Management Generator

No synchronization between your Work, Emails and Invoices

 eProcessify - Introduction

● Work Management
● Email Management
● Invoice Generator
 Typical Work Pattern

● GSTR3B, GSTR1, GST CMP-08

You gets the Records/Data from client
● TDS Payment, TDS Returns
● Income Tax Returns
● Audits (Tax/Company)
Prepare Working

Ask client to do Tax Payment

File a Return
 Work Management
Automation
Task Creation every Month/Quarter/Year

Task
Automation
XYZ Client Pvt Ltd. GSTR 3B July - 2023
Email sent for Data collection Awaiting In
Reply
Process
Record
TaxNot
Payment
Return
Received
to
Pending
be filed
Client sends data

Prepare working

Send email for Tax payment or

Confirmation (in case of excess ITC)

Client make Tax

payment
 Why Work Management?
Work Report by Service - Improves Visibility
 Work Visibility
Work Report by Client
● Work Management
● Email Management
● Invoice Generator
Email Management - Problems with Single Support Email and Separate Email

Single Support Email Separate Email

● Fragmented communication -
● Single read/unread copy for all
results into communication gaps
employees resulting into overlooked
among team members.
emails
● Difficulty in Monitoring - Cannot
● Every employees sees all emails
ensure if customer issues are
addressed
● Increased IT Overhead
 Email Management
Sujata Avinash Vikas

Email from XYZ Tax Audit Email from XYZ Tax Audit
Pvt. Ltd. 2022-23 Pvt. Ltd. 2022-23

Problems: Solution:
● Mails overlooked ● Everyone have his own read/unead copy
● Everyone sees emails from every client Email from XYZ ● Employees only sees the email on which
Pvt. Ltd. he is working
● Communication trail is maintained
● Work Management
● Email Management
● Invoice Generator
 Invoice Generator

Small and Medium organizations

No synchronization between work and billing department

Work Department Billing Department

Large organizations
Manual Followup Reminder
Automation
after every n days

Feb-2023
Checklist

Invoicing Module
Followup Reminder
after every n days

GSTR3B
Mar-2023
Checklist

Followup Reminder
after every n days

Accounting
Firm Jan-2023 Apr-2023
Checklist Checklist
Followup Reminder
after every n days

Automated
Invoice
May-2023
Checklist
 Why eProcessify?
● Boost Team Collaboration
● Improves Visibility
● Automate day-to-day
operations
● Improves Efficiency and
Productivity
 Training & Doubt Resolution
Session (T DRS)
> Training and Doubt resolution session is much required for any
GROWING FIRM.

> Anyone from Anywhere can JOIN our TDRS.

> Apart of daily support - Every month ONE TDRS.

> It will directly improve your TEAM members work effiecency.

Elevate your accounting firm today by improving client service.

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eProcessify
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Contact us!

https://eprocessify.com/contact