1 | Practice Management and Promotion Solution for Small and Medium CA Firms

TeamOffice Practice Management and Promotion Solution

Efficiently Create and Collaborate Projects, Tasks & Documents

2 | Practice Management and Promotion Solution for Small and Medium CA Firms

Key Functions of Practice Management

and Promotion Solution

Engagement (Practice) Management

Co-ordinate projects and accesses any type of documents from any part of the

world - even from your mobile hand set

Document Management

Choice to edit documents with # 1 online Office Application, Reduce licensing cost

of other costly office applications

Practice Development

Client Relationship Management Solution to provide better services to existing

clients and develop new clients

Time Management

Track time spent on projects and relevant tasks. Know about the time spending

pattern on billable/ non billable projects

3 | Practice Management and Promotion Solution for Small and Medium CA Firms

KEY FEATUES OF PRACTICE MANAGEMENT AND

PROMOTION SOLUTION

Projects, Tasks and Milestones Tracking

Manages the complete lifecycle of your client’s engagements, statutory compliances and internal projects form initiation to completion.

Create project outcomes, milestones (deadlines), execute relevant tasks by delegating to team and monitor with ease.

Multiple options to generate lists of ongoing projects and tasks for efficient monitoring.

Lists of overdue and upcoming milestones with relevant tasks of a specific project or all ongoing on projects.

List of projects with No Open Milestones and No Open Tasks helps you assess the status of the completion of the project.

4 | Practice Management and Promotion Solution for Small and Medium CA Firms

Online Documents Creation, Organizing and Collaborating

Store, View, Edit and Share Documents, Spreadsheets, Presentations and PDF etc. online

Maintain separate repository of documents -for every project , client and personal documents , shared documents

Automatically Maintain multiple version of all documents

Facilitates to transfer existing folders in bulk

Attach your cloud drives like Google Drive, Box, Drop Box, Skydive etc. and share them with the team members.

Retrieval of documents easier – By project, By Client, By Tasks and Common Documents Repository to save master documents and templates etc.

5 | Practice Management and Promotion Solution for Small and Medium CA Firms

Client Relationship and Practice Promotion Tools

A unique place to manage all information about your clients and associated contacts, projects, tasks, documents and interaction details etc.

Profiles, categorizes clients and assign tags for ease of retrieval with facility of custom designed fields and bulk import.

Restricted access for each client to certain teams or identified team members in every team helps securing your clients confidential data and documents

Helps to create record of potential clients, add enquiries forms to your website and create opportunities to chase new clients.

The complete history of interaction, tasks, meetings, documents and emails exchanged are available at one place.

6 | Practice Management and Promotion Solution for Small and Medium CA Firms

Personal and Group Calendars - Never Miss Deadlines

Multiple calendars, separate for each project and every client

Personal calendars and organization wise calendars to display birthday of team members

Bulk creation of all compliances related events ensuring that nothing missed out and all deadlines fulfilled in time.

Every calendar has its own access right and calendar owner can decide who have access to their calendars.

Automatically sync with other calendars you are already using.

Timely notification emails about calendar events

7 | Practice Management and Promotion Solution for Small and Medium CA Firms

Team and Interns Management and Reporting

Maintain information of system users and groups they belongs to, record birthdays and prompt to team members

Access to clients as guest user to co-ordinate on projects running on and share information in real time.

Automatically record time spent on each and every project and facilities for manual data entry for time spend.

Reports about activities done by a specific user or all users of a group or multiple groups.

Monitor team engagement through automatic reporting mechanism.

8 | Practice Management and Promotion Solution for Small and Medium CA Firms

Intranet and Knowledge Sharing Tools

A social network tool for your organization that lets you communicate and collaborate not only with your project team, but with the entire company.

Corporate blog to share the interesting information, thoughts and experiences

Share events, news, new client procurement , announcements etc

Discuss issues and share your ideas and knowledge leading the forum discussion

Create, store your bookmarks and share them with other portal users.

Wiki system to document firm wide knowledge at one central location

9 | Practice Management and Promotion Solution for Small and Medium CA Firms

Inbuilt Email Client and Mail Management Tools

Communication tools to manage your correspondence right on the portal.

Message management solution helps you work more efficiently, improve business communication and allows you to manage one or several email accounts, communicate quickly and manage the contacts effectively.

This mail system gives you access to your clients database maintained in the CRM system and hence helps you organize email addresses in a single place.

Mails can be linked with CRM records and multiple tags can be assigned for easy retrieval.

10 | Practice Management and Promotion Solution for Small and Medium CA Firms

Instant Messenger for Real-time Communication

Instant messenger for real-time communication between co-workers and guest client users.

Inform about choice of status, archive history, transfer files in addition to multi-user chat support, search function

Send message to a mailing lists of internal users, provides chat rooms and create the conference in real time.

Sends notifications to provide you with information about every change at your portal.

Helps work together easier and achieve collective goals.

11 | Practice Management and Promotion Solution for Small and Medium CA Firms

BENEFITS OF PRACTICE MANAGEMENT AND

PROMOTION SOLUTION

Quick Overview of Clients’ Engagements

Whenever and wherever you want- in office, at home or on the road, from your mobile handset

Increased Efficiency & Enhanced

Productivity

Improved information and knowledge management practices with easy collaboration on projects and tasks

Better Services and Satisfaction to Clients

Make clients as guest user to your system to collaborate on their projects and documents.

Saving on Microsoft Office Licenses

Inbuilt Word Processer and Spreadsheet applications reduces your requirement of Microsoft Office licenses.

Efficient Team Management & Reporting

Hundreds of reports on status of ongoing projects , tasks and team members engagement

Real-time Joint Editing of Documents

Enables geographically diverse team to review and edit on same document at a time

No More Loss of Information

Lying in Emails

Better organizing of emails with attachments because of link facility with right project, task or client.

Repository of Common Documents and Templates

Build repository of documents and templates of common interest for whole organization and individual practice unit.

Easy Integration with Document Sync services

Take benefit of added feature of providing access to your documents after attaching sync services to the portal

Team Members remained Informed and Updated

Choice of automatic email notification about the projects, tasks, deadlines and calendar activities