About Software
Care AI has developed Practice Management Software which covers the complete functionality of managing , tracking and recording of activities for practice managament of chartered accountants , company secretarty and advocates.
Care AI enterprise risk management software helps you to identify, assess, monitor and report on your strategic objectives, risks, controls, and contributing factors.
Software Modules.
The software covers following functionality for Practice ManagementCompliance & Task Management
1. Setup multiple Org , Locations & Client Groups
2. Client Relation Management
3. Task management & Scheduling
4. Role based Access
5. File Management
6. Due Dates Management
7. Client Billing
8. Separate Client Logins
9.Employee Management
10.Document Management
11.Knowledge Management
12.Enquiry Management
13.Asset Tracking
Financial Planning
1.Client Financial Goals
2.Investment Management
3.Loans Management
4.Insurance Management
5.Client Request from Client Portal
6.Mutual Fund
8.Real Estate
9.Fixed Deposits
10.Document Management
11.TO DO List
Audit Management
1. Advances: New Advances (OD, CC, Loans), Overdue Advances, etc.
2. Other Advances: Bills Purchased, Bills Discounted, LCs, BGs, etc.
3. Deposit Accounts: Opening of Accounts (Including KYC norms)
4. IBC, OBC, Safe deposit lockers, ATM, etc.
Features List.
We provide a wide array of Usable & Flexible Features to resolve challanges in consulting
Everything is accessible from one place
Client Details, Billing , Task Notes ,Documents, Due Date , Employee Assigned , Goals , Investments , Loans , Insurance etc
Employee & Client Training
A knowledge base built to scale client support, success, and educate client & teams.
Security
Role based logins , seperate logins for Admin , Employess and Clients
Mobile Access for iOS and Android
View the detailed task for any date and for any client in real-time. Access client contact information.
Collobrate
Employees & Client can collaborate with Principal/Owner on common platform.
Reports
It helps to generates various types of reports and queries vital for practice management .
Parameterized
Most of the features can be easily customized and hence allows practice to enforce changes.
On-line and Automated
It is fully automated software which captures queries and remarks for each task and audit activity which will be shared within employee , client .
Client Engagement
Secure messaging and a full client portal let you stay connected with client in life cycle of service. .
On Premises Option Available
On-premises software option help client to install and runs software at client own computers.
Frequently Asked Question
Pricing.
We believe in Flexible Costing.Starter
- Task & Client Management
- Source Files
- 100 User Accounts
- 1 Year License
- Phone & Email Support
Professional
Most Popular- Client & Task Management
- Financial Management
- Source Files
- 1000 User Accounts
- 2 Years License
Enterprise
- Client & Task Management
- Financial Management
- Audit Management
- Source Files
- 500 User Accounts
- 3 Years License
- Phone & Email Support
On Premises
- Full Access
- Source Files
- 1000 User Accounts
- 5 Years License
- Phone & Email Support
Why choose Us.Because we are Reliable.
Our fantastic team have lots of experience in practice management and Software development . They’re happy to help whether you need advice before, during or after implementation of solution.
Our Mission.To Redefine your Brand.
Our mission is to deliver optimal solutions with quality and services at reasonable prices. We always try to improve the quality of our products by exploring innovative ideas.
What we Do.Make our Customers Happy.
Every equirement is different, and we want to make sure you get exactly what you need. Choose the package you want and select any helpful products and services you’ll need along the way.