c.a.
68 Points
Joined August 2007
The most important software for a chartered accountant is one which helps him build a firm that can run without his constant supervision, because a CA firm should last longer than the life of CA himself. Therefore, he should first look for practice management software which can systemize and automate his admin task, so he can save time for working on business than working in business.
The best CA office management software is one which is designed considering the different requirements of different users working in CA firms. It should cover the requirements of
Project managers - who are working on client jobs
Project Reviewer - whose job is to review the quality of client jobs
Service Manager - whose job is to update the SOP to comply with latest legal requirement
Business developers - who are trying to increase business by bringing new clients and offering more services to existing clients.
Practice managers - whose job is to manage overall practice.
Firm owners - whose job is to make decision which service to continue or discontinue etc.
This all takes detailed research to be conducted. I think Practice Management Software for Chartered Accountants & Tax Professionals does it well. Get detailed overview of the same at
https://www.youtube.com/watch?v=9TOVgg0_c0s