Cloud-Based Office Automation for Chartered Accountants
NewSoft Solutions developed CA360, a comprehensive cloud-based office automation platform designed to help Chartered Accountants and accounting firms manage clients, tasks, compliance, billing, staff, documents and communication from a centralized digital platform.
Higher Accuracy
& Analytics
About the Project
CA360 is an all-in-one office automation and practice management platform created to simplify the day-to-day operations of Chartered Accountant firms.
The platform brings together client management, task management, compliance tracking, billing, staff management, document management, communication and reporting into one centralized system.
Explore SolutionClient Management
Track stock levels in real-time and reduce manual inventory work.
Task Management
Manage incoming and outgoing orders with an efficient workflow.
Compliance Tracking
Monitor goods movement across multiple warehouse locations.
Reports & Analytics
Generate actionable insights using detailed operational reports.
Key Challenges
CA practices handle multiple clients, compliance deadlines, documents, tasks and staff activities simultaneously. Managing these activities manually or across disconnected systems can make it difficult to maintain visibility and consistency.
- Managing client information, KYC, documents and client-specific requirements across different systems.
- Assigning tasks, following up on activities and monitoring completion across teams.
- Managing invoices, payments, sales and collection information efficiently.
- Monitoring attendance, leave, roles, responsibilities and team performance.
How NewSoft Built CA360
NewSoft Solutions developed CA360 as a centralized digital platform that connects the major operational functions of a CA practice.
The solution combines:
- Client onboarding
- KYC management
- Client file management
- Task assignment
- Automated task generation
- Compliance tracking
- Cases & hearings
Measurable Business Impact
The implemented solution delivered measurable improvements in operational efficiency, accuracy and overall productivity.
Technologies Used
We used modern and reliable technologies to build a scalable, secure and high-performance Warehouse Management System.
View Technology DetailsProduct Screenshots
Explore some key screens from the project.
Dashboard
Analytics
Staff
Stock Control
Client
Operations
Task Group
Insights"NewSoft Solutions delivered exactly what we needed. The ca360 significantly improved our operations, reduced errors and gave us real-time visibility. Their team was professional, responsive and easy to work with."
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