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Built Distinctively for Professional Service Industry

eProcessify is built distinctively for professional service industry like chartered accountant firm, accounting & book keeping service industry, valuers and DSA for loans. Currently they struggle following Standard Operating Procedures (SOP). eProcessify helps them to manage SOP and make sure everyone in the team is following SOP. Moreover, it can help to track the progress, filter the checklist, manage the client’s document and have clear picture on status of the work.

Features

Product Roadmap

Workflow Management

Process Management

Task Management

Attachments

Notes & Comments

Activity Log

Filtering

Checker & Maker (Approval)

Client Management

Add/Edit/View client

Password Management

Client Important Documents

Client Grouping

Client DSC Management

Others

Automate Email Reminders

Automate Message Reminders

Timesheet

Invoicing

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