Client master
Configured around your organization, user roles and reporting needs.
CA OFFICE MANAGEMENT SOFTWARE
Compliance, clients and team work organized in one dashboard.
Designed for CA firms and professional offices to manage clients, assignments, statutory due dates, documents, staff workload, reminders and billing.
📍 Patna, Bihar✓ Customizable✓ Cloud-ready✓ Support available
CAPABILITIES
Full-featured, flexible and built to scale.
Choose the modules you need now and expand as your operation grows.
Entity & PAN/GST fields
Configured around your organization, user roles and reporting needs.
Compliance calendar
Configured around your organization, user roles and reporting needs.
Task assignment
Configured around your organization, user roles and reporting needs.
Due-date reminders
Configured around your organization, user roles and reporting needs.
Document repository
Configured around your organization, user roles and reporting needs.
Staff workload
Configured around your organization, user roles and reporting needs.
Work status tracking
Configured around your organization, user roles and reporting needs.
Recurring assignments
Configured around your organization, user roles and reporting needs.
Billing & receipts
Configured around your organization, user roles and reporting needs.
Client communication log
Configured around your organization, user roles and reporting needs.
MIS reports
Configured around your organization, user roles and reporting needs.
Role-based permissions
Configured around your organization, user roles and reporting needs.
Audit trail
Configured around your organization, user roles and reporting needs.
WHY CRAGSYS
Local understanding. Professional delivery.
We combine product engineering, cloud deployment and ongoing support so organizations in Patna and Bihar can work with one technology partner from planning to production.
✓Never miss important due dates
✓Improve team accountability
✓Centralize client records
✓Track work and billing together
IMPLEMENTATION
A clear path from requirement to go-live.
01
Discover
Understand users, data, current process and goals.
02
Configure
Set modules, workflows, roles and integrations.
03
Launch
Test, migrate data, train users and deploy.
04
Support
Monitor, improve and add capabilities as needed.
FAQ
Common questions about CA Office Management.
Can recurring compliance tasks be created?
Yes. Recurring assignments and due-date reminders can be configured for periodic compliance work.
Can documents be stored by client?
Yes. Documents can be organized against clients and assignments with controlled user access.
Can partners monitor staff workload?
Yes. Dashboards can show assigned work, due items, status and staff workload.
PATNA & BIHAR
Ready to discuss CA Office Management?
Tell us your requirements and we’ll suggest the right implementation approach.