Features

5 Modules in 1 MyTask. A Complete
CA Office Management
Software.

01

Work Management

02

Staff Management

03

Financial Management

04

Communication Management

05

Document Management

Work Management

  • Status of each service job at your fingertips.
  • Complete knowledge pertaining to pending tasks
  • Segregation of priority task from the task pool.
  • An easy overview on long due task
  • Identifying Pending Issues with each task.
  • Exact Status of all the tasks of a particular group along with issues, if any.
  • Auto scheduler and planner for the work to be done in near future.
  • Single Dashboard control for everything.
  • Relieving us from maintaining registers/diaries, excel etc. to track the work.
  • Bird’s Eye view of a particular service type
  • Document Inward Register to Manage your papers coming in office

Staff Management

  • Track the work progress of each assistant/ staff/ team member.
  • Get Each Staff’s Work report of a day / week or period.
  • Compare performance of staff at same level & Identify efficient / non efficient staff.
  • Get work done report in each segment of office in a particular day / week or period
  • Identify Top 3 or Bottom 3 Performer in your office.
  • Individual user dashboard for all pending work related to him
  • Work Occupancy Report of whole office and all segments to know what work is pending and with which staff

Financial Management

  • Single Detailed Dashboard to view Total Billing, Collection, Outstanding Fees, Advance Receipts, Ageing of Outstanding fees, top 20 debtors etc.
  • Generate Bills and Receipts
  • Each Group’s Detailed transaction report and accounting ledger
  • Auto-Accounting of bills and receipts
  • Revenue Leakage Checks, by monitoring task completed but not billed.
  • Billing and Collection Reports with multiple search criteria
  • Free Task Report to give you list of services provided free of cost
  • Bill & Receipt Register

Communication Management

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Send Bulk / Individual SMS to Client with few clicks with standard / custom language.

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Online Phone book to search any contact with multiple search criteria

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Schedule SMS to be sent on a particular date and time.

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Group contact details get displayed automatically when any task is created with same group. It helps the new staff to contact correct person

Document Management

Create, upload & Save Documents online

Create, upload or save Documents like Audit Observations, To Do List of Audit etc. along with linking it to the respective service job.

Share & Link

Share a any document with other users or group of users or link a document to any task

View, Edit and Update

View Documents shared by other users, edit or update them

Manage any project with MyTask

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