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Ready-to-use  Checklists & Templates and  Software Solution  For Efficient Documentation Practice
First Release of Check-lists and Templates Many More to Come <ul><li>Audit Manual for Small Entities </li></ul><ul><li>Acc...
Quick Look at  A Few  Checklists & Templates
General Audit Programme Audit Manual for Small Entities <ul><li>Well designed format for varied needs of CA Firms & CAs </...
Financial Statements Review Audit Manual for Small Entities
Audit Program: Intangible Assets Audit Manual for Small Entities
Audit Program: Liabilities Audit Manual for Small Entities
AS - 2 - Valuation Of Inventories Checklist For Accounting Standards
AS - 28 - Impairment Of Assets Checklist For Accounting Standards
AS - 29 - Provisions, Contigent... Checklist For Accounting Standards
Clause wise Checklist For Form No. 3CD Tax Audit
Tax Audit Report With Annexure Tax Audit
CARO Checklist Checklist for CARO
List Of Questions For Evaluating Internal... Checklist For C A R O
LFAR Checklist Checklist For Bank Branch Audit
SA 300 (Revised) Planning An Audit... Checklist For Standards On Auditing
S A 805 Special Considerations... Checklist For Standards On Auditing
<ul><li>Distribution of New Templates  </li></ul><ul><li>Updating Modified Templates  </li></ul><ul><li>Facility of Sharin...
<ul><li>Web enabled portal.  </li></ul><ul><li>Ticket based communication tracking of suggestions for new templates and mo...
<ul><li>Suggesting new templates of common interest </li></ul><ul><li>Suggesting better formatting ideas, functions and fo...
Just upload a template, On approval, it will be available as automated update to all CAs
Solution for Efficient Template Management  and Structured File Management Software for  Efficient Documentation Practice ...
<ul><li>Enables centralized and secured Template Repository </li></ul><ul><li>Maintains record of templates & best practic...
<ul><li>Structured Record of Documents & Templates </li></ul><ul><li>Centralized & Secured Documents Storage </li></ul><ul...
<ul><li>Helpful in effective document management requirements for Peer Review </li></ul><ul><li>Provides Better Learning E...
<ul><li>Faster Creation </li></ul><ul><li>Smart Management </li></ul><ul><li>Quick Retrieval </li></ul><ul><li>Maximum Usa...
Document Creation from ICAI Templates
Quick Creation of a New document  from ICAI Template's Library
Need acceptation for  disclaimer clause to go-ahead
Locate desired Template with  Template No., Category or Subject
On Selection, Click at  Create Document Button
Semi-Automated Profiling
After profiling  click on Save Button
Quick Creation and Saving by selection of an ICAI Template
Easy Retrieval  With Multiple Options
Document Retrieval from Word and Excel
Documents Listing with Multiple Options to Retrieve
Listing of Documents Client wise: Tata AIG Ins…
Listing of Documents Category wise: Checklists for Accounting…
Listing of Documents Document Status wise: Final
Listing of Documents Subject wise: Intangible
Insert Barcode in Documents Unique Document Identity
Insertion of Firm Details for Barcode Generation
Insert Barcode  for Unique Document Number
Barcode Generated with ICAI + Firm No. + Doc no.
Laptop Sync Utility Launching Soon
<ul><li>Contact Management Basic Information Management with Profiling & Categorization etc. </li></ul><ul><li>Corresponde...
<ul><li>Template Management   Provides Ready-to-Use template formats for quick creation of new correspondence. </li></ul><...
While technology and processes are important to Knowledge Management, it is people who determine success. “ For every minu...
CA. B.C.Chechani CEO – Hazel Infotech Limited Cell:  +91 93242 54970 +91 80800 43417 E-Mail:  [email_address] Thank You! D...
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ICAI\'s Capacity Building Initiative

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Transcript of "ICAI\'s Capacity Building Initiative"

  1. 2. Ready-to-use Checklists & Templates and Software Solution For Efficient Documentation Practice
  2. 3. First Release of Check-lists and Templates Many More to Come <ul><li>Audit Manual for Small Entities </li></ul><ul><li>Accounting Standards </li></ul><ul><li>Tax Audit </li></ul><ul><li>CARO </li></ul><ul><li>Bank Branch Auditing </li></ul><ul><li>Standards On Auditing </li></ul><ul><li>Practice Management </li></ul><ul><li>Income Tax </li></ul><ul><li>Service Tax And Central Excise </li></ul>
  3. 4. Quick Look at A Few Checklists & Templates
  4. 5. General Audit Programme Audit Manual for Small Entities <ul><li>Well designed format for varied needs of CA Firms & CAs </li></ul><ul><li>Unique ID for each ICAI Template (Present & Future Templates) Ease communication for reference </li></ul><ul><li>Ease of New Documents Creation from ICAI & Other Templates </li></ul><ul><li>Templates List in Microsoft Excel – Increased Visibility </li></ul>
  5. 6. Financial Statements Review Audit Manual for Small Entities
  6. 7. Audit Program: Intangible Assets Audit Manual for Small Entities
  7. 8. Audit Program: Liabilities Audit Manual for Small Entities
  8. 9. AS - 2 - Valuation Of Inventories Checklist For Accounting Standards
  9. 10. AS - 28 - Impairment Of Assets Checklist For Accounting Standards
  10. 11. AS - 29 - Provisions, Contigent... Checklist For Accounting Standards
  11. 12. Clause wise Checklist For Form No. 3CD Tax Audit
  12. 13. Tax Audit Report With Annexure Tax Audit
  13. 14. CARO Checklist Checklist for CARO
  14. 15. List Of Questions For Evaluating Internal... Checklist For C A R O
  15. 16. LFAR Checklist Checklist For Bank Branch Audit
  16. 17. SA 300 (Revised) Planning An Audit... Checklist For Standards On Auditing
  17. 18. S A 805 Special Considerations... Checklist For Standards On Auditing
  18. 19. <ul><li>Distribution of New Templates </li></ul><ul><li>Updating Modified Templates </li></ul><ul><li>Facility of Sharing templates with member community </li></ul>Template Service
  19. 20. <ul><li>Web enabled portal. </li></ul><ul><li>Ticket based communication tracking of suggestions for new templates and modifications </li></ul><ul><li>Status tracking of each template and effective communication about the progress </li></ul><ul><li>Complete Communication trail for each CA (User) </li></ul>
  20. 21. <ul><li>Suggesting new templates of common interest </li></ul><ul><li>Suggesting better formatting ideas, functions and formulas for Excel templates </li></ul>
  21. 22. Just upload a template, On approval, it will be available as automated update to all CAs
  22. 23. Solution for Efficient Template Management and Structured File Management Software for Efficient Documentation Practice Software to ease Secretarial and Organizational Tasks
  23. 24. <ul><li>Enables centralized and secured Template Repository </li></ul><ul><li>Maintains record of templates & best practice documents </li></ul><ul><li>Facilitates indexing on subject matter, nature of work, users, users groups etc. </li></ul><ul><li>Access Rights to prevent misuse of best practice documents and templates </li></ul><ul><li>Listing of Templates in Microsoft Excel with print facility </li></ul><ul><li>Customization of templates and creation of separate record for own templates </li></ul><ul><li>Speeds up creation of new documents with auto profiling of documents </li></ul><ul><li>Access of desired Templates from Microsoft Word, Excel and Outlook </li></ul>Effective Organizing of Templates through KDOC ® and eSecretary ®
  24. 25. <ul><li>Structured Record of Documents & Templates </li></ul><ul><li>Centralized & Secured Documents Storage </li></ul><ul><li>Compelling mechanism for centralized storage </li></ul><ul><li>Prints Reports for documents created and modified </li></ul><ul><li>Email Archive & email Templates-Works with MS Outlook </li></ul><ul><li>Document Life Cycle Management </li></ul>
  25. 26. <ul><li>Helpful in effective document management requirements for Peer Review </li></ul><ul><li>Provides Better Learning Environment for Article Students </li></ul>Advantages for CA Firms
  26. 27. <ul><li>Faster Creation </li></ul><ul><li>Smart Management </li></ul><ul><li>Quick Retrieval </li></ul><ul><li>Maximum Usage of Past Experience </li></ul><ul><li>Email Productivity </li></ul><ul><li>Easy & Incremental back up </li></ul>Benefits
  27. 28. Document Creation from ICAI Templates
  28. 29. Quick Creation of a New document from ICAI Template's Library
  29. 30. Need acceptation for disclaimer clause to go-ahead
  30. 31. Locate desired Template with Template No., Category or Subject
  31. 32. On Selection, Click at Create Document Button
  32. 33. Semi-Automated Profiling
  33. 34. After profiling click on Save Button
  34. 35. Quick Creation and Saving by selection of an ICAI Template
  35. 36. Easy Retrieval With Multiple Options
  36. 37. Document Retrieval from Word and Excel
  37. 38. Documents Listing with Multiple Options to Retrieve
  38. 39. Listing of Documents Client wise: Tata AIG Ins…
  39. 40. Listing of Documents Category wise: Checklists for Accounting…
  40. 41. Listing of Documents Document Status wise: Final
  41. 42. Listing of Documents Subject wise: Intangible
  42. 43. Insert Barcode in Documents Unique Document Identity
  43. 44. Insertion of Firm Details for Barcode Generation
  44. 45. Insert Barcode for Unique Document Number
  45. 46. Barcode Generated with ICAI + Firm No. + Doc no.
  46. 47. Laptop Sync Utility Launching Soon
  47. 48. <ul><li>Contact Management Basic Information Management with Profiling & Categorization etc. </li></ul><ul><li>Correspondence Automation Automates the process of preparation of correspondence & eMails. Single Interface for printing of documents and their respective mailing labels or envelopes. </li></ul><ul><li>Correspondence Management Centrally stores Outgoing / Incoming documents & eMails. Provides Multiple Retrieval Options </li></ul><ul><li>Email Management Easy Archival of Important eMails for organizational record etc. </li></ul><ul><li>Simplified Mail / Email Merge with MS Word Quick creation, maintains record of past group communications & facilitates re-use </li></ul>What eSecretary Does ?
  48. 49. <ul><li>Template Management Provides Ready-to-Use template formats for quick creation of new correspondence. </li></ul><ul><li>Greeting Management </li></ul><ul><li>Facilitates to capture Birthday’s & Anniversary dates, Prompts at start-up for reminder. </li></ul><ul><li>Allows to send greetings letters or emails individually or in bulk, but still personalized. </li></ul><ul><li>Address Labels/Envelops Printing Standard size & wide choice by facility of customizing through Microsoft Word etc.. </li></ul>What eSecretary Does ?
  49. 50. While technology and processes are important to Knowledge Management, it is people who determine success. “ For every minute spent in organizing, an hour is earned.” - Benjamin Franklin
  50. 51. CA. B.C.Chechani CEO – Hazel Infotech Limited Cell: +91 93242 54970 +91 80800 43417 E-Mail: [email_address] Thank You! Details and Registration http://www.icai.org/ccbcaf/kdoc-esecretary.html
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