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ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
ICAI's Capacity Building Initiative
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ICAI's Capacity Building Initiative

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Information and Knowledge Management in a Chartered Accountant’s office is imperative to increase efficiency. Easy creation and quick retrieval of documents is a challenge in any office of Chartered …

Information and Knowledge Management in a Chartered Accountant’s office is imperative to increase efficiency. Easy creation and quick retrieval of documents is a challenge in any office of Chartered Accountants. Having handy illustrative checklists along with templates for frequently used correspondence can enable the members to work smarter as well as strengthen the documentation practice.

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

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