This presentation discribes the auto task workflow functionality of H-Office CRM in a CA Office operations.

1. Amazing H-office CRM solution optimized
for CA office with advance Work flow
Management

2. Agenda of this presentation
• Business Challenge in CA office
• Introduction to Amazing H-Office CRM
Platform
• Key benefit of CRM integrated
• Business platform with Amazing H-Office
• Live demo of Solutions
• Implementation and Support Starkey
• Query and feedback resolution

3. Employees working under C.A.
Article
Auditor
Intern
Accountant
Admin
Junior
C.A

4. Work of C.A.
Tasks
Pan Application
Tan Application
Tin No. Application
Service Tax No.
Application
12 AA Application
Tax Audit
Statutory Audit
Trust Audit
Vat Audit
TDS Return
IT Returns For Others
VAT Return Monthly
VAT Return Annually
Service Tax Return
Half Yearly
IT Return for TP
Annual Filling With
ROS
Company Incorporation
Easy Exit Scheme

5. Meet Mr. Ravi . He is a
C.A. in a reputed firm.
He will be sharing his
experience about how his
work got easier and faster
with the help of H-Office.
Example

6. Tax Audit Auto Task
Sub Tasks
•Follow up
•Collection of documents and books
•Accounting
•Vouching and Routine audit
•Solution of queries
•Ledger Scrutiny
•Solution of queries with customer
•Finalization of Accounts
•Review by Senior
•Approval by sir
•Preparation of Audit report
•Review by senior
•Approval by sir
•Xerox copy of certificate for office record/copy
•Customer signature on audit reports and delivery of bill
•Sir signature on audit report
•Delivery of report
•Preparation of receipt

7. Tax Audit Auto Task
Sub Tasks
1. Follow up
2. Collection of documents and books
3. Accounting
4. Vouching and Routine audit
5. Solution of queries
6. Ledger Scrutiny
7. Solution of queries with customer
8. Finalization of Accounts
9. Review by Senior
10.Approval by sir
11.Preparation of Audit report
12.Review by senior
13.Approval by sir
14.Xerox copy of certificate for office record/copy
15.Customer signature on audit reports and
delivery of bill
16.Sir signature on audit report
17.Delivery of report
18.Preparation of receipt
1. Accountant
2. Article
3. Auditor
4. Admin
5. Administrator
6. Cost Accountant
7. Executive
8. Company Secretory
9. Director
10.Junior CA
11.Senior CA
12.Intern
13.Executive
14.Senior CA
15.Junior CA
16.Director
17.Auditor
18.Junior CA
Assigned to

8. Tax Audit Auto Task
1. Accountant
2. Article
3. Auditor
4. Admin
5. Administrator
6. Cost Accountant
7. Executive
8. Company
Secretory
9. Director
10.Junior CA
11.Senior CA
12.Intern
13.Executive
14.Senior CA
15.Junior CA
16.Director
17.Auditor
18.Junior CA
Assigned to
1. 20 min
2. 10 min
3. 30 min
4. 40 min
5. 40 min
6. 30 min
7. 20 min
8. 50 min
9. 50 min
10.60 min
11.20 min
12.20 min
13.50 min
14.45 min
15.45 min
16.50 min
17.60 min
18.45 min
Estimated Time
1. Follow up
2. Collection of documents and
books
3. Accounting
4. Vouching and Routine audit
5. Solution of queries
6. Ledger Scrutiny
7. Solution of queries with
customer
8. Finalization of Accounts
9. Review by Senior
10. Approval by sir
11. Preparation of Audit report
12. Review by senior
13. Approval by sir
14. Xerox copy of certificate for
office record/copy
15. Customer signature on audit
reports and delivery of bill
16. Sir signature on audit report
17. Delivery of report
18. Preparation of receipt
Sub Tasks

9. C.A assigning work to Accountant

10. Tax Audit Auto Task
1. Accountant
2. Article
3. Auditor
4. Admin
5. Administrator
6. Cost Accountant
7. Executive
8. Company
Secretory
9. Director
10.Junior CA
11.Senior CA
12.Intern
13.Executive
14.Senior CA
15.Junior CA
16.Director
17.Auditor
18.Junior CA
Assigned to
1. 20 min
2. 10 min
3. 30 min
4. 40 min
5. 40 min
6. 30 min
7. 20 min
8. 50 min
9. 50 min
10.60 min
11.20 min
12.20 min
13.50 min
14.45 min
15.45 min
16.50 min
17.60 min
18.45 min
Estimated Time
1. Follow up
2. Collection of documents and
books
3. Accounting
4. Vouching and Routine audit
5. Solution of queries
6. Ledger Scrutiny
7. Solution of queries with
customer
8. Finalization of Accounts
9. Review by Senior
10. Approval by sir
11. Preparation of Audit report
12. Review by senior
13. Approval by sir
14. Xerox copy of certificate for
office record/copy
15. Customer signature on audit
reports and delivery of bill
16. Sir signature on audit report
17. Delivery of report
18. Preparation of receipt
Sub Tasks

11. Raj Sharma

13. Accounting Vouching &
routine
audit
Collection of
documents &
books
FOLLOW
UP

15. C.A assigning work to Article

16. Tax Audit Auto Task
1. Accountant
2. Article
3. Auditor
4. Admin
5. Administrator
6. Cost Accountant
7. Executive
8. Company
Secretory
9. Director
10.Junior CA
11.Senior CA
12.Intern
13.Executive
14.Senior CA
15.Junior CA
16.Director
17.Auditor
18.Junior CA
Assigned to
1. 20 min
2. 10 min
3. 30 min
4. 40 min
5. 40 min
6. 30 min
7. 20 min
8. 50 min
9. 50 min
10.60 min
11.20 min
12.20 min
13.50 min
14.45 min
15.45 min
16.50 min
17.60 min
18.45 min
Estimated Time
1. Follow up
2. Collection of documents and
books
3. Accounting
4. Vouching and Routine audit
5. Solution of queries
6. Ledger Scrutiny
7. Solution of queries with
customer
8. Finalization of Accounts
9. Review by Senior
10. Approval by sir
11. Preparation of Audit report
12. Review by senior
13. Approval by sir
14. Xerox copy of certificate for
office record/copy
15. Customer signature on audit
reports and delivery of bill
16. Sir signature on audit report
17. Delivery of report
18. Preparation of receipt
Sub Tasks

17. Juhi Mehta

19. Accounting Vouching &
routine
audit
Collection of
documents &
books
Follow up

21. C.A assigning work to Auditor

22. Tax Audit Auto Task
1. Accountant
2. Article
3. Auditor
4. Admin
5. Administrator
6. Cost Accountant
7. Executive
8. Company
Secretory
9. Director
10.Junior CA
11.Senior CA
12.Intern
13.Executive
14.Senior CA
15.Junior CA
16.Director
17.Auditor
18.Junior CA
Assigned to
1. 20 min
2. 10 min
3. 30 min
4. 40 min
5. 40 min
6. 30 min
7. 20 min
8. 50 min
9. 50 min
10.60 min
11.20 min
12.20 min
13.50 min
14.45 min
15.45 min
16.50 min
17.60 min
18.45 min
Estimated Time
1. Follow up
2. Collection of documents and
books
3. Accounting
4. Vouching and Routine audit
5. Solution of queries
6. Ledger Scrutiny
7. Solution of queries with
customer
8. Finalization of Accounts
9. Review by Senior
10. Approval by sir
11. Preparation of Audit report
12. Review by senior
13. Approval by sir
14. Xerox copy of certificate for
office record/copy
15. Customer signature on audit
reports and delivery of bill
16. Sir signature on audit report
17. Delivery of report
18. Preparation of receipt
Sub Tasks

23. Ram Prasad

25. Accounting Vouching &
routine
audit
Collection of
documents &
books
Follow up

27. C.A assigning work to Admin

28. Tax Audit Auto Task
1. Accountant
2. Article
3. Auditor
4. Admin
5. Administrator
6. Cost Accountant
7. Executive
8. Company
Secretory
9. Director
10.Junior CA
11.Senior CA
12.Intern
13.Executive
14.Senior CA
15.Junior CA
16.Director
17.Auditor
18.Junior CA
Assigned to
1. 20 min
2. 10 min
3. 30 min
4. 40 min
5. 40 min
6. 30 min
7. 20 min
8. 50 min
9. 50 min
10.60 min
11.20 min
12.20 min
13.50 min
14.45 min
15.45 min
16.50 min
17.60 min
18.45 min
Estimated Time
1. Follow up
2. Collection of documents and
books
3. Accounting
4. Vouching and Routine audit
5. Solution of queries
6. Ledger Scrutiny
7. Solution of queries with
customer
8. Finalization of Accounts
9. Review by Senior
10. Approval by sir
11. Preparation of Audit report
12. Review by senior
13. Approval by sir
14. Xerox copy of certificate for
office record/copy
15. Customer signature on audit
reports and delivery of bill
16. Sir signature on audit report
17. Delivery of report
18. Preparation of receipt
Sub Tasks

29. Nidhi Raval

31. Accounting Vouching
& routine
audit
Collection of
documents &
books
Follow up