CA Partners face problems that can be overcome by CA-TAP App. 1)Keeping Records of Attendance of each employee as they are always in client places. 2)The Partners are Unsure of the Billing Amount to a Client as They don't have the Exact Hours Spent by Each Employee on that Client. 3)Tracking of Every employee work activities. 4)Effective planning of Workforce. Visit www.customengineersindia.com for more details.

1. CA-TAP APP
WWW.CUSTOMENGINEERSINDIA.COM
“ Untap Your True Potential ”

2.  Background
 CA-TAP Workflow
 How it Works ?
 Clientele
 How CA-TAP is the Solution ?
 About CA-TAP
 Contact Particulars
 Free Trial 21 days
Contents
2
www.customengineersindia.com

3. Background
Key Problems Affecting Efficiency of CA Firms
 It is difficult to maintain accurate Reports of your employees Attendance and
Expenses on a daily basis.
 Keeping Track of Daily Activities at Various Client Locations is tiresome task for
the HR/Admin.
 The Partners are Unsure of the Billing Amount to a Client as They dont have
the Exact Hours Spent by Each Employee on that Client.
 Inefficiency Arises due to Improper Allocation of Workforce to Clients.
 Not Getting Employees Work Details(Number of Clients Served, Types of
Audits Served, Hours Spend on Each Audit) For any Particular Time Period.
3
www.customengineersindia.com

4. About CA-TAP
T - Tracking
A - Attendance
P - Planning
4
www.customengineersindia.com

5. How CA-TAP is the Solution ?
Tracking
While logging In/Out through CA-TAP, the employees Time and location get stored
in the database. The Partner can check this from their CA-TAP app.
Also during logout the employees have to punch in these details:
 Daily Work done
The employee have to fill in their work done (min. 100 words).This data can be
used in Review meetings. Also this data helps the articles while filing their three
year Article ship.
 Conveyance and Food Expense
This is useful to get quick data of the expenses claimed from the Client by your
employees. It saves the Seniors/Managers time in Claim verification with accuracy.
So with this feature, your employees works get monitored daily.
5
www.customengineersindia.com
“If you can’t measure it, You can’t improve it”-Peter Drucker

6. How CA-TAP is the Solution ?
Attendance
 Automated Attendance With Location.
 Download the Reports in excel format in your phone.
 Hours worked, clients visited, audit types handled and many more information
gets recorded on each employee login.
 You get a good understanding of how your workforce is managed!
6
www.customengineersindia.com

7. How CA-TAP is the Solution ?
Planning
 Through CA-TAP, partners can create a client service,
assign team members and set time to complete.
 CA-TAP shows info of your Employee like
• Current clients
• Type of audit
• Team Lead
• Pending hours for each Client Service.
 While forming a team, Admins can check & select people
who are having less clients.
7
www.customengineersindia.com
“Productivity is never an accident. It is always the result of a commitment to
excellence, intelligent planning, and focused effort” – Paul j Mayor

8. How CA-TAP is the Solution ?
Cost Sheet
 Cost Sheet helps Partners for Billing to a Particular Client
www.customengineersindia.com
8
Cost Sheet
Client : Reynolds Ltd Start Date:01/02/2018 End Date:29/03/2018
Employee Designation Total Hours(HH.MM) Rate per Hour Amount
Gaurav Partner 6.24 1500 9600
Kumar CA 9.35 1000 9585
Neha Article 10.12 450 4590
Karthik Article 14.16 350 5000
Radhika Article 11.54 250 2978
Total Amount 31753

9. CA-TAP Workflow
9
Steps
1.Partner(s) Create
new Client & Assign
to Admin(s)
2.Admin selects
articles who is
having least work.
Admin also can
select other
managers if
needed.
3.Articles can start
work on new client
by selecting from
their client list.
Then they have to
login.
Client Service Flow
Admin App
Article’s App
Super Admin/Partner App
Note: All employees will have their own Login Ids and password.
www.customengineersindia.com

10. How it Works ?
 Super Admin/Partner creates a Client Service in their app.
 He/she then delegates this Service to one of his Senior Employee(Admin Z) through the
app along with Budgeted Man-hours.
 Now this Admin Z gets prompted about this new Client Service in his app(Admin app).
The admin z then creates team for this service. He assigns article assistants to this client.
 The assigned articles will now have this Client in their Active client list (in Staff App).
 They can Now do daily logins to this client wherein their:
 In Time
 Login Location are captured
 When they logout at the end of the day, the following data are captured:
 Out Time
 Logout Location
 Area of audit & Work done(min. 150 words)
 Conveyance & food expenses if any
Note: All employees will have their own Login Ids and password.
10
www.customengineersindia.com

11. Clientele
Varma & Varma Chartered Accountants
 Mumbai
 Hyderabad
 Bangalore
www.customengineersindia.com
11

12. Give a Try Now!
21 DAY FREE TRIAL
Steps to start Trial:
1. Fill the employee data excel provided & send to
sales@customengineersindia.com
We will
 Create the App login Id’s & send the app to the employees.
 provide live support, instruction videos/PPT’s, FAQs.
 Create a WhatsApp group with all the employees for the support.
12
www.customengineersindia.com

13. Contact Us
13
Office
203/B,Sai Hemlaxmi Tower,
Rambaug Lane 4,
Kalyan (W),Maharashtra
Pin:421301
Email:
sales@customengineersindia.com
Phone No:
8848025399, 9773693428.
www.customengineersindia.com