For CA Firms and Accounting Practices.

Grow your accounting firm with our practice management suite covering all mission critical functions - client managment, document management, workflow and billing.

Why partner with EasyBookz How it works Get in touch

We make technology works for you.

Improving productivity and efficiency of accounting teams by leveraging technology and automation, and delivering high-end and most reliable solutions to internal and external stakeholders.

Visibility and control

Get firm-wide visibility on open tasks, clients' deadlines, resource productivity, and other key KPIs. Our practice management suite would empower you with right tools and technology to get 360-degree view across firm.

Automation and efficinecy

Free up your team members time by automating tasks, standardising routine processes, and collecting and analysing client data efficiently.

Collaboration and connectivity

Empower your team and clients to collaborate and connect at one place. With our practice management platform, you can track your firm's relationship with each client and bring transparency in communication.

EasyBookz Practice Management Suite

Manage your accounting practice with higher productivity and happier clients

Client Management

Strenghten your client relationsip by providing seamless onboarding process, centralized records, and client portal for better engagement.

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Document Management

Managing client documents is easy now. EasyBookz will help you to store your documents in a structured manner so that you don't need waste time when data needed most.
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Workflow

Free up your team members time for high value work by automating routine jobs, standardising processes and providing auto-updates and notifications on clients' deliverables.
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Client Management

Strenghten your client relationsip by providing seamless onboarding process, centralized records, and client portal for better engagement.

Simplified client onboarding process

EasyBookz offers a standardized onboarding process for new clients to ensure every relationship starts off on a right foot, as well as allow your firm to increase productivity.

Centralize communications and records

Share pre-built forms and templates to gather information, and keep client specific records, notes,documents at one place for better collaboration.

Client portal for better engagement

EasyBookz offers an user-friendly client portal to wherein they can access real-time financial dashboard, compliance status, reports, etc.

Invoices and payments

Allow your clients to view invoices and make payments—anytime.

Document Management

Managing client documents is easy now. EasyBookz will help you to store your documents in a structured manner so that you don't need waste time when needed most.

Client-wise centralized file management

We unable you to oraganize and store your documents client-wise at one place. Now it is easy to find and work on them without wasting unnecessary time.

Folder template

Our pre-template folders (e.g. income statement, receipts) make it is easy to organize your documents across teams and clients.

Easy uploading and sharing

Not it's a click-away to to upload your documents on our cloud databsae and share it with your team members and clients.

Backup

EasyBookz is built upon secure and industry-leading technology cloud computing service provider. We regulary back-up our database as an additional safeguard.

Workflow

Get practice-wide task view to manage your resources efficiently and effectively.

Task management

Get a 360-degree view of ongoing tasks and deadlines across the firms, and optimize your workload by automating standard tasks and processes.

Client requests

Sometimes getting document or information from a client becomes a tedious task with multiple follow-ups. With EasyBookz you can send an electronic request to your clients and improve the process by automating standard tasks.

Notifications and reminders

EasyBookz will send auto-remianders and notification to your team members and clients for any pending or updated tasks and activities.

Real-time reports and insights

Become more productive and efficient with our realtime insights on resource occupancy, clinet deliverables, open and delayed tasks.

Transforming accounting operation

Speak with our partnership and alliance team to know more about our engagement model for CA firms and accounting practices.