Setup Your Firm For Future Success
Ensure Restful Transition To CAOA
7 Stepsfor Seamless Adoption Process
1. Bulk Data Transfer
Data Sheet Preparation.
Irrespective of Service Package, Our Team will Upload Employee, Client, Group, Country, State, City, Department, Task, Sub-Task/ Checklist, File Location & Label and Document Name Master Data in Bulk.
2. Master Data Fill Up
Applicaton Engineered for Your Firm’s Needs, By filling the Company and Multi-Company Master, Tax Master, Role Creation System, Payment API setup, Ecommerce Integration, Conveyance Setup & Other Integration.
3. Configuration & Setup
Based on Your Preferences, Financial Year, Role, Hierarchy, SMTP, Auto Email/SMS Notification, Mobile App, Field Master & Other Modules are Set Up.
4. Work Allocation & Other Process
Task Applicability, Task allocation, Invoice & Currency setup, Document Tracking, Account Ledger, Conveyance, Email/SMS Scheduler, and Other Work Processes are Set Up.
5. Live Data Training
Comprehensive Role & Module-Based Training for All Users. We Maintain Realistic Datasets to Give You the Most Applicable Training and Guidance for Better Results.
6. Payroll Setup & Training
‘Setup to Execution’ Training Provided to all Concerned Members.
7. Go Live Preparation & Counselling
Admin Interactions and Counselling for Frictionless Adoption.