Get complete visibility into your CA practice performance with comprehensive dashboards and reports designed specifically for accounting professionals. Track revenue, compliance deadlines, and practice growth in real-time.
Your personalized dashboard provides an instant overview of your practice health. Monitor pending tax filings, upcoming compliance deadlines, client engagement status, and team productivity at a glance. Every team member gets their own dashboard tailored to their role - from partners tracking practice metrics to article students managing their assigned tasks.
Access comprehensive reports designed for CA practices including revenue analysis, client profitability, service-wise performance, and team productivity metrics. Track your practice's financial health with detailed reports on billing, collections, and profitability by service type or client segment.
Monitor compliance deadlines, track work-in-progress, and analyze practice growth trends. Use employee performance reports for goal setting, performance reviews, and resource allocation. Make data-driven decisions to optimize your practice efficiency.
Maintain comprehensive client profiles including PAN/TAN details, business information, compliance history, and document repository in one centralized location. Access complete client information instantly when working on their files, with secure sharing capabilities for client collaboration.
Enable client self-service portals where clients can access their documents, track filing status, and communicate securely while you maintain complete control over what they can view and access.
Streamline your client relationships and service delivery with automated workflows designed specifically for CA practices. From initial client onboarding to ongoing service delivery, manage every aspect of your client engagement efficiently.
Create and manage all your client services in one place - from tax filing and audit services to GST compliance and business advisory. Each service can be broken down into manageable tasks with automated deadline tracking and progress monitoring.
Never miss a compliance deadline with automated retainer service creation and smart notifications. Track service progress at every stage, from initial client engagement to final delivery, ensuring consistent service quality across your practice.
Standardize your service delivery with customizable workflow templates for different types of services - income tax filing, GST returns, audit procedures, and more. These templates ensure consistency, reduce errors, and help train new team members efficiently.
Assign tasks to team members, set due dates, and track progress in real-time. Each workflow can be customized based on client requirements while maintaining your practice's quality standards.
Automate your tax filing processes and ensure timely compliance with comprehensive tools designed for CA practices. Track deadlines, manage filings, and maintain compliance across all your clients efficiently.
Never miss a tax filing deadline with automated compliance tracking for income tax, GST, TDS, and other statutory requirements. Get smart notifications and alerts for upcoming deadlines, ensuring timely filing for all your clients.
Track filing status across multiple clients and services, with real-time updates on submission status, acknowledgment receipts, and follow-up requirements. Maintain a complete audit trail of all compliance activities for each client.
Optimize your team's productivity with intelligent time tracking and resource allocation tools. Track time spent on different client services, from simple tax filing to complex audit procedures, enabling accurate billing and performance analysis.
Generate detailed time reports for billing, performance analysis, and resource optimization. Monitor team productivity, identify bottlenecks, and allocate resources efficiently across different services and clients.
Manage all your client documents, tax filings, and compliance records securely in one centralized location. Access critical documents instantly while maintaining the highest security standards required for financial data.
Keep your entire team and clients connected through a centralized communication platform designed for CA practices. All conversations, file sharing, and updates are automatically organized by client and service, eliminating the need to search through emails and messages.
Communicate seamlessly with clients through integrated email and SMS systems while maintaining a complete record of all interactions in Papilio. Your clients can access a secure portal to view their documents, track filing status, and communicate directly with your team.
Stay informed with real-time notifications and updates. Whether you're working from the office or remotely, everyone stays on the same page with our robust communication system designed for professional services.
Provide your clients with secure access to their documents, filing status, and communication history through a professional client portal. Reduce administrative overhead while improving client satisfaction with self-service capabilities.
We understand the critical importance of security and privacy for Chartered Accountants handling sensitive financial data. Our security infrastructure is built to meet the highest standards required for financial professionals and regulatory compliance.
All data transmission is encrypted using 256-bit SSL encryption, ensuring your sensitive client information is protected at all times. Our servers are protected by multiple layers of firewalls, advanced access controls, and 24/7 monitoring to prevent unauthorized access.
Maintain complete control over who can access what information with role-based access controls. Grant or revoke access instantly, and maintain detailed audit trails of all system activities for compliance and security purposes.
Our platform is designed to meet the security and privacy requirements of financial professionals, including compliance with relevant data protection regulations and industry standards for handling sensitive financial information.