| Saral Office |
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"ENJOY A FAST, FLUID WORKFLOW WITH SARAL TAXOFFICE. A VERSATILE CLIENT MANAGEMENT SOLUTION, FEATURING A STREAMLINED USER INTERFACE, ADVANCED CONFIGURATIONS, AND IMPRESSIVE INTEGRATION WITH RELATED SOFTWARE." |
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| Product Overview: |
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Saral Office is the complete client management software made specifically for a Chartered Accountant. The software also provides additional options to manage non-client contacts, Reports and interface with all the softwares under Saral TaxOffice. |
The software is designed with an expertise over years in the client management domain. Relyon being providing the client management and office management solutions over several year has evolved with this unique concept of addressing the relation management of Tax Clients. With the latest technology, the interface is proven best, one-window solution for handling both client and non-client contacts. |
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| Key Features: |
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Saral Office comes with vast features for the varying requirements of Tax Practitioner in the level of managing contacts. |
- One-point contact for all related modules with one click access.
- Fully featured contact management for clients and Non-Clients
- Versatile reports for Client Relation and MIS.
- List of Services and Modules assigning to Clients
- Summary of individual modules display, such as Billed and Pending amounts, etc
- Interaction Management with clients and Non-Clients
- Task management
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| Frequently Asked Questions: |
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Saral TaxOffice - Managing the customers, has numerous features and solutions. Whatever the question you have, we have the answer... |
Coming Soon... |
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| Benefits: |
- You can maintain information of Clients and Non Clients in a single window.
- Filtering of clients based on predefined criteria.
- Client Management is a gateway for other modules.
- You can locate your client and his statistics.
- Keeps track of each and every interactions with your client.
- Manages address, phone, email, website, services provided, modules enabled, grouping for each client individually.
- Link clients to billing.
- MIS for your need. Generate the report you desired.
- User-friendly interface.
- You can maintain Employee information and Firm information.
- Feature is provided to maintain key dates of clients and To Do list of employees.
- Utility for backing up files and restoring them.
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| Reports Available: |
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Saral Office Software generates versatile forms and reports for MIS operations. The huge variety of reports helps the user to get his desired output in minutes. Following is a glance on major reports of the software. |
- Address Book.
- Contact Details.
- Cover/Envelope Printing.
- Export to Excel and their by mail merge, etc.
- Label Printing.
- Email List in a text file.
- Interaction details Reports.
- Visits and appointments reports.
- Service wise clients reports.
- Birthdays and special dates report.
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