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MyTask's focus areas

Software for CA Office Management.


Work Management

  • You can easily track each job's status.
  • Single Dashboard control for everything
  • Your manager, leader, and assigned user get notified of each event with strong notifications
  • Customize MyTask as per your own organization, process flow and staff structure. It is fully flexible.
  • Complete knowledge pertaining to pending tasks
  • Segregation of priority task from the task pool.
  • An easy overview on long due task
  • Identifying Pending Issues with each task
  • Current status and issues of a group's tasks.
  • Schedule Followups, Meetings & Appointments
  • Daily Email Office Activity Auto Reporting
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Staff Management

  • Leave Management System to keep track of all leaves taken by your articles or staff
  • Dashboard for the individual user to manage tasks or generally manage office administration tasks related to them.
  • Timesheet to know the staff time utilisation into billable or non-billable hours
  • Track the work progress of each assistant/ staff/ team member.
  • Get Each Staff’s Work report of a day / week or period.
  • Compare performance of staff at same level & Identify efficient /non efficient.
  • Occupancy Report of the entire office and all segments to know what work is outstanding and who is responsible for it
  • Consolidated Work Report to get bird's eye view of all Pending, Completed, Priority, Long Due and Not started work in single screen
  • User Activity Report that contains 16+ User Reports from Different


Financial Management

  • To create invoices, receipts, service estimates (proforma invoices), debit notes and credit notes
  • An overview of all billing activities, collections, outstanding fees, advance receipts, ageing of outstanding fees, top 20 debtors, etc.
  • Time Sheet & Cost Management to know a job's costing, profitablity and utilisation of staff resources
  • Auto Billing of tasks by smartly analyzing data. Generate hundreds of invoices in few minutes
  • Auto Followup of outstanding dues by SMS
  • Revenue Leakage Checks , by monitoring unbilled tasks.
  • Import All Previous Invoices from Excel into MyTask.
  • Email Bills directly to clients
  • Many Billing and Collection Reports with multiple search criteria
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Communication Management

  • Send Bulk / Individual SMS & E-Mail to Client with few clicks with
  • standard / custom language.
  • Schedule SMS to be sent on a particular date and time
  • Creating, completing and raising pending tasks automatically via SMS, Assembling Invoices, generating Receipts and following up on outstanding dues automatise the job.
  • Notice Board Tool to communicate with staff for any kind of administrative work.


Document Management

  • Online Document Creation, Upload, & Saving
    Documents such as Audit Observations, To Do List of Audits, etc.,need to be created, uploaded or saved along with links to the respectiveservice jobs
  • Share & Link
    Share a any document with other users or group of users or link a document to any task
  • View, Edit and Update
    View Documents shared by other users, edit or update them

CA Software, MyTask helps you manage any firm

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