Smart Office Management System(SDMS)

For CA, CS, Tax Consultants, Advocate, Professional Services Provider

As an advisor, your success depends on making your clients better off so that they place a high value on your services. And to do that, you need to understand their finances and needs better than they do.

You can gain that understanding with an intelligent technology solution that helps you analyze, services and communicate with your clients in the most efficient way possible. Smartoffice, the customer relationship management (crm) solution from m3d infotech, was designed to help financial services professionals tackle those critical tasks.

Smartoffice has the power necessary to serve as the backbone of your practice. The application is highly modular and can be configured to meet the needs of just about any business.

: Work (task) allocation & user can also approve task if having permission.

: Reoccurrence task management in automated way.

: Assign recurrence task to employee and manage all client task easily.

: You can manage & track Yearly, Half Yearly, Quarterly, Monthly, Weekly task
Like GST, VAT, Return, and Service Tax Return very Easily Client Wise.

: Manage also Single type Task.

: Task divided into subtask, so you can manage easily Task Process.

: Set Query on Task & Track its Status.

: Task Reminder & Follow up.

: Task Handover option.

: Task Importance - Set Task Priority.

: Track Current Task & Gets Task all details.

: Tracking every task with progress status.

: Dashboard – Task wise summary & its sub task details.

: Assign task getting with Notification on Dashboard. Dashboard is Employee wise.

: Set various due dates for every task like Effective Start date
& Due Date submission as per government date.

: Financial year wise work management & scheduling.

: Set Delay Indication for every task, also set reminder on every task.

: Set all Client Data in systematic way as per service.

: Doc Inward in premises with returnable date & also getting notification on dashboard and when Doc Inward at that time SMS & Email sent to Client.

: At Outward time you can outward doc in click which inward with returnable date also vice-versa and when Doc Inward at that time SMS & Email sent to Client.

Document can be store as per Financial Year, Document Group and Document Name wise etc.

Search Doc Year wise, Doc Name wise, Doc. No. wise etc. and Send Email single document or send multiple of documents.

Add expiry date of document & get notification of renewal of Document.

Lock & Unlock Document.

Permission wise Document Management like admin, private, employee, and client.

Manage all documents of client in digital format.

: Task wise Invoice Making.

: Completed Task / Pending Invoice list in Dashboard.

: Client outstanding.

: Bank/Cash Receipt.

: Invoice Alert by SMS & Email

: Clients can Upload Documents & View Document with specific permission.

: Manage every login User-ID with IP Address.

: Client wise Invoice in Client Panel.

: Client wise Task in Client Panel.

: User Friendly operation & UI.

: Dashboard Employee Wise and Admin Wise.

: You can use offline or online, also offline software used from outside with static IP.

: Send SMS / Email Alert and Notification Automatic to Client as per Task.

: Security base on device Mac, IP and Local Database on Client Side.

: News & Events Client and Internal Company.

: It Can Access Any Device (Mobile, Computer and Tablet).

: Configurable user workflow with permission.

: Manage all office work hassles free.

: Make your office paperless.

: Manage with multi-company option.

SDMS

Smart Office Management System(SDMS)

The Power Of Smartoffice

Task Management

Work (task) allocation & user can also approve task if having permission.

Reoccurrence task management in automated way.

Assign recurrence task to employee and manage all client task easily.

You can manage & track Yearly, Half Yearly, Quarterly, Monthly, Weekly task Like GST, VAT, Return, and Service Tax Return very Easily Client Wise.

Manage also Single type Task.

Task divided into subtask, so you can manage easily Task Process.

Set Query on Task & Track its Status.

Task Reminder & Follow up.

Task Handover option.

Task Importance - Set Task Priority.

Track Current Task & Gets Task all details.

Tracking every task with progress status.

Dashboard – Task wise summary & its sub task details.

Assign task getting with Notification on Dashboard. Dashboard is Employee wise.

Set various due dates for every task like Effective Start date & Due Date submission as per government date.

Financial year wise work management & scheduling.

Set Delay Indication for every task, also set reminder on every task.

Set all Client Data in systematic way as per service.

Inward-Outward Doc Management

Doc Inward in premises with returnable date & also getting notification on dashboard and when Doc Inward at that time SMS & Email sent to Client.

At Outward time you can outward doc in click which inward with returnable date also vice-versa and when Doc Inward at that time SMS & Email sent to Client.

Document Management

Task wise Invoice Management

Task wise Invoice Making.

Completed Task / Pending Invoice list in Dashboard.

Client outstanding.

Bank/Cash Receipt.

Invoice Alert by SMS & Email

Client Login Management

Clients can Upload Documents & View Document with specific permission.

Manage every login User-ID with IP Address.

Client wise Invoice in Client Panel.

Client wise Task in Client Panel.

Other Features

User Friendly operation & UI.

Dashboard Employee Wise and Admin Wise.

You can use offline or online, also offline software used from outside with static IP.

Send SMS / Email Alert and Notification Automatic to Client as per Task.

Security base on device Mac, IP and Local Database on Client Side.

News & Events Client and Internal Company.

It Can Access Any Device (Mobile, Computer and Tablet).

Configurable user workflow with permission.

Manage all office work hassles free.

Make your office paperless.

Manage with multi-company option.

Request for Demo

You can manage & track Yearly, Half Yearly, Quarterly, Monthly, Weekly task
Like GST, VAT, Return, and Service Tax Return very Easily Client Wise.

Set various due dates for every task like Effective Start date
& Due Date submission as per government date.