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A presentation for a quick overview of Capacity Building Initiative by the Institute of Chartered Accountants of India in alliance with Hazel Infotech Ltd
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Ready-to-use Checklists & Templates
and Software Solution
For Efficient Documentation Practice
First Release of Check-lists and Templates
Many More to
Come
Audit Manual for Small Entities
Accounting Standards Tax Audit CARO Bank Branch Auditing
Standards On Auditing Practice Management Income Tax Service Tax And
Central Excise
Quick Look at A Few
Checklists & Templates
General Audit ProgrammeAudit Manual for Small Entities
General Audit ProgrammeAudit Manual for Small Entities
Well designed format for varied needs of CA Firms & CAs
Unique ID for each ICAI Template (Present & Future Templates) Ease communication for reference
Ease of New Documents Creation from ICAI & Other Templates
Templates List in Microsoft Excel – Increased Visibility
Well designed format for varied needs of CA Firms & CAs
Unique ID for each ICAI Template (Present & Future Templates) Ease communication for reference
Ease of New Documents Creation from ICAI & Other Templates
Templates List in Microsoft Excel – Increased Visibility
Financial Statements ReviewAudit Manual for Small Entities
Financial Statements ReviewAudit Manual for Small Entities
Audit Program: Intangible AssetsAudit Manual for Small Entities
Audit Program: Intangible AssetsAudit Manual for Small Entities
Audit Program: LiabilitiesAudit Manual for Small Entities
Audit Program: LiabilitiesAudit Manual for Small Entities
AS - 2 - Valuation Of InventoriesChecklist For Accounting Standards
AS - 2 - Valuation Of InventoriesChecklist For Accounting Standards
AS - 28 - Impairment Of AssetsChecklist For Accounting Standards
AS - 28 - Impairment Of AssetsChecklist For Accounting Standards
AS - 29 - Provisions, Contigent...Checklist For Accounting Standards
AS - 29 - Provisions, Contigent...Checklist For Accounting Standards
Clause wise Checklist For Form No. 3CDTax Audit
Clause wise Checklist For Form No. 3CDTax Audit
Tax Audit Report With AnnexureTax Audit
Tax Audit Report With AnnexureTax Audit
CARO ChecklistChecklist for CARO
CARO ChecklistChecklist for CARO
List Of Questions For Evaluating Internal...Checklist For C A R O
List Of Questions For Evaluating Internal...Checklist For C A R O
LFAR ChecklistChecklist For Bank Branch Audit
LFAR ChecklistChecklist For Bank Branch Audit
SA 300 (Revised) Planning An Audit...Checklist For Standards On Auditing
SA 300 (Revised) Planning An Audit...Checklist For Standards On Auditing
S A 805 Special Considerations...Checklist For Standards On Auditing
S A 805 Special Considerations...Checklist For Standards On Auditing
Distribution of New Templates
Updating Modified Templates
Facility of Sharing templates with member community
Template Service
Web enabled portal. Ticket based communication tracking of
suggestions for new templates and modifications
Status tracking of each template and effective communication about the progress
Complete Communication trail for each CA (User)
Suggesting new templates of common interest
Suggesting better formatting ideas, functions and formulas for Excel templates
Just upload a template, On approval, it will be available as automated update to all
CAs
Software for Efficient
Documentation Practice
Software to ease Secretarial
and Organizational Tasks
Solution for Efficient Template Management and Structured File Management
Enables centralized and secured Template Repository Maintains record of templates & best practice
documents Facilitates indexing on subject matter, nature of work,
users, users groups etc. Access Rights to prevent misuse of best practice
documents and templates Listing of Templates in Microsoft Excel with print facility Customization of templates and creation of separate
record for own templates Speeds up creation of new documents with auto
profiling of documents Access of desired Templates from Microsoft Word,
Excel and Outlook
Effective Organizing of Templates through KDOC® and eSecretary ®
Structured Record of Documents & Templates Centralized & Secured Documents Storage Compelling mechanism for centralized storage Prints Reports for documents created and
modified Email Archive & email Templates-Works with
MS Outlook Document Life Cycle Management
Helpful in effective document management requirements for Peer Review
Provides Better Learning Environment for Article Students
Advantages for CA Firms
Faster Creation Smart Management Quick Retrieval Maximum Usage of Past
Experience Email Productivity Easy & Incremental
back up
Benefits
Document Creation
from ICAI Templates
Quick Creation of a New document from ICAI Template's Library
Quick Creation of a New document from ICAI Template's Library
Need acceptation for disclaimer clause to go-ahead
Need acceptation for disclaimer clause to go-ahead
Locate desired Template with Template No., Category or Subject
Locate desired Template with Template No., Category or Subject
On Selection, Click at Create Document Button
On Selection, Click at Create Document Button
Semi-Automated ProfilingSemi-Automated Profiling
After profiling click on Save Button
After profiling click on Save Button
Quick Creation and Savingby selection of an ICAI Template
Quick Creation and Savingby selection of an ICAI Template
Easy Retrieval With Multiple Options
Document Retrievalfrom Word and ExcelDocument Retrievalfrom Word and Excel
Documents Listingwith Multiple Options to Retrieve
Documents Listingwith Multiple Options to Retrieve
Listing of DocumentsClient wise: Tata AIG Ins…
Listing of DocumentsClient wise: Tata AIG Ins…
Listing of DocumentsCategory wise: Checklists for Accounting…
Listing of DocumentsCategory wise: Checklists for Accounting…
Listing of DocumentsDocument Status wise: Final
Listing of DocumentsDocument Status wise: Final
Listing of DocumentsSubject wise: Intangible
Listing of DocumentsSubject wise: Intangible
Insert Barcode in Documents
Unique Document Identity
Insertion of Firm Detailsfor Barcode GenerationInsertion of Firm Detailsfor Barcode Generation
Insert Barcode for Unique Document Number
Insert Barcode for Unique Document Number
Barcode Generatedwith ICAI + Firm No. + Doc no.
Barcode Generatedwith ICAI + Firm No. + Doc no.
Laptop Sync Utility
Launching Soon
Contact ManagementContact ManagementBasic Information Management with Profiling & Categorization etc.
Correspondence Automation Correspondence Automation Automates the process of preparation of correspondence & eMails. Single Interface for printing of documents and their respective mailing labels or envelopes.
Correspondence ManagementCorrespondence ManagementCentrally stores Outgoing / Incoming documents & eMails. Provides Multiple Retrieval Options
Email ManagementEmail ManagementEasy Archival of Important eMails for organizational record etc.
Simplified Mail / Email Merge with MS Simplified Mail / Email Merge with MS WordWord Quick creation, maintains record of past group communications & facilitates re-use
What eSecretary Does ?
Template Management Template Management Provides Ready-to-Use template formats for quick creation of new correspondence.
Greeting Management Greeting Management Facilitates to capture Birthday’s & Anniversary dates,
Prompts at start-up for reminder.
Allows to send greetings letters or emails individually or in bulk, but still personalized.
Address Labels/Envelops Printing Address Labels/Envelops Printing Standard size & wide choice by facility of customizing through Microsoft Word etc..
What eSecretary Does ?
“For every minute spent in organizing, an hour is earned.”
- Benjamin Franklin
While technology and processes are
important to Knowledge
Management, it is people who
determine success.
CA. B.C.ChechaniCEO – Hazel Infotech Limited
Cell: +91 93242 54970+91 80800 43417
E-Mail: [email protected]
Thank You!
Details and Registrationhttp://www.icai.org/ccbcaf/kdoc-esecretary.html