icai's capacity building initiative
DESCRIPTION
Information and Knowledge Management in a Chartered Accountant’s office is imperative to increase efficiency. Easy creation and quick retrieval of documents is a challenge in any office of Chartered Accountants. Having handy illustrative checklists along with templates for frequently used correspondence can enable the members to work smarter as well as strengthen the documentation practice.TRANSCRIPT
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Ready-to-use Checklists &
Templatesand Software Solution
For Efficient Documentation Practice
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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
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Quick Look at A Few
Checklists & Templates
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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
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Financial Statements ReviewAudit Manual for Small Entities
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Audit Program: Intangible AssetsAudit Manual for Small Entities
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Audit Program: LiabilitiesAudit Manual for Small Entities
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AS - 2 - Valuation Of InventoriesChecklist For Accounting Standards
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AS - 28 - Impairment Of AssetsChecklist For Accounting Standards
AS - 28 - Impairment Of AssetsChecklist For Accounting Standards
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AS - 29 - Provisions, Contigent...Checklist For Accounting Standards
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Clause wise Checklist For Form No. 3CDTax Audit
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Tax Audit Report With AnnexureTax Audit
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CARO ChecklistChecklist for CARO
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List Of Questions For Evaluating Internal...Checklist For C A R O
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LFAR ChecklistChecklist For Bank Branch Audit
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SA 300 (Revised) Planning An Audit...Checklist For Standards On Auditing
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S A 805 Special Considerations...Checklist For Standards On Auditing
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Distribution of New Templates
Updating Modified Templates
Facility of Sharing templates with member community
Template Service
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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)
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Suggesting new templates of common interest Suggesting better formatting ideas, functions and
formulas for Excel templates
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Just upload a template, On approval, it will be available as automated update to all CAs
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Software for Efficient Documentation
Practice
Software to ease Secretarial and
Organizational Tasks
Solution for Efficient Template Management and Structured File Management
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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 Templates from Microsoft Word, Excel and Outlook
Effective Organizing of Templates through KDOC and eSecretary
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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
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Helpful in effective document management requirements for Peer Review
Provides Better Learning Environment for Article Students
Advantages for CA Firms
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Faster Creation Smart Management Quick Retrieval Maximum Usage of Past
Experience Email Productivity Easy & Incremental back up
Benefits
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Document Creationfrom ICAI Templates
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Quick Creation of a New document from ICAI Template's Library
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Need acceptation for disclaimer clause to go-ahead
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Locate desired Template with Template No., Category or Subject
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On Selection, Click at Create Document Button
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Semi-Automated Profiling
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After profiling click on Save Button
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Quick Creation and Savingby selection of an ICAI Template
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Easy Retrieval With Multiple Options
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Document Retrievalfrom Word and Excel
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Documents Listingwith Multiple Options to Retrieve
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Listing of DocumentsClient wise: Tata AIG Ins…
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Listing of DocumentsCategory wise: Checklists for Accounting…
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Listing of DocumentsDocument Status wise: Final
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Listing of DocumentsSubject wise: Intangible
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Insert Barcode in Documents
Unique Document Identity
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Insertion of Firm Detailsfor Barcode Generation
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Insert Barcode for Unique Document Number
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Barcode Generatedwith ICAI + Firm No. + Doc no.
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Contact ManagementBasic Information Management with Profiling & Categorization etc.
Correspondence Automation Automates the process of preparation of correspondence & eMails. Single Interface for printing of documents and their respective mailing labels or envelopes.
Correspondence ManagementCentrally stores Outgoing / Incoming documents & eMails. Provides Multiple Retrieval Options
Email ManagementEasy Archival of Important eMails for organizational record etc.
Simplified Mail / Email Merge with MS Word Quick creation, maintains record of past group communications & facilitates re-use
What eSecretary Does ?
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Template Management Provides Ready-to-Use template formats for quick creation of new correspondence.
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 Standard size & wide choice by facility of customizing through Microsoft Word etc..
What eSecretary Does ?
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“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.
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CA. B.C.ChechaniCEO – Hazel Infotech Limited
Cell: +91 80800 43417E-Mail: [email protected]
Thank You!
Details and Registrationhttp://www.icai.org/ccbcaf/kdoc-esecretary.html