Managing hundreds of businesses & individual customers records, ITR, GST returns, share registers, board meetings etc is not an easy task. Especially when interns & employees keep coming & going while your customers are there for many years. And of-course, not every employee or intern follows your guidelines as expected.
No matter how good your start, your team end up making a mess around your customers historic financial records. Structured record keeping of your clients record becomes your biggest nightmare. Reclation can fix this problem.
Everyone mostly share their files over emails and your team has to spend a lot of time in renaming files with proper name for long terms storage. Or you have to search in your inbox if you or your clients want some past files. Reclation can fix this problem.
All our clients want everything NOW. They want FY2016 ITR & AGM Resolution copy in 5 minutes. If you haven't done a proper record keeping, then you need a lot of time & a right employee to share that data. Reclation can fix this problem.
You have no idea how many clicks or actions your team has performed to make your clients happy. You have no insight of what your team is doing to ensure better client retention & quick invoice clearance. Reclation can fix this problem.
You want your team to serve your clients on-the-go. Your team can not be in front of Desktop or Laptop all the time. This sometime cause your client to panic because they want response almost immediately. Reclation can fix this problem.
Reclation is a full-fledged cloud-based AI enabled financial software suite for intelligent record keeping & relation management including share register, board meeting scheduler, general meeting scheduler, automatic documents generator & much more.
It helps you by making your work easier by providing ease of business with lesser investment, high transparency & provability through automation & other world class tools.
Build for CAs, Accountants, & Business Owners to manage entire business & personal record keeping of financial records, & day-to-day communication between CAs, Accountants & Business Owners via the simple to use online dashboard.
Reclation helps you automatically generate the commonly used documents with one click. Many times your client's want Bank letter, Shareholding declaration and other common certificates or declaration which become a very tedious tasks.
Give your client a login & dashboard to access the managed data easily under their ownership, let them upload required data or signed docs in that dashboard only. Reducing a lot of time & efforts of your time while keeping the clients happy.
Let your entire team access the clients data at various access level. Interns should only have the ready only, add only rights while the seniors can do add, update, delete & many more. Many access levels are available. Try it to understand it better.
Manage all board meetings & it's related records in a well arranged chronological manner. Manage all board meeting's lifecycle in a simple to use online intuitive interface including scheduling, notice dispatch, MoM & resolution uploading etc.
You can perform better if you can measure & report better. Reclation help you track every individual employees activity, including clicks, task performed, etc in a simple to use analytics dashboard & reporting tool. This can help you in many ways.
Client got the scrutiny notice from Govt.? Need last 4 years historical record in an arranged manner to share with officer? Reclation can help you get the data ready in just 10 minutes. Just select the years & click export. You will get downloadable data via email.
No body has a time to upload the required file after login. Reclation can help you generate a simple one-click upload link which let your client share the data by one-tap on his mobile phone via Google Drive, Dropbox, WhatsApp & many more.
No need to send bulk SMS & Emails for a certain news or requirement from your office. Reclation offers an inbuilt bulk Email & SMS service which let you send a bulk update or reminder or news to all your clients & stakeholder with one click.
With tools to make every part of your day-to-dat work easy, our support team is excited to help you to get started with on-boarding the existing scattered data to a well structured easy to find records in safe domestic servers with end-to-end encryption and bank grade security. Security, Privacy & Transparency, all come together in one place.
Reclation offers the world class platform to ease your day-to-day work with best support from us.
Communicate among the key stakeholders using the dashboard and using the Team Email box only.
With Reclation Chat and Messages you can proactively engage Directors, Accountants, CS, CAs & your staff members — in real-time and in context. Stakeholders can get the attention they deserve.
Generate user friendly reports directly from the reports to submit it to the relevant parties.
reclation has a knowledge base for smart self-service. It helps users quickly onboard using the world class knowledge base.
Reclation Support is a beautifully simple system for tracking, prioritising, and solving customer support tickets.
Reclation delivers a complete suite for CAs with bulk licenses for the client record keeping & relation management. It can be used by any individual accountant who wants to manage one of more companies.
Reclation offers businesses the license to provide the suite to their employees for managing the business where the records & data remains with you. Just reach out for more details.
OUR CLIENTSThe professionals are using the Reclation platform to increase transparency, communication in their day-to-day work.
Start creating first client for your team with Reclation's 30-days free trial. No commitment. No Credit Card.