A Complete Cloud-based Solution for Record Keeping & Client Relation Management for CAs, Accountants & Businesses
What is Reclation?
To be used by CAs, & Accounting Professionals for Professional Record Keeping & Client Relation Management
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.
Why use Reclation?
Manage more clients with lesser team members, employees or interns.
Reclation's security is audited by several independent security auditor & has been certified safe & secure hence it contain no known security vulnerability.
Control the privacy of the records with just a click. Share it with authorized person or with directors, shareholder, team members etc.
Manage all the data easily at just one place. No need to search inbox & follow up with authorised person again and again.
Save enormous amount of time while managing your clients accounting processes through Reclation.
Complete Stakeholders Management
Complete stakeholders management for all the involved parties like Shareholders, Directors, Accountants, Secretaries, Auditors, Lawyers, etc. Upload the details once and use them whenever you want wherever you want.
Manage clients records as per government norms with just one click upload & retrieve. Just share the link automatically using Reclation Emails & SMSs & let them send you records by using a simple document upload interface without login.
Whether you have 10 stakeholders of 1 Lakh stakeholders, Just communicate with them via professional emails within the interface for any updates on accounting or secretarial processes.
Automatic Documents Generator
Generate all valid legal notices (pre-filled) with all the information within platform with just one-click only. Just share it with newspapers, clients, Banks etc for their use directly within the platform.
Live Updates Embeds
Give your client a live updates page which can be embedded by your clients in their own internal websites or dashboard for internal reporting.
Access more than 10 standard reporting template to generate the reports for the clients, company secretary, Board Meetings, General Meetings & other reporting parties. Share the reports with just a simple email form.
Manage your entire team's access & rights for any clients in just one single interface. You decide how many clients your team can manage at any given point in time. You will control everything.
& Many More Features
Above is just a small list of features available with the Reclation platform. Just signup for the 30-days No Commitment Free Trial & check your self.
Below are some common features available in the Reclation for the CAs, CSs, & Accountants.
With Reclation, you can manage 100% more clients with 50% less interns & resources. Which means 50% less cost & 100% more revenue. You will look more professional to your clients and make them happy resulting in longer term association & consistent revenue. You clients can access their data at anytime without any unnecessary waiting. Your employees can respond to your clients much quickly at anytime & from anywhere.
Without Reclation, you have to manage data in Google Drive, Email, Dropbox or maybe in your local hard disk (which can crash anytime by the way). You can easily lose the data or misplace it. You have to find the email tool for bulk emailing making sure your emails are not landing in spams, Redo same thing multiple times, track all stakeholders, etc. Track replies, manage claims in email inbox. Last but not least, your interns can leave at any time leaving your long term clients in trouble.
Maximize Your Efforts
It brings the most out of your efforts by putting a software to work for your process & you focus on what next.
Save time by managing multiple clients online at one place within Reclation Interface.
Use your time in better way by letting Reclation manage the data & process for you.
Deliver or collect information to/from stakeholder in a very fast & effective manner.
Check our user friendly & simple interface.
Frequently Asked Questions
Still have some questions unanswered? Check the below FAQs or just shoot us an email.
Reclation is a cloud-based software suite for the CAs, CSs & Accountants to manage their client records, data, communication & relation online.
Anyone who wants to manage the corporate data & records can use this. We believe CAs, CSs & Accountants to this work so it will be more useful to them. However, even the company owner can use it to track all their records.
You might be having a number of clients. Your pricing plan depends on the total number of clients your CA firm manager. Here, clients means a legal person. For example, if you manage 3 companies (3 different PAN Cards) of a client then they will be considered as 3 clients. Please check pricing page for more details.
Reclation is complete privacy enabled & uses end-to-end encryption for the data stored. Which means your data is completely safe & can not be seen by anyone.
Using our import wizard, you can import all the data using a simple excel sheets. Just ask the authorised person to compile the data in the given templates & upload them at once at our platform.
No. Reclation offers the monthly usage plan without any long term commitment or binding terms. You can quit anytime in between if you want to.