CHECKLIST
Remember briefing document requirements of each compliance whenever a new article, employee or client walks in? How about explaining this information once for all and make it accessible for any new client or even your staff members. Workflox help you maintain checklist of all statutory compliance and ready to access whenever required.
PROJECT MANAGER
If you’re tired of jotting down due dates and tasks status in your diary, we are here to make it smooth for you. You don’t need to track status through diaries anymore or asking your staff about same. Just login and update status of every task with a remark then and there. On next login you will have a clear idea of from where to proceed.
CLIENT WISE BIFURCATION
Breath in, Breath out, login and simply search client’s name and with just a click you will be updated with what all filing and compliances are pending for that particular client.
REAL TIME DATA
Whenever you want to check any return and status of a client, the status are fetched from respective server directly. So no chance of mistake.
INTERNAL PROJECT ALLOCATION
Workflox is all what you need to completely cut all the internal confusions. “WHY THIS TASK IS STILL PENDING? WHO WAS WORKING ON THIS” are the two MOST COMMON QUESTIONS of all time whenever any pending task catch your eye. This software helps in task allocation within organisation and keeping track of the process.
PENDING PROJECT TRACKER
How about being updated regarding what all task are pending on you currently status-wise, client-wise, return-wise for each quarter/month/year. Dashboard act as a reminder for you to buck up and complete all tasks timely.
LIMITED AUTHORIZATION
No one can overpower the job role in any task authorized to them. One can access any task to the extent of authority they are provided with. No one can hinder at any point beyond their allotted role. You can allocate tasks and set limited authorization for every staff member or employee. You can select each right you want to give to staff. Although, some rights are exclusively for admin and cannot be given to employee keeping in mind privacy concerns.
E-MAIL DOCUMENTS WITH A CLICK
Sometimes it’s just hectic to keep track of all the client documents on mail and that hussle when client make a call and ask for any random document. Don’t worry, we solved this issue for you. Now you can maintain all client documents at one place and you can send same to client with just a click by adding them in cart.
SECURE CLIENT COLLABORATION
Every client is allotted a dedicated login ID for file sharing and status updates.
ACCESS FROM ANYWHERE
Workflox is a cloud based platform, so you don’t have to worry about accessibility. You can access it from any device provided device have internet connection.
EASY COMMUNICATION
We promote smooth communication between staff members and with clients. With Workflox everyone is well informed about pendency and deadlines. And client with just a login can know the status of their work. It leads to smooth communication that too without follow up phone calls.
SIMPLE DRIVE LIKE DOCUMENT MANAGER
Gone are the days where you have to individually save every document in particular client’s folder. Workflox allows easy management of documents, once you upload all required documents for a particular project, it automatically get saved in document manager. This made it easy to access client wise documents later with just a click.
APPROVAL MECHANISM
Workflox provide you the liberty to choose an approval mechanism, which is best suited for your organisation. Either you can restrict approval mechanism to 2 levels or 3 levels, based on size, nature or materiality of any particular project/service.
FULLY AUTOMATED PROJECT MANAGER
Finally you can relax and take a deep breath as we are providing you fully automated project manager, wherein you don’t have to manually update project status after every step. It is system driven where on completion of one step, system automatically update current status.
USER FRIENDLY INTERFACE
We just heard you saying, “But I am not an IT person, how will I use this?” Relax! Workflox is designed keeping “YOU” in mind, having simple and user friendly interface. You can easily and effortlessly use this. TRUST ME!!
FILTER AND SORT PROJECTS
You can easily filter and sort the projects exactly the way you like. Be it Client wise, date wise, service wise, pending projects wise etc. YOUR WISH IS WORKFLOX’S COMMAND.
ONE CLICK E-MAIL REMINDERS
Remember calling client every second day, because he was supposed to share 5 documents and he shared only 2 till date? Nowyour one click can remind client of pendency on his part. Be it internal communication, pending query or any reminder, workflox make it all flow smoothly.
PLANNER
“Failing to plan is Planning to fail”,this make it crucial to plan and prioritise your tasks and day well in advance. Here you can set completion benchmarks due date wise or desired/target date wise and can create a to-do-list for the day. Setting desired completion date in calendar assist you in keeping track of staff efficiency and ensure timely completion of project.
