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Am8ze / PROFESSIONAL SERVICES MANAGEMENT FEATURES

PROFESSIONAL SERVICES MANAGEMENT FEATURES

INCORPORATION

ONLINE APPLICATION

SEARCH AND FILTER

SERVICE ENGAGEMENT

KYC DOCUMENT TAGGING

DOCUMENT ATTACHMENT

ONLINE QUESTIONNAIRE

DIGITAL SIGNATURE

TRANSFERS

LIAISON WITH EXITING AGENT

TRANSFER-IN DOCUMENTS

SERVICE ENGAGEMENT

KYC DOCUMENT TAGGING

DOCUMENT ATTACHMENT

ONLINE QUESTIONNAIRE

DIGITAL SIGNATURE

PRACTICE MGT

UPDATE COMPANY RECORDS

UPDATE OFFICERS’ RECORDS

AGM MANAGEMENT

KEY DATE MONITORING

PROGRESS MONITORING

BILLING MANAGEMENT

AUDIT TRAIL

DOCUMENT MGT

EASY RETRIEVAL

SINGLE VIEW OF CUSTOMERS

VERSION CONTROL

REVIEW FUNCTION

TIERED ACCESS CONTROL

INDEXING AND CLASSIFICATION

AUDIT TRAIL

USER ACCESS

USER ACCESS ALLOCATION

TIERED ACCESS CONTROL

DATA SECURITY

ACCESS MONITORING

CENTRALISED DB

DB ACCESS CONTROLS

MOBILE-RESPONSIVE

FINANCE

BILLS & EXPENSES

ACCRUAL ACCOUNTING

COMPLIANT GST REPORTS

BALANCE SHEETS

PROFIT & LOSS

GENERAL LEDGER

MANAGEMENT REPORTS

HUMAN RESOURCES

EMPLOYEE SELF SERVICE

PAYROLL MANAGEMENT

ITEMISED PAYSLIPS

LEAVE ADMINISTRATION

ATTENDANCE TRACKING

EXPENSE CLAIMS

RECRUITMENT

DASHBOARDS

LEAD MANAGEMENT

FINANCIAL MANAGEMENT

STAFF MANAGEMENT

LEADS MANAGEMENT

PROGRESS MONITORING

RESOURCE ALLOCATION

CLIENT MANAGEMENT

REPORTS MODULE

CLIENT ANALYSIS

TASK ANALYSIS

PROJECT PROFITABILITY

PROFILE OVERVIEW

EXPENSES AND CLAIMS

CASHFLOW

STATUTORY AND COMPLIANCE

STATUTORY AND COMPLIANCE

DATA EXPORT

EXPORT DATA TO MS EXCEL

  • FINANCE
  • HR
  • STAFF MOVEMENT
  • SIGNUPS & DROPOUTS
  • PROFILE
  • APPLICATION STATUS
  • AND MORE…