icai's capacity building initiative

Ready-to-use Checklists &

Templatesand Software Solution

For Efficient Documentation Practice

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

Quick Look at A Few

Checklists & Templates

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

Financial Statements ReviewAudit Manual for Small Entities

Audit Program: Intangible AssetsAudit Manual for Small Entities

Audit Program: LiabilitiesAudit Manual for Small Entities

AS - 2 - Valuation Of InventoriesChecklist For Accounting Standards

AS - 28 - Impairment Of AssetsChecklist For Accounting Standards

AS - 28 - Impairment Of AssetsChecklist For Accounting Standards

AS - 29 - Provisions, Contigent...Checklist For Accounting Standards

Clause wise Checklist For Form No. 3CDTax Audit

Tax Audit Report With AnnexureTax Audit

CARO ChecklistChecklist for CARO

List Of Questions For Evaluating Internal...Checklist For C A R O

LFAR ChecklistChecklist For Bank Branch Audit

SA 300 (Revised) Planning An Audit...Checklist For Standards On Auditing

S A 805 Special Considerations...Checklist For Standards On Auditing

Distribution of New Templates

Updating Modified Templates

Facility of Sharing templates with member community

Template Service

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)

Suggesting new templates of common interest Suggesting better formatting ideas, functions and

formulas for Excel templates

Just upload a template, On approval, it will be available as automated update to all CAs

Software for Efficient Documentation

Practice

Software to ease Secretarial and

Organizational Tasks

Solution for Efficient Template Management and Structured File Management

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

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

Helpful in effective document management requirements for Peer Review

Provides Better Learning Environment for Article Students

Advantages for CA Firms

Faster Creation Smart Management Quick Retrieval Maximum Usage of Past

Experience Email Productivity Easy & Incremental back up

Benefits

Document Creationfrom ICAI Templates

Quick Creation of a New document from ICAI Template's Library

Need acceptation for disclaimer clause to go-ahead

Locate desired Template with Template No., Category or Subject

On Selection, Click at Create Document Button

Semi-Automated Profiling

After profiling click on Save Button

Quick Creation and Savingby selection of an ICAI Template

Easy Retrieval With Multiple Options

Document Retrievalfrom Word and Excel

Documents Listingwith Multiple Options to Retrieve

Listing of DocumentsClient wise: Tata AIG Ins…

Listing of DocumentsCategory wise: Checklists for Accounting…

Listing of DocumentsDocument Status wise: Final

Listing of DocumentsSubject wise: Intangible

Insert Barcode in Documents

Unique Document Identity

Insertion of Firm Detailsfor Barcode Generation

Insert Barcode for Unique Document Number

Barcode Generatedwith ICAI + Firm No. + Doc no.

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 ?

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 ?

“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.

CA. B.C.ChechaniCEO – Hazel Infotech Limited

Cell: +91 80800 43417E-Mail: bcc@hazelinfotech.com

Thank You!

Details and Registrationhttp://www.icai.org/ccbcaf/kdoc-esecretary.html