Mera Office

Mera Office is a cloud-based office management software designed to meet the needs of professionals such as Chartered Accountants (CA), Company Secretaries (CS), Cost and Management Accountants (CMA), tax consultants, advocates, and others. This solution is specifically tailored for small to medium-sized companies, aiming to efficiently manage office work, team collaboration, client relationships, and invoicing. According to the vendor, Mera Office offers features that streamline client management, task allocation, invoicing, document management, and provides analytics and dashboards for enhanced productivity and performance.

Key Features

Client Management: According to the vendor, Mera Office allows users to easily add and manage multiple clients and contacts, keeping all their information organized in one place. The software also enables SMS and email notifications for important updates.

Services & Category Management: Users can choose from a range of system-defined services and create user-defined task types to effectively categorize and manage different types of tasks. Checklists or milestones can be created for each task type to ensure a systematic workflow.

Task Management: Mera Office enables task assignment to staff members with target dates and due dates, facilitating clear accountability and efficient task allocation. The software also provides real-time monitoring of task progress through auto timestamps of milestones and blockers.

Task Template for Bulk Tasks: According to the vendor, users can streamline their workflow by creating task templates for recurring tasks. This feature allows for scheduling tasks and planning for the future, saving time and effort in task creation.

Invoicing & Billing: Mera Office simplifies the billing process with client-based invoice settings. The software automatically generates invoices based on completed tasks and supports task-based billing, ensuring accurate and timely invoicing.

Team Management: The software allows users to create user accounts for staff roles, manage access and permissions, and assign task supervisors and task leaders. This feature aims to facilitate effective team management, collaboration, and coordination.

Document Management: Mera Office provides seamless management of inward and outward attachments, allowing users to link them with relevant tasks for easy reference. Documents can be securely stored in the cloud, ensuring data safety and accessibility.

Analytics & Dashboards: The software offers an interactive dashboard that provides insights into work productivity. According to the vendor, the dashboard suggests actions for improved performance and allows users to generate reports for performance appraisals.

Client Access Portal: Mera Office provides a public URL for each task, enabling clients to conveniently upload documents and collaborate with the team. The software also displays a task timeline for clients to stay updated on task progress and enhance transparency.