EazeMax: Best Software For Statutory Compliance & Personal Management
EazeMax seamlessly transitions between Compliance Manager and Personal Manager functionalities, ensuring optimal efficiency and organization in all aspects of your professional and personal life. Not only does it work as Statutory compliance software, but it also provides personal management with ease.
Overview of EazeMax Compliance & Task Manager
Regulatory Compliance
Start by sharing key details such as your turnover, capital, and net worth. Our software will analyze this information to pinpoint the compliance requirements tailored to your business. These regulations cover areas including GST, Income Tax Act, TDS, MCA, SEBI, PF, ESI, and the Bonus Act. This ensures you effortlessly meet all necessary legal and regulatory standards.
Event Compliance Checklist
For event-related compliance, users must select the applicable question from our compliance checklist. This simplifies the process of identifying and addressing specific requirements relevant to their event or circumstances.
Compliance Features
The section shows the compliances applicable as per options selected from both the General and Questionnaires sections. Here, users can easily access and manage their chosen compliance measures, ensuring a streamlined process for meeting regulatory and other requirements.
Task Management Functionalities
Tasks in the Task Tab are assigned according to the compliance choices users make in the prior section, and then these tasks are given to employees/users. This functionality ensures that responsibilities are distributed correctly and in line with compliance needs, which boosts efficiency and accountability within the system.
Procedure Assignment
The "Procedure" tab automatically generates steps based on the selected task, allowing efficient assignment to employees or team members. This automation streamlines task delegation, enhances workflow, and improves transparency. It fosters collaboration, ensuring coordinated procedure execution. The approach simplifies compliance management, ensures process adherence, and boosts operational efficiency while minimizing errors across the team.
Document Collection Database
In the "Required Documents" tab, both employees and users can view the list of required documents and request any missing documents from the client side needed to complete the compliance task. This functionality streamlines the document collection process, facilitating the efficient gathering of necessary information for compliance purposes. It enhances communication and ensures the prompt and secure acquisition of all required documentation.
Client Task Compliance
In this step, the client will be shown all the tasks associated with the original task that they are required to complete. Additionally, the status of each task will be displayed, indicating which tasks have been completed on their part. This section allows client/users to conveniently review the required steps and documentation. It simplifies the process, providing clarity on tasks and document needs, which improves efficiency and organisation in compliance management.
Streamline Personal Accounting with EazeMax
Share Accounting
Share Accounting provides a platform, where User can import Contract notes from image/PDF or can manually enter the transaction-wise details to generate various trading reports like Industry-wise Reports, Script-Type Reports, Dematwise Inventory, Turnover, Profit & Loss Account, Contract note summary, Scripwise Sale/Purchase Details, Transaction/Scripwise bifurcation of brokerage & Taxes which will be used for audit purpose. User can get consolidated reports for self as well as for their family members having different Trading/Demat accounts in one place.
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Credit Card Management
EazeMax centralizes credit card accounts, offers suggested head names from CC Statement narrations, provides headwise summaries, and tracks each related transaction. It provides consolidated repot of credit cards for both personal and family.
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E-Wallet Management
EazeMax consolidates e-wallet accounts, offers suggested headwise names, provides account summaries, and tracks each related transactions. It provides consolidated report of e-wallets for both personal and family.
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Bank Transactions
EazeMax unifies multiple bank accounts, provides suggested account names from bank narrations, offers headwise summaries, and traces transactions. It provides consolidated report of bank accounts for both personal and family.
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EazeMax provides a platform focused on Compliance & Task Management, Personal Management, and Personal Accounting, helping users to stay updated with these features while saving time.
With EazeMax Streamlines Personal Manager and Other Utilities
Medical
EazeMax is a comprehensive medical management software that securely stores Hospitalization Records, Doctor's Prescription, Medicine Records & test reports.
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Document
EazeMax is a comprehensive document management solution that streamlines the organization and storage of various Important documents like Adhaar Card, PAN Card, Passport, Driving Licence etc.
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Regular Bills
EazeMax is a user-friendly software solution that simplifies the management of Regular bills by consolidating various bills like Water Bill, Electricity Bill, Mobile/Internet Bills, Newspaper Bills, School/College Fees, Dairy Products Bills, OTT Subscriptions etc.
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Assets and Liabilities
EazeMax offers a dedicated page for companies and individuals to manage critical documents like Fixed Incomes, Retirement Accounts, Loan Liabilities and Insurance related documents.
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Investment Portfolio
EazeMax is a comprehensive portfolio management software that helps you organize and manage all your financial assets in one place which includes Shares, Mutual Funds and Commodities etc.
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Calendar, Appointment and Reminder
Calendar and Reminder System:-EazeMax offers a comprehensive calendar feature to help you manage Appointments, Reminders, Schedule Task and To-Do list etc., whether it's personal or for business purpose.
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Annual Maintenance Charges
EazeMax is a comprehensive solution for managing Annual Maintenance Charges (AMC). It streamlines the process by storing AMC records like Building Maintenance Fee, Vehicle Maintenance Fee, Product Maintenance Fee etc. It also provides the data related to AMC renewal date, last vendor name and last AMC paid amount detail.
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Miscellaneous Login
The Miscellaneous Login feature in EazeMax allows for secure storage of sensitive client data, including passwords for critical accounts like Income Tax Login, GST Login, Bank Account Login, Social Medua Accounts Login etc.
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Frequently Asked Questions
EazeMax is an All-in-One Management Tool designed to streamline compliance management processes and enhance personal organization. It offers features such as Compliance Task tracking, Document storage, Portfolio management, Bank Accounting, Appointment scheduling, Reminder setting, Share Accounting, Medical record management, Regular Bill tracking, and Credit Card monitoring.
EazeMax is beneficial for individuals, businesses, compliance officers, investors, and anyone seeking to boost their management efficiency and personal organization.
EazeMax streamlines compliance management by providing tools to monitor deadlines, track progress, generate reports, and consolidate compliance-related documents in a centralized location.
Yes, we take data security seriously. EazeMax employs encryption protocols and strict access controls to ensure the confidentiality and integrity of your data.
Yes, EazeMax is accessible from any internet-connected device, including computers, tablets, and smartphones, allowing you to manage your tasks and information on the go.
Yes, we offer customer support to assist you with any questions or issues you may encounter while using EazeMax. Our dedicated support team is available to provide timely assistance and guidance.
