For the firms that serve them
Practices, agencies and content firms that run their own work on UIMS, and deliver it to their clients.
CA and Audit Firm
Many clients, many filing deadlines, and documents that arrive late from clients.
- Run the practice from one place: a list of clients, a deadline board, document requests to clients, filing runs and sign-off of returns.
- Prepare GST returns (GSTR-1 and 3B) with input tax matched against GSTR-2B, and TDS returns (26Q and 27Q) with Form 16A certificates.
- Keep a compliance calendar of statutory due dates, and record every change to the books in a trail that cannot be erased.
- Produce statements in the framework each client needs (UGC, ICAI non‑profit, Schedule III, IFRS, US non‑profit or UK SORP), with Excel and PDF export.
Modules used: Finance & Accounts, Legal & Compliance
Full page: what UIMS does for CA and audit firms →
Recruitment and Staffing Firm
Clients, candidates and commissions that have to be kept apart, and a candidate that two agencies claim at the same time.
- See who submitted each candidate first, with protection periods and a process for disputes.
- Let clients review submitted candidates in a client portal, and approve contract staff timesheets.
- Track commission agreements, vendor splits, retained search fees and clawbacks, and raise contract bills through Finance & Accounts.
- Manage the bench, time limits in business hours, and off-limits agreements so that no one poaches a client's staff.
Modules used: Recruitment (ATS), Finance & Accounts, HR & Payroll
Full page: what UIMS does for Recruitment and staffing firms →
HR and Payroll Firm
A monthly payroll that has to be right the first time, statutory deductions that change by country, and a steady stream of employee questions.
- Run payroll for your own team and for each client organisation, in one control centre, with approvals before posting, a month that cannot be paid twice, bank advice files and payslips.
- Apply statutory rules by country: PF, ESI, professional tax, TDS and Form 16 in India, and other countries through their own country packs.
- Give employees a portal for payslips, leave, claims and tax declarations, and an HR assistant that shows the policy each answer came from.
- Handle the full cycle: onboarding, appraisals, promotions, exits, full and final settlement and gratuity.
Modules used: HR & Payroll, Finance & Accounts, Recruitment (ATS)
Full page: what UIMS does for HR and Payroll Firm →
Assessment Firm
Tests that must stay secure, be marked accurately, and be taken in places with no reliable internet.
- Build question banks with 21 question types, including coding questions run in a safe sandbox, and an approval step before any question is used.
- Choose the monitoring level for each test, from an open browser test to a live-proctored exam on a locked exam computer.
- Run offline exam centres with the Centre-Server Box: encrypted papers, answers returned for central marking, and a box that wipes itself after the exam.
- Read test quality through item analysis, and export results to Excel, PDF or JSON. Your logo and colours go on every screen and certificate.
Modules used: Assessment Engine, Recruitment (ATS), Examinations & Results
Full page: what UIMS does for Assessment firms →
Educational Content Firm
Turning a textbook into lessons, practice and video takes months, and the content must stay inside what the client has approved.
- Turn a textbook into structured study content for every topic, at six thinking levels, with diagrams, worked examples and a printable notes booklet.
- Make teaching videos and animated lessons from approved content. Nothing reaches a learner until a reviewer approves it.
- Publish courses through SCORM 1.2 and 2004, LTI, QTI import and xAPI records, and connect them to Google Classroom and Microsoft Teams.
- Sell single courses or subscriptions, and issue certificates that anyone can check online with a QR code.
Modules used: LMS, Assessment Engine
Full page: what UIMS does for Educational content firms →