Blazzing Fast Web & Mobile Platform, to Manage all office Activities with Ease.

Streamline your task, Resources, Clients, Comminication and Accounts with advance technology to get the most out of your efforts & investments.

Manage all office Activities with Ease.

The Best Planes Fly on Autopilot. Does Your Firm Have One?

Automate work processes, monitoring systems, checkpoint rules & notifications. Set things on auto mode, no matter how granular they are.

Automate work processes

Your Clients Are Banking On Your Services. Get Bank-Grade Security to Protect Their Data.

CA Office Automation's Bank-Grade SSL, latest security enhancement, and Microsoft Azure-Dedicated Server give comprehensive security to the data your clients have entrusted you with.

Bank-Grade Security

Gamut of Features for Increased Profitability, Productivity, and Ease of Management.

Work Management

Work Management

Recurring Task Management.

Sub-Task/CheckList-wise Task Management & Allocation System.

Automatic Task Generation and Rule-Based Assignment System.

Due Date & Time Tracking.

In-Built Admin Approval System for the Entire Task Cycle.

Can set multiple checkpoints & various automated modes.

Highly flexible module.

Document Management

Document Management

Support Paperless Office system with Advance Features.

Inward & Outward Document Management.

Central Client Document Repository with Secure-Login.

Client & Task-Based Easy Document Tracking System.

Physical File & File Label Management.

Easy & Flexible Document Transfer & Allocation System.

Account Management

Account Management

Tax Invoice & Payment Receipt Management.

Online Payment Collection Facility.

Multi-Currency Payment Management.

Reimbursement & Expense Management.

Pro-Forma Invoice or Commercial Proposal Management.

Margin Assessment with Forecast & Real Cost Tracking.

Conveyance & Reimbursement Management.

Employee Management

Employee Management

Role & Hierarchy-Wise Employee Management.

Time monitoring with Late Coming, Early Going & Overtime.

Employee-Wise TimeSheet & Work Reports Management.

Inbuilt Communication Channel Between Employee & Client.

Employee wise Email configuration.

Work Transfer & Easy Employee Work Collaboration System.

Payroll Management

Payroll Management

CTC or Monthly Salary Based Salary Calculation.

Publish & Post-Based Salary process system.

Leave Management with Approval & Leave Type-Wise Assignment.

Attendance Management with Device Integration.

Advance or Loan Module.

Can create policy for Late Coming, Early Going, OT, Leave Pass, & Manage All Deductions or Addition Easily.

Client Management

Client Management

Client wise Login with Mobile App.

Easy & Secure Communication Channel Between Employee & Client.

Group-Wise Client, Invoicing, and Ledger Management.

Multiple Contact Management.

Appointment & Visitor management.

Smart Notification Management for All Important Steps.

Multiple Outward with Smart Selection Filters.

“CA Office Automation” Overview

About CAOA

About CAOA

CA Office Automation software is a next-generation work platform for CPA, CA, and Accounting Services Companies. CAOA is Software as a Service (SaaS) based software product that provides benefits of the latest web & mobile software technologies to users. More than 8,000 accounting professionals have trusted the CAOA platform across the Globe.

How CAOA Help Your Firm

How Can CAOA Help Your Firm?

CAOA helps you get maximum control of the processes and transactions your firm has to take care of, with auto-monitoring systems and auto-generating reports backed by operational data.

CAOA has tons of features to automate your work-processes, & help you manage your work, employees, clients, billing, payment, payroll, communication, documents, meetings, follow-ups, due dates & many other processes under a single dashboard delivered on a blazing fast web platform & a mobile app.

Development Process

CAOA Development Process

We shaped CAOA by understanding the business, work-processes, key challenges, and constraints faced by CPA & Accounting Services firms, and used over ten years of endless support, hundreds of updates by user inputs, and countless feedback cycle-executions to perfect it. We created an all touch point-encompassing platform that fulfills several platform requirements for your firm. We are continuously upgrading the CAOA platform with coherent values and a long-term vision to amplify the impact of your firm.

CAOA Support

CAOA Support

Our support team is always available for all the CAOA users. For new purchases, we provide a dedicated Product Advisor for 15 days to help you execute standard deployment & training procedures. We have different service plans for frictionless integration.

Click here to get more Information about Service plans & Support Procedures.

Here's Why Industry-Leaders
Choose CA Office Automation.

  • Engineered for CPA / CA & Accounting Firms with Inputs from Industry Leaders.
  • Used & Trusted across the globe.
  • Trusted by Over 8000 Accounting professionals across the globe.
  • Running on the highly advance & secure Microsoft Azure Platform
  • Easy Adoption Support, Training, and Data-Migration Assistance.
  • Perfected with 10-Years of Feedback, Analysis, and Research.
  • Integrated and Inexpensive Platform for Effective & Efficient Office Management with Streamlined Employee, Client, Document, Account, and Workflow Management.
Why Industry-Leaders Choose CA Office Automation

Clients Testimonials

How to get more Information
About CA Office Automation Platform ?

Watch Our Demonstration Video and Take a Free Virtual Trial.

We have created a real-use replicating video that shows the CAOA platform in action. Using real-scenario resembling data, the video will demonstrate all the features of the CAOA platform in detail. Once you've seen it, you will get CAOA application credentials. Use these for logging in and virtually try the CA Office Automation platform free – with no commitments attached.

Get a Free Consultation Session with Our Product Advisor.

Our Product Advisors are available as per the below-given schedule. You can easily book a free call and have a detailed discussion about the specific requirements that you seek. The Product Expert will walk you through the entire process & help you on your requirements.

Feel below Inquiry Form & our Product Advisor will Contact you to help you with your requirements.

Watch this Video for Purchase Help.

Watch this video to understand the entire purchase process with payments and all the other steps explained in detail. Then, you can directly purchase the software from the pricing page.

As soon as you have bought the application, an executive from our Customer Success Team will contact you and help you with further processes.

Click here to get more Information about Service plans & Support Procedures.