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CA Office Automation, a comprehensive office automation tool for CPAs and CAs

“CA Office Automation” is a robust and accessible tool that has carved a niche for itself by offering some superior advantages to CAs and CPAs across the globe to manage their day to day activities. Since its inception, CA Office Automation has helped accountants to consolidate between sensitive documents, tasks, accounting, clients and employees to simplify processes.

We are having more than 3000+ Users including Certified Public Accountants, Chartered Accountants, Company Secretary, Tax Professionals, Tax Consultants & Corporate clients across the globe.

You’ll enjoy increased visibility across task management, Taxation & Advocate Office Management, workflow, resources management and performance – Finally freeing your practice up to allocate more time adding value to your clients. Everything you need to manage and work freely is at your fingertips whether you’re in the office, working remotely or out visiting clients.

When it comes to running of a CPS accounting firm, it is necessary to make use of effective software systems that can simplify the business processes in a meaningful manner. Hence, it is necessary that you invest wisely in getting the software systems that you require for seamless office operations. The latest accounting software systems can manage a wide range of critical functions for the company thereby increasing operational efficiency on multiple levels.

Once you start looking for the perfect software systems to run your accounting firm, you will need to consider the functions for which you will need them. For instance, you can get specialized office management software that can help you to manage all day to day office needs in a systematic manner. These office management software systems can help you to manage daily workloads and cater to the specific needs of the clients as they occur from time to time. Along with this, you can also go for smart work management software systems that can be essentially helpful to you for handling multiple projects at the same time. Work management software can also provide you with all the necessary information that you need to manage details of particular cases.

It is a well-known fact that the strength of any accounting company is the workforce or employees that are a part of the company. Unless you have a proper employee management system in place, you can never attend to the needs of your employees and encourage them to perform well for your company. This can only lead to poor performance of your company. On the other hand, when you have the best employee management software in place, you can check the performance of your employees on a regular basis, keep a track of their attendance and even manage their salaries at the end of the month.

The key to the growth and development of any accounting firm is proper client management. Clients are crucial for the financial growth of your company and so you must have proper software systems in place that can attend to their needs. The client management software systems can help you to book and manage appointments, calculate appointment durations, establish effective online communication with clients and also save all crucial client data in a cloud storage system from where they can be accessed from any computing device.

The other software systems that you can use for the development of your accounting company include large scale document management software systems and ERP systems For CPA that can offer country specific services for countries like USA, UK, Canada, India, Australia and African locations. To make sure that your CPA firm has the best technical support, you can also get in touch with a software development company that can create custom software tools for your needs.

Learn more about “CA Office Automation” Software, Contact us today at 1800 212 2006 or write on inquiry@aequitasindia.com .
“CA Office Automation” is a robust and accessible tool that has carved a niche for itself by offering some superior advantages to CAs and CPAs across the globe to manage their day to day activities. Since its inception, CA Office Automation has helped accountants to consolidate between sensitive documents, tasks, accounting, clients and employees to simplify processes.

We are having more than 3000+ Users including Certified Public Accountants, Chartered Accountants, Company Secretary, Tax Professionals, Tax Consultants & Corporate clients across the globe.

You’ll enjoy increased visibility across task management, Taxation & Advocate Office Management, workflow, resources management and performance – Finally freeing your practice up to allocate more time adding value to your clients. Everything you need to manage and work freely is at your fingertips whether you’re in the office, working remotely or out visiting clients.

When it comes to running of a CPS accounting firm, it is necessary to make use of effective software systems that can simplify the business processes in a meaningful manner. Hence, it is necessary that you invest wisely in getting the software systems that you require for seamless office operations. The latest accounting software systems can manage a wide range of critical functions for the company thereby increasing operational efficiency on multiple levels.

Once you start looking for the perfect software systems to run your accounting firm, you will need to consider the functions for which you will need them. For instance, you can get specialized office management software that can help you to manage all day to day office needs in a systematic manner. These office management software systems can help you to manage daily workloads and cater to the specific needs of the clients as they occur from time to time. Along with this, you can also go for smart work management software systems that can be essentially helpful to you for handling multiple projects at the same time. Work management software can also provide you with all the necessary information that you need to manage details of particular cases.

It is a well-known fact that the strength of any accounting company is the workforce or employees that are a part of the company. Unless you have a proper employee management system in place, you can never attend to the needs of your employees and encourage them to perform well for your company. This can only lead to poor performance of your company. On the other hand, when you have the best employee management software in place, you can check the performance of your employees on a regular basis, keep a track of their attendance and even manage their salaries at the end of the month.

The key to the growth and development of any accounting firm is proper client management. Clients are crucial for the financial growth of your company and so you must have proper software systems in place that can attend to their needs. The client management software systems can help you to book and manage appointments, calculate appointment durations, establish effective online communication with clients and also save all crucial client data in a cloud storage system from where they can be accessed from any computing device.

The other software systems that you can use for the development of your accounting company include large scale document management software systems and ERP systems For CPA that can offer country specific services for countries like USA, UK, Canada, India, Australia and African locations. To make sure that your CPA firm has the best technical support, you can also get in touch with a software development company that can create custom software tools for your needs.

Learn more about “CA Office Automation” Software, Contact us today at 1800 212 2006 or write on inquiry@aequitasindia.com.
  • SET OFFICE ON AUTO MODE

    SET OFFICE ON AUTO MODE

    Integrate all reoccurrence tasks in your daily planner with auto SMS & Email reminder; you will never miss your deadline.

  • DOCUMENT MANAGEMENT

    DOCUMENT
    MANAGEMENT

    Believe in Paperless office, Upload any document with tags (Client, Year, Task, Doc Type) so you never lose that document, & get it from anywhere, anytime.

  • TIME & MARGIN CALCULATION

    TIME & MARGIN CALCULATION

    Get complete margin report for client wise, Service wise & time period wise, will help you to get better expansion decision.

  • CREATE PERFORMANCE CULTURE

    CREATE PERFORMANCE CULTURE

    By proper job assignment & Reporting system, Create standard work flow & take benefits of it.

CAOA Feature Video

Product Feature

  • Reoccurrence task Management

    Reoccurrence task management with very practical edge.

  • Web base application

    Fully web base application, get in touch with work from anywhere

  • Inward & Outward

    Inward & Outward management (With auto alert & Receipt).

  • Client Login Management system

    Give your client separate login.

  • Inbuilt Email & SMS

    Inbuilt Email engine for secure conversation.

  • Physical & Logical file management

    Physical & Logical file management with labeling.

  • Smart accounting

    Smart accounting (Bill, receipt, Petty cash with very advance feature & Auto alert)

  • help & Library

    Employee help & Library module to build self-learning system.

  • Role Management

    Manage hierarchy & employee access by powerful role management.

  • Get report with all aspect

    Get report with all aspect (Time, Client, Employee, Task, Mode)

  • Multi company base billing.

    Generate Bill & Receipt against your different companies.

  • Initial Data transfer

    We provide you Initial Deployment to get better user acceptance.

  • Manage Office Paperless

    Upload any documents and, get it any time by few clicks.

  • Auto Email & SMS Configuration.

    Notify your clients & Aware to your work by Auto Email & SMS Configuration.

  • Data security

    We understands sensitivity of your data so our data security is enabled by latest data encryption and data backup system.

Get in touch now

Call Us at +91 79-40380068, +91 70419 10068