Document Management Software for Accounting Firms
Manage Paperless Documentation with Latest Security & Encryption Protocols
Track every inward/outward documents and make it available to clients in just a few clicks. Allow your team to have easy & flexible document transfer & central client document repository on a secure server.
Why Document Management Tool
A document management system can drastically improve the workflow of an accounting firm. It eliminates paper dependency, by making documentation and records easily accessible on a secure web server. It allows team members to automatically create an electronic audit trail that will keep documents accurate and in compliance with industry standards. Team members have control over every step of key processes. It will be easy for accountants to set defined workflows into daily processes so routine procedures become simple tasks! Implementing a document management system can do wonders for the productivity of accounting firms.
Easy To Use
A simple, secure, & user-friendly document listing system
Inward and outward documents and keep updated records
Save documents on a server with the latest security and encryption
Track the documents of your client for a particular service
Automate Redundant Document Processes to Save Time & Information
Define names & tags for all the documents you handle in the office
Define a location of the physical file kept in the office and mark its usage
Assign a label to the files which are kept at a particular location in the office
Add details of inward file such as date, type, inward mode, and group name
Perform outward for a client, department, employee, or other people.
Send multiple Emails / SMS to a group of clients in just one click
Manually add a document without inward and verification process
Filters and see documents of your choice, and export them to an excel file
Track the documents of your client for a particular service (Task)
Value TAX & Business ConsultancyUdupi, Karnataka.
CAOA software will be very helpful to those Professionals who want to scaleup their business to the next level. Literally, It Saves Time, Energy & Build Strong relationship with Clients. Had a great experience with CAOA.
CA Bhargav BhattAhmedabad, Gujarat.
Being a CA/CS/Accounting firm, we must keep tracks of the scheduling of recurring jobs, database management of clients through their profiles, allotting tasks to the team by dividing them into sub-tasks and that too by keeping the whole team in the loop for a status of tasks, alerting clients through SMS/Emails, managing Documents into various categories like Master/Working, etc, managing costing of work, Invoices/Receipts Management (without Late or Missing Invoicing!), appointment scheduling, File labeling with locations, keeping pace with technology by using Cloud, Sharing of Job Status, Billing/Receipts with clients, and many more…
CA Suresh BJChennai, Tamilnadu.
I really appreciate the fact that someone has put time into simplifying our work. Also, the software’s notification system is great for client-experience. I personally feel that every CA Office should have CAOA.
CA Manish ChulawalaMumbai, India.
I am happy that somebody has taken pain to understand our business process and given such a good application. Our client feels they are dealing with a world-class service provider. This is the best solution for all our requirements.
NCS & Co.Mangalore, Karnataka
CA Office Automation is one of the wonderful concepts designed by the Team Aequitas Infotech for Practicing Professionals like CA, CPA & Tax Consultants. We have been using it for the past 4 years, it's been the most effective tool in digitizing and automating the work process of the firm. They have been very responsive every time we reached out with any query, and we are delighted with their services. We will definitely recommend them. Thanks for the Great work!".
Felix K KimoliDirector MGI Alekim LLP, Kenya
Hearty congratulations to the team at CA Office Automation for an excellent job! We've been trying to put together a functional Office Automation system for the last three years. I am happy to say we finally hired the team at CA Office Automation, and they've worked closely with us throughout the process, staying on task, on target, and on budget. I also appreciate their quick and courteous responses. I highly recommend their service!
CPA Pankaj MankaniPartner RVG Accountants. Dubai, UAE.
We thank the CAOA team for the wonderful job they are doing in helping us develop our internal control system by implementing the CAOA Platform. Everyone has been professional, excellent and hard-working across all our interactions with the team. Thanks to them, we were able to achieve our goal on time, and we look forward to continuing working with them in the future.