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Benefits

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

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!

Felix K Kimoli,
Director MGI Alekim LLP, Kenya

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.

CPA Pankaj Mankani, Partner RVG Accountants. Dubai, UAE.

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.

CA Manish Chulawala
Mumbai, India.

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 Suresh BJ
Chennai, Tamilnadu.

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 Bhargav Bhatt
Ahmedabad, Gujarat.

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.

Value TAX & Business Consultancy
Udupi, 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!".

NCS & Co.
Mangalore, Karnataka.

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.


Schedule Web Meeting with Product Expert

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.

Blogs


Complete Office Management solution for Chartered Accountant.
3 Things to Keep in Mind While Choosing Software Platform for Your Business

Not long ago, running a successful business was a variable of hiring the right people. As far as you had the right people working in the right positions, your operations would equal clockwork. That started changing as a reality when businesses started seeing the need for comprehensive software solutions to make processes efficient.

      Information Technology 
Complete Office Management solution for CPA.
General scenario and failure chances while applying new technology s/w

Taking the help of software is very crucial to manage all the business processes of any organization. With time, technologies have advanced and adapted new angles to look at problems. Technology advancement helps to reduce the time of the processes, makes it easy, and improves the outcome.

      Information Technology 
Complete Office Management solution for Accounting Firms.
Preparing Accounting Firms Against the COVID-19 Disruption

We hope you and your team are doing well. We are working hard to build tools that will help your business resume at its full capacity of excellence, as soon as the pandemic settles. The visionary operators in the Accounting Services business already knew that the industry was up for disruption.

      CA Office Automation 
Smart Office Management solution for Chartered Accountant.
6 Ways Software Technology can Boost the Development of Your Business

Since its inception, modern software technologies have made a chief impact in the workplace, especially in the field of business. They can change the way you work and revolutionize your organization’s work culture as well. However, these are not the only way in which software programs can benefit your company.

      CA Office Automation 
Smart Office Management solution for CPA.
Change in Work Patterns for Service Industry After COVID-19

In one of our earlier blog posts, we expounded on how professional services firms can harness cloud applications' power to organize their companies amidst the COVID-19 effect. Some firms have a culture of establishing cause and effects. Till they are haven't pinned down the necessary problem, they will not proceed with adapting the right solution.

      Business Growth 
Smart Office Management solution for Accounting Firms.
Current & Future Working Pattern Changes for Accounting Service Providers

Being in the accounting services business has never been easy. Clients expect you to protect their revenues, provide the necessary advisory, and be available for all the financial firefighting. COVID-19 has affected a lot of this in one go. Most accounting firms counted their productivity and the scale of work they could take, on the basis of how many people they employed.

      Work culture 
Advance Office Management solution for Chartered Accountant.
Cloud Initiatives that Can Help Businesses Sail Through COVID-19

Howard Marks, a legendary investor, says in his famous memos – it is nearly impossible to forecast the future accurately; but, you can still prepare for it. The COVID-19 effect has been on the businesses that have been left exposed due to outdated enterprise management infrastructure.

      Information Technology