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One Platform To Manage

Your Accounting Firm

Get organized, Save time, reduce frustration with
CAOA’s Advance Practice Management Modules

Create a Connected Client Experience With
Advanced Practice Management Modules

Task Management Module

SINGLE SOLUTION TO PRIORITIZE YOUR TASKS

Track your tasks from beginning to end, assign subtasks to teammates, and set deadlines to make sure your projects never miss the deadline.

 

Let’s empower our teams to work more productively and efficiently.

Document Management Module

MANAGE EVERYTHING WITH A PAPERLESS OFFICE SYSTEM

Make your work clear and concise, allow your team to have easy & flexible document transfer & allocation using a single interface and central client document repository with secure login.

 

Boost your team’s performance with a task-based easy document tracking system

Account Management Module

MANAGE EVERY ACCOUNT WITH SMARTNESS

Keep track of multiple clients and their transactions. Experience effective account management, multi-currency payment, reimbursement & expense, conveyance & reimbursement and what not.

 

Access 360-degree view of an account

Client Management Module

MANAGE, AND TRACK CLIENT’S INFORMATION ON YOUR MOBILE

Keep track of multiple clients and their transactions. Experience effective account management, multi-currency payment, reimbursement & expense, conveyance & reimbursement and what not.

 

Collaborate & View Real-Time Client Activity & Create a Connected Client Experience.

Payroll Management Module

FULL-SERVICE PAYROLL SOFTWARE FOR ACCOUNTANTS

Reward your employees with fast, accurate and efficient payroll processing. Utilize a collection of predefined or customizable process to enables error-free automation of your payroll process.

 

Get rid of that annoying month ends.

Employee Management Module

EFFORTLESSLY MANAGE YOUR EMPLOYEES, WHETHER 1 OR 1,000.

Manage and automate your employee timesheet and reporting operations from single place. Let the software ease down your employee onboarding to offboarding process,and everything in between.

 

Engaged employees are excited, enthusiastic and strongly committed to your firm

What Other Modules You an Access with CAOA Software

Online Payment Facility

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Calendar Control

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Email SMS Scheduler

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Mobile App

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Cloud Solution

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Auto Email

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Role Based Access

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Help Desk

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