Setup Your Firm For Future Success

Ensure Restful Transition To CAOA

Get Your Firm Started In Just 30 Days Or Less.



Support Packages

Access to complete onboarding process

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E-commerce for CPA

Sell services and manage web presence

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White label Solution

Customize CAOA with personal branding

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7 Stepsfor Seamless Adoption Process

1. Bulk Data Transfer

Data Sheet Preparation.
Irrespective of Service Package, Our Team will Upload Employee, Client, Group, Country, State, City, Department, Task, Sub-Task/ Checklist, File Location & Label and Document Name Master Data in Bulk.

2. Master Data Fill Up

Applicaton Engineered for Your Firm’s Needs, By filling the Company and Multi-Company Master, Tax Master, Role Creation System, Payment API setup, Ecommerce Integration, Conveyance Setup & Other Integration.

3. Configuration & Setup

Based on Your Preferences, Financial Year, Role, Hierarchy, SMTP, Auto Email/SMS Notification, Mobile App, Field Master & Other Modules are Set Up.

4. Work Allocation & Other Process

Task Applicability, Task allocation, Invoice & Currency setup, Document Tracking, Account Ledger, Conveyance, Email/SMS Scheduler, and Other Work Processes are Set Up.

5. Live Data Training

Comprehensive Role & Module-Based Training for All Users. We Maintain Realistic Datasets to Give You the Most Applicable Training and Guidance for Better Results.

6. Payroll Setup & Training

‘Setup to Execution’ Training Provided to all Concerned Members.

7. Go Live Preparation & Counselling

Admin Interactions and Counselling for Frictionless Adoption.

Add On Services

Purchase extra user from the customer login. Price would be as per purchase plan & agreement

You can purchase extra space for your CAOA Software from the customer login.

You can purchase additional SMSes for your CAOA Software from the customer login.