banner

Setup Your Firm For Future Success

Ensure Restful Transition To CAOA

Get Your Firm Started In Just 30 Days Or Less.

SERVICE PACKAGES

fancybox

Support Packages

Access to complete onboarding process

Read More
fancybox

E-commerce for CPA

Sell services and manage web presence

Read More
fancybox

White label Solution

Customize CAOA with personal branding

Read More

CAOA FOLLOWS
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.