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Video Tutorials

Get to Know the Real-Use of CAOA Software with Real-Scenario Resembling Video Demonstration of All the Modules. Once You’ve seen It, You Will Get CAOA Software’s Credentials.

In-depth Dive To CAOA Modules & Features

  • Mobile application for employee & client.
  • Web based application can adjust with any screen size.
  • Blazing fast platform running on latest Microsoft Azure cloud platform.
  • API to control data from other systems.
  • Smart notification system across application.
  • Unique auto Email/SMS rule setup facility for company.
  • Daily Office summary reports for Admin.
  • Complete payroll management system with one click salary process facility.
  • Manage rules for leave, OT, Late coming, early going, Loan.
  • Role, Rights & Hierarchy to manage employee effectively.
  • Multi-currency wise account management.
  • Online payment gateway integration facility.
  • Time to time updation with user suggestions and advance technology.
  • Self-help support system with video & other materials.
  • Initially we handle deployment, data transfer, Configuration & training to all staff.
  • Initially for 15 days we assign dedicated product expert for better user acceptance.
  • We always a call away for help from any CAOA User.
  • Task auto recurrence and auto assignment process.
  • Sub task and department wise task management and allocation process.
  • Get task reports with all aspect.
  • Get many auto reports to Admin, Client & Work employee like on Start, Completion, Cancel or Due date related.
  • Manage Efforts, Costing and Margin for Service, Client and Employee wise.
  • Task history at one place.
  • Efficiently manage tasks/activities.
  • Transfer task facilities between employees.
  • Admin Task approval/Rejection system with easy process and notification.
  • Due Task and Sub task tracking system.
  • Help Module is also available for task and sub task.
  • You can manage office paperless with advance document management system.
  • Get any document by few click for Employee or Client.
  • Physical and Soft document management with Document tagging & File labeling.
  • Complete Inward & Outward management (With auto alert & Receipt) is also available.
  • Share Documents with your Clients in client login.
  • Find all documents for any particular task or client at one place.
  • Save all documents in digital format for each client.
  • You can set document tracking system for particular task of any client and also send notification for pending documents by one click.
  • All documents are safe with latest security system & there is not any chance to lose those data.
  • Send reminder Email/SMS to Client or group of clients from the application with single click.
  • Create Invoice with multy currency option.
  • Multy Company wise Invoice management.
  • Automatic reminders emails to client help to get paid faster.
  • You can also manage Invoice process by Proforma Invoice & payment Receipt option.
  • You can also manage reimbursement against client services.
  • You can get report of margin with expected and actual costing.
  • You can also manage day to day expences of your firm through patty cash management.
  • Client ledger with single click process.
  • Many Billing and Collection Reports with multiple search criteria.
  • Group wise client login management
  • Client database management with Client documents.
  • Manage clients by many tagging and on services base.
  • Easy to communicate with group of clients.
  • Client Multiple Contact Management.
  • Visitor register management.
  • Employee database management with employee documents.
  • Employee Role and Hierarchy management.
  • Track Employee login detail with Login IP Address.
  • Employee attendance management.
  • Detailed Timesheet to know the Employee time utilisation.
  • Get Each Employee’s Work report for particular work or time period.
  • Internal Email facility to communicate with other employee or client.
  • Employee Conveyance management.
  • Employee attendance management.
  • Complete payroll management, Can create salary structure on CTC or Monthly base.
  • Employee Leave Management with different leave type and on monthly or yearly basis.
  • Employee Late coming, Early going, Leave pass policy management.
  • Employee Advance/Loan management
  • Holiday & Offday management
  • One click salary calculation facility with salary slip and auto notification system.
  • Can activate online payment by providing basic documents of your company to Payment Gateway company.
  • Client can directly pay his/her invoices from CAOA client login or followed by link given in Invoice.
  • Manage Appointment with Auto SMS & email Notification. Can manage appointment for self or for belowed team person. And get summary report on compition.
  • Manage To-Do with Auto SMS & email Notification. Can manage To-Do for self or for belowed team person. And get summary report on compition.
  • Manage Event management with Auto SMS & email Notification.
  • Set rules for auto Emai/SMS for particular date and time or event related to task, client & Invoice.
  • You can set rules like particular Email should fire on start of particular task, or Email should fire after 10 days of Invoice creation.
  • You can set frequency for Auto Email/SMS for particular time period like, Reminder Email should fire daily, from before 5 days of duedate untill completion of particular services.
  • Mobile Application with same features available on web applicaton for Employee & Client.
  • Easy way to get updated and to communicate with team.
  • Get Important Push Notification on user mobile screen with managable option.
  • CA Office Automation is cloud base solution, So you can access CAOA software from anywhere and anytime by using internet with advance security.
  • CA Office Automation helps to manage things effectively and on time by its cloud base solution.
  • Our Cloud Hosting partner is Microsoft Azure. We run our client’s application on advance VPS with separate Database management.
  • There are more than 80 types of auto Email & SMS available in CAOA software like on starting of new task, on creation of new invoice, on generating new inward etc…
  • Can manage rules for auto Email/SMS Notification
  • Manage Users access right by Powerful role management. Provide Relevant access to your Employees/User.
  • You can set hierarchy for reporting purpose.
  • Define Roles & Rules for your Firm & Set Access Level for each Role.
  • Company wise, Department wise, service wise margin Reports or Comparision reports with actual & expacted costing.
  • Client-wise Reports with all aspact.
  • Employee-wise timesheet & attendance Reports.
  • Task & Sub task wise wise Reports.
  • Document tracking & Inward Outward related Reports User Log reports.
  • Get any data or reports in Excel or PDF.
  • We are always a call away from any CAOA User.
  • Get Video Help tutorial for better unnderstanding.
  • Online Help of CAOA is available with full description and with video tutorials.
  • Offline Help of CAOA is also available with full description and with screenshot of all pages you can download it.
  • Online ticket system is also available to solve the problem of client.