About Our Company

Manage Your
Accounting Firm
Smarter.

Manage your workflow process, team, tasks, planning, clients, & communication in one place — powered by a decade of accounting automation expertise.

Schedule a Demo Learn More
12,000+
Accounting Firms Worldwide
5000+
App Integrations
15+
Years of Experience
8+
Integrated Modules
Automate Your Accounting? Let's Get Started

Why Choose CA Office Automation Software?

CA Office Automation (CAOA) is a next-generation ERP software for CPA, CA, and Accounting Firms. We power accounting service providers to deliver incomparable services with our Accounting Practice Management Software as a Service (SaaS) product.

Maximum control on your
workflow from a single dashboard

Our Smart CAOA software helps your accounting firm get maximum control on your workflow systems with tracking, automation, email, and tons of other features to help you manage your work, employees, clients, billing, payment, and payroll.

Manage communication, documents, meetings, follow-ups, due dates & many other processes under a single dashboard — delivered on a blazing fast web platform & a mobile application.

Get Started Today
Task Management
Client Management
Account Management
Document Management
Employee Management
Payroll Management
Auto Reports
Mobile App
Simplify Business Accounting

Our Commitment and Core Values

Accountability
We own every outcome — taking full responsibility for the quality, reliability, and impact of everything we deliver.
Be Transparent
Honesty and openness guide every interaction — from our pricing and processes to how we communicate progress.
Calculated Decisions
Every feature and strategy is backed by data and deep industry insight — we never compromise on making the right choice.
Challenge Mediocrity
We relentlessly push boundaries — always raising the bar, innovating solutions, and refusing to settle for anything less.
CA Office Automation (CAOA)

Who We Are.
About Our Story

We are a bunch of tech geeks trying to make a difference in accounting-related services. We have developed an effective and advanced SaaS-based product that helps the accounting service provider to ease their workflow and manage their tasks using Perfect Accounting Practice Management Software.

We wake up every day to add value to our client's workflow process so that they can deliver their best to their clients as well.

In the process of empowering accounting firms worldwide, we have dived into the accounting business process of all geographies and have understood the objectives of business work-processes, key challenges, and constraints faced by CPA & Accounting Services firms around the world.

It took us over fifteen years of endless efforts, support from stop-line accounting professionals, hundreds of updates from industry experts, and countless feedback cycle executions to make single-stop solutions that includes everything that your accounting firm is looking for.

15 + Years
of endless efforts & innovation in accounting automation
Dedicated Product Advisor
For new purchases, we provide a dedicated Product Advisor for 15 days to help you execute standard deployment & training procedures.
Dedicated On-time Support Team
Our support team is always available for all CAOA users. We have different service plans for frictionless integration. Learn More about Service plans & Support Procedures →
Global Reach, Local Understanding
We have dived into the accounting business processes of all geographies — understanding objectives, key challenges, and constraints faced by CPA & Accounting firms worldwide.
Enterprise-Grade Infrastructure
Hosted on Microsoft Azure with 99.9% uptime SLA. SSL 256-bit encryption and NDA for every client ensures your data is always safe and private.
What Our Clients Say

Trusted by Accounting Leaders Worldwide

"

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!

FK
Felix K Kimoli
MGI Alekim LLP, Kenya
"

For the last few months we are using CAOA's White Label solution under Hongkong Government affiliate program, which has allowed me to make some personalization to their software. They have a very good support team that will work on your White label account and within a short span of time, you'll be up and running. The user experience & security solutions of this software are in the major spotlight. I'm very much satisfied with their White label service and recommend it to other accounting professionals.

SS
CPA Simon Cheung (Director, CPA Global)
Hongkong
"

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.

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

"CA Office Automation (CAOA) has transformed how we manage our accounting operations. Their innovative approach and strong support for AI feature development have streamlined complex workflows efficiently CAOA is more than a software provider – they're a true innovation partner for firms adopting AI-driven automation."

BG
Baker Tilly Hem LLP (Baker Tally Group)
Kampala, Uganda
"

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.

BJ
BRIDGE ROBIN & JOHN LIU LLP
Hong Kong
"

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…

BB
CA Bhargav Bhatt
Ahmedabad, Gujarat.
"

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.

MC
CA Manish Chulawala
Mumbai, India.
"

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!

JO
NCS & Co.
Mangalore, Karnataka
Insights & Updates

Latest from Our Blog

Stay updated with the latest in AI, accounting automation, and practice management.

AI Security AI Security
May 2026 6 min read

The Governance of Intelligence: Protecting Sensitive Financial Data in the Agentic Era

As AI becomes deeply embedded in accounting workflows, trust has become the new professional currency. Discover how strong governance frameworks protect your sensitive financial data and build lasting client confidence.

Read Article
Agentic AI Agentic AI
Apr 20, 2026 5 min read

From Assistant to Agent: Designing Your First Autonomous Accounting Workflow

By 2026, AI has evolved from a support tool to autonomous agents that initiate actions, monitor workflows, and execute tasks independently — enabling accounting firms to operate at a whole new level of efficiency.

Read Article
AI Automation AI Automation
Mar 11, 2025 7 min read

Role of AI in Accountancy: How AI is Revolutionizing Automation in the Accounting Field

Artificial Intelligence is transforming the accounting profession by automating repetitive tasks, providing deep financial insights, and empowering professionals to work smarter and more efficiently than ever before.

Read Article
View All Blogs →