Enroll in CAOA Accounting Software Certification | CA Office Automation
CAOA Academy

Enroll in CAOA
Accounting Software Certification

Get certified in CAOA practice management software — a free, self-paced online program covering Task Management, Document Management, Client Management, and more. Designed for CPA and accounting firm administrators.

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Welcome

About the CAOA Advisor Certification Program

The CAOA Advisor Academy offers a free, self-paced online certification for CPA and accounting firm administrators. Once your firm is set up on CAOA practice management software, an admin-level team member can enroll and get certified across all modules — Task Management, Document Management, Client Management, Employee Management, Payroll, Account Management, and Billing.

Certification is online and permission-based — no physical visit or academic transcript required. Follow the five steps below to begin your enrollment.

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Enrollment Process

How to Enroll in CAOA
Accounting Software Certification

Follow these five steps to enroll your accounting firm in the CAOA Advisor certification program and start training your team.

Explore the CAOA Certification Program
Review the CAOA Advisor Academy to understand what the certification covers — Task Management, Document Management, Client Management, Employee Management, Payroll, Account Management, and Billing. The program is self-paced, fully online, and free for accounting firms using CAOA practice management software.
Confirm Your Admin Access
CAOA certification is available to admin-level users at accounting firms already set up on CAOA software. Before applying, confirm that your firm has an active CAOA account and that you hold admin permissions. No academic qualifications or prior certifications are required — only active software access.
Contact Our Enrollment Team
Reach out to our enrollment team by email at partner@caofficeautomation.com to express your interest. They will verify your firm's account, confirm admin eligibility, answer any questions, and walk you through the next steps — typically responded to within one business day.
Submit Your Enrollment Details
Once confirmed, our team will send you a short enrollment form. Provide your firm name, your admin account email, and the module tracks you want to certify in. No transcripts or recommendation letters are needed — just your CAOA account details and the names of the team members enrolling.
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Get Certified & Start Training
Once enrolled, your team gains access to the self-paced CAOA certification track. Complete module-by-module training within the software, pass the knowledge checks, and earn your CAOA Advisor certificate. Most firms complete the core certification in under 5 hours. Learn more about what the certification covers.
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Begin Your Journey

Start Your CAOA Accounting
Software Training Today

Join 200+ accounting firms that have certified their admin teams on CAOA practice management software. Free enrollment — no academic prerequisites, fully online, self-paced.

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