Task Management for Accountants
Automate your task management workflow — learn how to create, assign, track and complete tasks efficiently across your entire CPA firm.
Master accounting practice management software for CPA and CA firms — covering task management, document management, billing and remote collaboration. Unlock the full potential of CAOA and elevate your firm to new heights.
Developed by the CAOA Training Team · · Aligned with ICAI & IFAC standards · About us
Welcome to the CA Office Automation Academy — your destination for mastering accounting practice management software built for CPA and CA firms. Gain skills in task management for accountants, document management software for accounting firms, and billing — aligned with AICPA-CIMA professional standards.
Trusted by 12,000+ accounting firms across 8+ countries — see how firms use CAOA. Listed on Capterra and GetApp.
By successfully completing the Certification program, you will acquire a comprehensive understanding of the inner workings of CAOA and how it can transform your work processes. This course is specifically tailored for users with "admin" permissions in their account, granting them full access to all the features and functionalities covered in the course.
If you hold a different user access level, it is recommended to consult with your manager for learning modules that would better suit your requirements.
Video Training
Step-by-step video tutorials for every module
Certification
Earn a verified certificate upon completion
Admin Access
Full feature access for admin-level users
Explore each accounting practice management module through focused video training. Learn at your own pace and master every feature of CAOA.
Automate your task management workflow — learn how to create, assign, track and complete tasks efficiently across your entire CPA firm.
Go paperless — learn how to store, organise, share and retrieve documents securely in the cloud with CAOA's document management software.
Track every financial activity for multiple clients — billing, invoicing, ledgers and real-time reporting with CAOA's account management module.