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CAOA Certification

CAOA Certification —
Accounting Practice Management Software Training

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

Certified Training Video Modules Admin & Team Ready

Welcome to the CAOA Academy — Practice Management Software Training for Accounting Firms

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.

Certification Program

About the CAOA Practice Management Software Certification Program

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

Practice Management Software Modules — Task, Document & Account Management for Accountants

Explore each accounting practice management module through focused video training. Learn at your own pace and master every feature of CAOA.

Module 01 Task Management for Accountants — CAOA accounting practice management software training module

Task Management for Accountants

Automate your task management workflow — learn how to create, assign, track and complete tasks efficiently across your entire CPA firm.

Module 02 Document Management Software for Accounting Firms — CAOA practice management training module for paperless CPA offices

Document Management Software for Accounting Firms

Go paperless — learn how to store, organise, share and retrieve documents securely in the cloud with CAOA's document management software.

Module 03 Account Management and Billing for CPA Firms — CAOA accounting practice management software training module

Account Management & Billing for CPA Firms

Track every financial activity for multiple clients — billing, invoicing, ledgers and real-time reporting with CAOA's account management module.

Get Certified Today

Ready to Master
CA Office Automation?

Unlock the full potential of CAOA and elevate your accounting firm to new heights. Start with our certification program today.