Account Management Software for Accounting Firms
Manage Your Firm Smartly With Amazingly Simple & Fast Solutions
Manage & track every financial activity for multiple clients. Generate automated financial reports and collect online payment against invoices in multiple currencies through an integrated payment gateway.
Why Account Management Tool
Is Important?
Accounting service is about bringing in a great client experience, the relationship you build with your clients brings consistent loyalty. The whole purpose of CAOA’s account management tool is to define & nurture value-added relationships between you, your business, and your clients. With the CAOA account management module you can manage all client’s information on a single dashboard which includes viewing individual details such as ongoing projects or deals accepted in the history of accounts. It helps you keep track of project progress by viewing their status and motivating your sales team to close deals faster. It proactively sends status updates to the clients via SMS/Emails.
Multiple Accounts
Multiple client accounts & company-wise invoice management
Track Transactions
Keep track of client transactions, invoices, and payment receipt
Multiple Currencies
Collect online payment against invoices in multiple currencies
Client Ledger
View and send client ledger with single click process
Manage a 360-Degree View of Your Client’s Account
Invoices
See, take printouts, and notify clients about the pending invoices
Payment Receipts
Create a receipt against an invoice and sent it to the client
Pending Invoices
Pending invoice list gives you the details of pending invoices
Margin Information
Get to know about the estimated cost of a particular task
Patty Cash
Manage and record daily expenses and deposits of multiple clients
Performa Invoices
Generate tax invoices of any services you provide to the client
Client Ledger
Generate client ledger with all transaction details of any client
Reimbursements
Add reimbursement against services directly to the invoices
Transactions
Manage multiple client transactions win multiple currencies
Client Testimonials
Felix K Kimoli
Director MGI Alekim LLP, KenyaHearty 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!
CPA Pankaj Mankani
Partner RVG Accountants. Dubai, UAE.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.
Baker Tilly HEM LLP ,Manjit Kothari
Kampala, UgandaCA office automation allows us to easily manage workflow throughout the organization while increasing accountability and security measures. They also provided excellent training on how to get the most from our system.
CPA Simon Cheung (Director, CPA Global)
HongkongFor 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.
BRIDGE ROBIN & JOHN LIU LLP
Hong KongCAOA 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.
CA Bhargav Bhatt
Ahmedabad, Gujarat.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…
CA Manish Chulawala
Mumbai, India.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.
NCS & Co.
Mangalore, KarnatakaCA 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!".
