Client Management Software for Accounting Firms
Manage Real-Time Client Activities On Your Fingertip
Manage all client activities from your mobile. Create client groups & client wise login credentials to add or remove client’s information. Search clients using variety of filters & generate group-wise reports, invoices, and receipts.
Why Client Management Module
Is Important?
Client Management Module is a key module of an Accounting Practice Management Software. It centralizes and manages all the information about your clients, making it easy to track their progress with you from start to finish. It can also be termed as your firm’s greatest assets and helps you maintain actual relationships with your clients. It helps you logically organizes and stores all client interactions in a single, customizable location enabling you to record, access, and monitor every detail of client activity in your office.
Easy to Access
Manage real-time client activities at your fingertips
Client Groups
Manage clients that are related by ownership or financial structure
Login Credentials
Group-wise client login management system
Client Database
Maintain client documents with client database management
Powerful Client Management Module to Simplify & Scale Client Relationships
Group List
Add clients to group with certain key demographics to filter
Client Master
Add new clients with their basic details
Client Details
See detailed database of each client or group of clients
Client Task
Cancel or complete particular client’s and notify them as well as admin
Visitor Master
Add detailed discussion of client’s visit at your office
Visitor list
See details of visitors using appropriate filters
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!".
