!DOCTYPE html> FAQ's - CA Office Automation
FAQ's

Frequently Asked
Questions

Our team is always there during your transition to CAOA, but in case you want more hands-on comprehensive training, implementation, and customized support, check out the options below!

20+ Questions Answered 24/7 Support Available 35,000+ Users Supported
General 5 questions

It is an intelligent ERP software for CPAs & accounting firms that can do wonders with automation. It is one-stop accounting practice management software that will empower your firm, team, and clients at the same time.

It allows you to streamline your practice processes and work together quickly and efficiently at every step of your accounting process.

CA Office Automation offers specific tools to communicate effectively, track your time, and provide an ideal client experience to retain clients and expand.

It also provides real-time statistical data to the accountants, which helps them increase their productivity and provide better service to clients. Most importantly, it reduces human errors by automating accounting practice management tasks.

CAOA has many modules to manage your work effectively.

Using CA Office Automation Software can manage your office's day-to-day activity and put your office in automation mode. The software features/modules are:

  • Task Management
  • Document Management
  • Employee Management
  • Client Management
  • Account Management
  • Auto Email & SMS Management
  • Conveyance Management
  • Payroll Management
  • Appointment Management
  • To-Do Management
  • Email/SMS Scheduler functionality

Over 12,000 Accounting Firms and 40,000+ Professionals worldwide have already experienced the benefits of CA Office Automation Software.

Yes, CA Office Automation is a cloud-based software hosted on Microsoft Azure, ensuring high availability, security, and performance for all users.

We manage our operations through USA & India offices.

Features & Modules 4 questions

CA Office Automation provides a comprehensive suite of modules:

  • Task Management
  • Document Management
  • Account Management
  • Payroll Systems
  • Employee Management
  • Client Management
  • Email/SMS Scheduler

Yes, the mobile app is available for both employees and clients.

You can use our Android as well as the iOS application.

Yes, we have created a video library to help you understand all the software's features. These tutorials cover everything from basic setup to advanced module usage.

Yes, you can access our demo version to check all the features and functions of CA Office Automation before making a purchase decision.

Pricing & Plans 5 questions

The cost for CA Office Automation depends on the number of users you select. You can find the detailed user-based costing on our pricing page.

We give space based on the plan you purchase. You can also buy extra space on our server as required to meet your growing storage needs.

You would be charged $100/year for an additional 5GB of storage space on our server.

Yes, SMS is chargeable. The pricing is $100 for 2,500 SMS.

Yes, you can host our software on your own server — we call it our White Label Solution service. You can install our software on any server you want and use your own brand's logo on all the interfaces.

Security & Uptime 2 questions

Don't worry — your data is highly secure with us:

  • The CA Office Automation application is SSL secured (256-bit encryption) — SSL is a protocol used for encrypting information over the Internet.
  • We take data security & privacy very seriously.
  • We use Microsoft Azure hosting service.
  • We provide an NDA (Non-Disclosure Agreement) for your data security.
  • As a policy, we never share customer information with other members. Your data will NEVER be shared or sold to anyone (except when required for regulatory purposes).
  • We have defined information security policy and data confidentiality as critical aspects of our operations.

We have taken service from the best cloud provider — Microsoft Azure — with a 99.9% Network & Server Uptime Guarantee. The service provider has backup servers available if the primary servers are ever unavailable, ensuring minimal disruption to your operations.

Support & Training 6 questions

CA Office Automation is easy-to-use software. Our video library helps you understand the various functions of our software. If you have any questions, please feel free to contact our support team and they will help you.

Our technical team is constantly active to make your experience error-free. In case you find a problem with the software, you can ask the support team to resolve the issue. The support team will put all effort into fixing the situation at the earliest and will keep you posted on the progress.

Our Support team is available at your service from 10:30 AM to 7:00 PM. Feel free to contact us if you have any doubt or queries. They can help you out with almost all questions.

The Terms & Conditions for using CA Office Automation are available on our Terms of Service page.

Please get in touch with us via:

Our team is always there during your transition to CAOA. If you need more hands-on comprehensive training, implementation, and customized support, feel free to reach out:

Need help for Your Accounting Firm? Contact us today

Our support team is always available. Need help? Email us on support@caofficeautomation.com or generate a support ticket.