CA Office Automation


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!

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

CA Office Automation provides Task Management, Document Management, Account Management, Payroll Systems, Employee Management, Client Management, Email/SMS scheduler, etc.

Yes, the mobile app is available for employees as well as clients.

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

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

8000+ users are using our software worldwide.

Yes, CA Office Automation is a cloud-based software.

We give space based on the plan you purchase. You can also buy extra space on our server as required.

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

Yes, it is chargeable 100$. for 2500 SMS

Yes, you can host our software on your server – we call it a white label solution service, where you can install our software on any server you want. You can also use your brand’s logo on all the interfaces.

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, Appoint Management, To-Do Management, Email/SMS scheduler functionality, etc.

Don’t worry; your data is highly secure with us –

  • The CA Office Automation application is SSL secured (256 bits encryption) – SSL is a protocol used for encrypting information over the Internet.
  • We take data security & privacy very seriously.
  • We are using Microsoft azure hosting service.
  • We are also giving NDA (Non-Disclosure Agreement) For your data security.
  • Every customer is important to us. As a policy, we never share customers or information with other members. We promise that your data will NEVER be shared/sold to anyone (except when required for regulatory purposes).
  • We have defined information security policy and data confidentiality as critical aspects.

We have taken service from the best cloud provider like Microsoft with ‘99.9% NETWORK & SERVER UPTIME GUARANTEE’. The service provider had backup servers available if the primary servers were unavailable.

Yes, you can access our demo version to check all the features and functions.

Yes, we have created a video library to help you understand all the software’s features.

The 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. But 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. We will keep you posted on our progress.

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

The 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.

The Terms & Conditions for using CA Office Automation are available on the terms of service page.

Please get in touch with us on our support number or send an email, or you can generate a ticket.

We manage our operations through USA & India offices.

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