In the accounting world, there’s a big emphasis on “working smarter, not harder”. And while that phrase can mean different things to different people, one thing is for sure: automation plays a huge role.
Think about the last time you had to do something manually that you could have easily automated. For most people, the answer is “almost never”. The same goes for accounting firms – there are a lot of processes that can be automated to save time and improve efficiency.
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Accounting firms have been using workflow software and accounting automation software for years to save time and increase efficiency. But the firms that are really leading the pack in terms of efficiency are those that not only use standardized processes and optimize their tech stacks but also make the most of process automation. In this blog post, we will discuss how CA Office Automation (CAOA) users use automation to save hours each week!
The average CPA firm can save up to 2 hours per staff member, each week, through process automation. That may not seem like a lot at first glance but when you consider that the average worker is productive for only 3 hours per day, that’s a significant gain. And that’s just the average! At CAOA, we work with accounting firms of all sizes and have helped them automate everything from their invoicing processes to time tracking. Through our automation software, users can save time on simple tasks so they can focus on more important work
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Here are some ways CAOA is using automation to save you hours each week.
- Automated time tracking and invoicing: CAOA users can track their time automatically and generate invoices with the click of a button. This saves hours each week in billing and invoicing processes.
- Automated expense tracking: CAOA’s expense tracking feature lets users snap a photo of their receipts and have the information automatically entered into their expense report. This saves hours each week in data entry and expenses management.
- Automated client communication: CAOA’s automated client communication feature lets users set up custom email templates and send them out with the click of a button. This saves hours each week in client communication and follow-up.
- Automated task list generator: CAOA’s task list generator automatically creates a to-do list for each user based on their upcoming tasks and deadlines. This saves hours each week in task management and organization.
- Automate recurring work: CAOA’s recurring work feature lets users set up their most common tasks and have them automatically created each week. This saves hours each week in task creation and management.
As you can see, there are many ways that CAOA users use automation to save hours each week. If you’re not using CAOA’s accounting automation software, you’re missing out on a huge opportunity to increase your firm’s efficiency.
Contact us today to learn more about how we can help you automate your accounting processes!
CA 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!”.
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.
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…
CAOA 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.
For 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.
CA 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.
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.
Hearty 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!