Welcome to our Individual/SE Services page
Empowering freelancers, consultants, and solopreneurs with the tools, guidance, and support to grow confidently.
At CA Office Automation, we understand the unique needs and challenges faced by individuals and self-employed professionals. We are here to provide you with a range of tailored services designed to support your personal and professional growth.
We offer a variety of services specifically designed to cater to the needs of individuals and self-employed (SE) professionals. Whether you are a freelancer, consultant, solopreneur, or small business owner, our services are crafted to help you navigate the complexities of managing your personal and professional life effectively.
From strategic planning to brand building — our services are designed around your unique professional journey.
Let us be your trusted partner in your personal and professional journey. Contact us today to learn more about how our Individual/SE Services can benefit you.
What solo practitioners and self-employed professionals ask before using CAOA.
Yes. CAOA's individual plan is designed specifically for sole practitioners — CAs, CPAs, chartered accountants, tax consultants, and bookkeepers operating independently. The plan scales from a single user and can be expanded as you hire staff. You get the same core modules as larger firms — task management, client management, document management, and billing — at a price point sized for a one-person operation. There is no minimum client count or engagement volume requirement.
Solo practitioners get the full Client Management module: 360° client profiles with PAN, GST, and contact details; document request checklists and the client portal for secure file exchange; task tracking per client; communication logs; and invoice generation. The mobile app lets you manage client requests and update task status from anywhere. For practitioners who travel to client sites, this means you always have up-to-date information in your pocket without relying on paper files or email threads.
Yes. CAOA's task management supports recurring tasks, so you set up compliance deadlines — GST returns, TDS filings, advance tax, ITR submissions, MCA filings — once per client and CAOA creates the tasks automatically each cycle. You receive reminders before each deadline and can log completion directly from the task. If you manage 50 clients with 5-10 compliance items each, CAOA's automated deadline calendar replaces spreadsheets and sticky notes entirely.
CAOA offers a single-user plan for individual practitioners at a competitive monthly or annual subscription rate. Annual billing provides a discount over monthly billing. The plan includes the full core module set, 5 GB of secure document storage, mobile app access for iOS and Android, and standard email support. You can view specific pricing on the CAOA SaaS Pricing page or request a personalised quote if your requirements include custom features or additional storage.
Yes. CAOA plans are user-based and fully scalable. When you hire your first staff member, you add a user licence to your plan — no migration, no data loss, no platform change. The new user gets their own login with the role permissions you set. As your team grows from 1 to 5 to 20 users, CAOA grows with you. All historical data, client records, documents, and task history remain intact and accessible to your expanded team.