Like the transition from abacus to the calculator, the accounting industry has been eagerly embracing the changing technology, making their lives easier. One such technology is Automation. The key stakeholders in the accounting industry have realized that automation is simply the next step in accounting evolution. Automation in accounting has opened the door to a better reality, yet there is so much more to be discovered, understood, adapted, and applied.
Here’s how bringing the right automated solutions into your accounting firm can prepare you and your team for your future success.
Automation is fast
Let’s face it: Automation technology cannot replace human thoughts and will always require human assistance to verify the information. But when it comes to sheer data validation or other basic data entry inputs, automation works much faster than trying to accomplish on your own.
Automation is more accurate
Transposing a couple of numbers or missing a decimal are some of the simplest mistakes we humans tend to make despite looking at it repeatedly. Whereas, high-quality automation will not only spot these errors in seconds but will also correct the mistakes and will adapt the structure for future processes. With automation, your firm can promise your clients that extra level of accuracy.
Automation can reduce burnout
These days burnout isn’t uncommon. It exists very much in every profession. Staring at the same numbers all the time can even make experienced accountants tired. This burnout is then reflected in their work lives as well as personal lives. By offloading manual and repetitive tasks, not only can accountants do more for your clients, but the decreased mental load can help them feel sharper and focus on high-level quality tasks.
Automation is more secure
Accounting firms tend to deal with a lot of confidential data. With a lot of human intervention in the accounting processes, there are possibilities that an employee may manhandle any data or misuse it against the clients. But when automation is incorporated in accounting processes, manual intervention decreases, and thus the data becomes more secure.
Automation provides easy access
Accounting when done manually, involves lengthy manual ledgers. These records pile up with time making it difficult to access a particular record in case of urgency. Through automation, these records can be very well organized making them easier and handier to access.
The world has reached a point where, as a business, if you are not continuously innovating to stay updated with technology, you will start losing business, and all your clients will slowly switch to your competitors who have adopted the best practices. Accounting practice automation is no different. All the big CA, CPA, and finance corporations have started to see their value and are soaring high on productivity and profits. As a business manager or strategist, now, you decide to take this bold move!
Not sure where to start from? Click here to watch a detailed demonstration video of CA Office Automation Software and see how easy it can be to automate your accounting firm in a few simple steps.
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!