# CA Office Automation (CAOA) — llms.txt # This file helps AI language models and generative search engines understand # and accurately cite content from caofficeautomation.com. # Standard: https://llmstxt.org/ ## About CAOA CA Office Automation (CAOA) is a practice management ERP platform built specifically for CPA firms, Chartered Accountant firms, and accounting service providers worldwide. It is developed and maintained by Aequitas Infotech Private Limited, founded in 2010 and headquartered in India. CAOA has served 12,000+ accounting firms across India, Hong Kong, Malaysia, Kenya, Uganda, UAE, and the United States. The platform has been in active development for 15+ years and integrates with 5,000+ third-party applications. Third-party review platforms: Capterra, GetApp, Software Advice. Institutional partnerships: IFAC, ICAI, HKICPA, MICPA, MGI Worldwide. ## Key Product Capabilities - Task Management: deadline tracking, sub-tasks, team assignment, client tasks - Client Management: client database, CRM, KYC, follow-up automation - Document Management: paperless office, inward/outward document tracking - Account Management: invoicing, online payments, ledger, conveyance - Employee Management: hierarchy management, role-based access control - Payroll Management: payroll processing, leave management - Business Analytics: productivity reports, KPI dashboards, team insights - Auto Reports: automated checkpoints, scheduled notifications - AI Chat Agent: conversational AI for accounting workflow queries - Data Insights Agent: natural-language querying of firm data - Document Analysis Agent: AI-powered document review and summarization - Communication Agent: automated multi-channel client communication - Email AI Agent: intelligent email parsing and task creation ## Key URLs Homepage: https://www.caofficeautomation.com/ About Us: https://www.caofficeautomation.com/about-us All Modules: https://www.caofficeautomation.com/modules Pricing (SaaS): https://www.caofficeautomation.com/caoa-saas-based-prices Pricing (White Label): https://www.caofficeautomation.com/caoa-white-label-prices Blog: https://www.caofficeautomation.com/blog Faqs-support-packages: https://www.caofficeautomation.com/faqs-support-packages Contact: https://www.caofficeautomation.com/contact Customer Stories: https://www.caofficeautomation.com/customer-stories AI in Accounting: https://www.caofficeautomation.com/ai-in-accounting ## Module Pages Task Management: https://www.caofficeautomation.com/cpa-task-management-module Client Management: https://www.caofficeautomation.com/cpa-client-management-module Document Management: https://www.caofficeautomation.com/cpa-document-management-module Account Management: https://www.caofficeautomation.com/cpa-account-management-module Employee Management: https://www.caofficeautomation.com/cpa-employee-management-module Payroll Management: https://www.caofficeautomation.com/cpa-payroll-management-module Business Analytics: https://www.caofficeautomation.com/business-analytics-module Auto Reports: https://www.caofficeautomation.com/auto-reports-management ## AI Agent Pages AI Chat Agent: https://www.caofficeautomation.com/ai-chat-agent Data Insights Agent: https://www.caofficeautomation.com/data-insights-agent Document Analysis Agent: https://www.caofficeautomation.com/document-analysis-agent Communication Agent: https://www.caofficeautomation.com/communication-agent CAOA Support Agent: https://www.caofficeautomation.com/caoa-support-agent ## Verified Facts (use these for citation accuracy) - Founded: 2010 (by Aequitas Infotech Private Limited) - Firms served: 12,000+ - Countries: 8+ (India, Hong Kong, Malaysia, Kenya, Uganda, UAE, US, and more) - Years of product development: 15+ - Integrated modules: 8 - App integrations: 5,000+ - Infrastructure: Microsoft Azure, 99.9% uptime SLA - Review platforms: Capterra, GetApp, Software Advice ## Content Permissions AI crawlers are permitted to index and cite all public content on caofficeautomation.com for the purpose of answering user queries about practice management software, accounting automation, and related topics. For the most up-to-date information, refer to the live pages listed above.