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One Platform To Manage

Your Accounting Firm

Get organized, Save time, reduce frustration with
CAOA’s Advance Practice Management Modules

    Practice Management Modules for CPAs & Accounting Firm I CA Office Automation

    Create a Connected Client Experience With
    Advanced Practice Management Modules

    Task Management Module

    SINGLE SOLUTION TO PRIORITIZE YOUR TASKS

    Track your tasks from beginning to end, assign subtasks to teammates, and set deadlines to make sure your projects never miss the deadline.

     

    Let’s empower our teams to work more productively and efficiently.

    Document Management Module

    MANAGE EVERYTHING WITH A PAPERLESS OFFICE SYSTEM

    Make your work clear and concise, allow your team to have easy & flexible document transfer & allocation using a single interface and central client document repository with secure login.

     

    Boost your team’s performance with a task-based easy document tracking system

    Account Management Module

    MANAGE EVERY ACCOUNT WITH SMARTNESS

    Keep track of multiple clients and their transactions. Experience effective account management, multi-currency payment, reimbursement & expense, conveyance & reimbursement and what not.

     

    Access 360-degree view of an account

    Client Management Module

    MANAGE, AND TRACK CLIENT’S INFORMATION ON YOUR MOBILE

    Keep track of multiple clients and their transactions. Experience effective account management, multi-currency payment, reimbursement & expense, conveyance & reimbursement and what not.

     

    Collaborate & View Real-Time Client Activity & Create a Connected Client Experience.

    Payroll Management Module

    FULL-SERVICE PAYROLL SOFTWARE FOR ACCOUNTANTS

    Reward your employees with fast, accurate and efficient payroll processing. Utilize a collection of predefined or customizable process to enables error-free automation of your payroll process.

     

    Get rid of that annoying month ends.

    Employee Management Module

    EFFORTLESSLY MANAGE YOUR EMPLOYEES, WHETHER 1 OR 1,000.

    Manage and automate your employee timesheet and reporting operations from single place. Let the software ease down your employee onboarding to offboarding process,and everything in between.

     

    Engaged employees are excited, enthusiastic and strongly committed to your firm

    What Other Modules You an Access with CAOA Software

    Online Payment Facility

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    Calendar Control

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    Email SMS Scheduler

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    Mobile App

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    Cloud Solution

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    Auto Email

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    Role Based Access

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    Help Desk

    See Details