One Platform To Manage
Your Accounting Firm
Get organized, Save time, reduce frustration with
CAOA’s Advance Practice Management Modules
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