CA Office Automation

Support Packages

Our team is always there during your transition to CAOA, but in case you want more hands-on comprehensive training, implementation, and customized support, check out the options below!

7-Steps of Migration & Integration Process

Bulk Data Transfer

Preparation of Data Sheets.
Irrespective of Service Package, Our Team will upload Employee, Client, Group, Country, State, City, Department, Task, Sub-Task/Checklist, File Location & Label, and Document Name Master Data in Bulk.

Master Data fill up

Application Engineered for Your Firm Needs, By filling the Company and Multi-Company Master, Tax Master, Role Creation, Payment API setup, e-commerce integration, Conveyance setup & other Integration.

Configuration & Setup

Based on Your Preferences, Financial Year, Role, Hierarchy, SMTP, Auto Email/SMS Notification, Mobile App, Field Master & Other Modules Set Up.

Work allocation & other processes setups

Recurrence Task Assignment, Task allocation, Invoice & Currency setup, Document tracking, Account Ledger, Conveyance, Auto Email/SMS Scheduler, and Other Work Processes Are Set Up.

Training on live data

Role wise & Module wise training to all users, we try to maintain actual scenario with your data and provide you practice window. & Guide you for better results.

Payroll Setup & Training

All Payroll setups & Training will be provided separately to concerned team members.

Finalize go-live date and counseling.

Admin Interactions and Counselling for Frictionless Adoption.

Simple and Transparent

Support Packages Pricing



Standard Package

  • 15 days accessibility to a dedicated product advisor
  • Assistance in executing of 7-Step Migration & Integration Process
  • Accessibility to complete on-boarding training & service


One Time

Enterprise Package

  • 30 days accessibility to a dedicated product advisor
  • Assistance in the entire migration & integration process
  • Accessibility to complete onboarding service with One-to-One Training


Per Day

Dedicated Resources

  • A dedicated product advisor will prepare, modify & tune your data in CAOA
  • Rules, alert & setup optimization for your practice
  • In-depth data & process review, counselling and guidance for better result