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Practice Management Software for Accounting Firms with actionable intelligent Practice Management Software, you can empower your team, your firm and your client's efficiency.
All plans include full feature access. Scale up or down anytime as your firm grows.
Powering Thousands of Businesses
Trusted by accounting firms across the globe
Your impact is important. CAOA is excited to support organizations with specialized plan pricing. Keep work simple, keep making an impact. Still have a query about our pricing? Our team is ready to help.
A full side-by-side view of everything included in each plan.
| Features | Startup 1–10 Users | Business 11–50 Users | Premium 51–100 Users | Enterprise 100+ Users |
|---|---|---|---|---|
| Pricing | ||||
| Users | 1 to 10 | 11 to 50 | 51 to 100 | 100+ |
| Setup, Data Migration & Handholding | $299 | $599 | $999 | $9,999 |
| Per User / Month (Billed Yearly) | $12 | $10.4 | $8.8 | $7.2 |
| Hosting & Access | ||||
| Client Login | ||||
| Microsoft Azure Hosting | 5 GB | 10 GB | 20 GB | 50 GB |
| User Training | ||||
| Updates | ||||
| Application | ||||
| Web App | ||||
| Android App | ||||
| Clients Access | ||||
| Client Mobile App (Android & iOS) | ||||
| Modules | ||||
| Task Management | ||||
| Account Management | ||||
| Document Management | ||||
| Client Management | ||||
| Employee Management | ||||
| Payroll Management | ||||
| Business Analytics | ||||
| Auto Reports Management | ||||
| Communication | ||||
| Chat | ||||
| Ticket | ||||
| Support Channels | ||||
| Support Packages | ||||
| Initial Data Migration | ||||
| Standard | ||||
| Enterprise Support | Add On | Add On | Add On | Add On |
| Dedicated Support | Add On | Add On | Add On | Add On |
| Automation | ||||
| Auto Notification | ||||
| Notification Rule Creation | ||||
| Auto Work Scheduler | ||||
| Auto Work Assignment | Notification rule creation | |||
| Auto Reporting | ||||
| Auto Checkpoint Rules | ||||
| Planning & Privacy | ||||
| Role Management | ||||
| Hierarchy Management | ||||
| Limited Access Control | ||||
| App Login Control | ||||
| White Label Solution | ||||
| White Label Software | Add On | Add On | Add On | Add On |
| Installation on Client Server | Add On | Add On | Add On | Add On |
| Customization Option | Add On | Add On | Add On | Add On |
| Branded Portal | Add On | Add On | Add On | Add On |
| Branded Client Portal | Add On | Add On | Add On | Add On |
Still have a query about our pricing? Find quick answers below.
It is an intelligent ERP software for CPAs & accounting firms that can do wonders with automation. It is one-stop accounting practice management software that will empower your firm, team, and clients at the same time.
It allows you to streamline your practice processes and work together quickly and efficiently at every step of your accounting process.
CA Office Automation offers specific tools to communicate effectively, track your time, and provide an ideal client experience to retain clients and expand. It also provides real-time statistical data to the accountants, which helps them increase their productivity and provide better service to clients. Most importantly, it reduces human errors by automating accounting practice management tasks.
CA Office Automation provides:
Yes, the mobile app is available for employees as well as clients. You can use our Android as well as the iOS application.
The cost for CA Office Automation depends on the number of users you select. You can find the detailed user-based costing on this pricing page above.
8,000+ users are using our software worldwide across hundreds of accounting firms.
Yes, CA Office Automation is a cloud-based software hosted on Microsoft Azure.
We give space based on the plan you purchase (5 GB to 50 GB). You can also buy extra space on our server as required. Additional storage is charged at $100/year for 5 GB.
Yes, SMS is chargeable at $100 for 2,500 SMS.
Yes, you can host our software on your server — we call it a White Label Solution service. You can install our software on any server you want and use your own brand's logo on all interfaces.
We use Microsoft Azure with a 99.9% Network & Server Uptime Guarantee. Backup servers are available if the primary servers are ever unavailable.
Yes, you can access our demo version to check all the features and functions of CA Office Automation before making a purchase decision.
CA Office Automation is easy-to-use software. Our video library helps you understand the various functions. If you have any questions, please feel free to contact our support team and they will help you.
Our technical team is constantly active to make your experience error-free. In case you find a problem, contact the support team — they will put all effort into fixing the issue at the earliest and keep you posted on progress.
Our Support team is available at your service from 10:30 AM to 7:00 PM. Feel free to contact us if you have any doubts or queries.
Please get in touch with us on our support number, send an email to support@caofficeautomation.com, or you can generate a support ticket.
We manage our operations through USA & India offices.