Support & Deployment

Support & Deployment
Service Pricing

CAOA's Support & Deployment service is an end-to-end onboarding solution. Our team guides you through every step of the migration, integration, and go-live process for a frictionless adoption.

Get Started Schedule Demo
7-Step Migration Process Dedicated Product Advisor Frictionless Adoption
Migration & Integration

7-Steps of Migration &
Integration Process

Our structured 7-step process ensures every client transitions smoothly — from raw data to a fully operational firm.

01
Bulk Data Transfer
Preparation of Data Sheets. Our team uploads Employee, Client, Group, Country, State, City, Department, Task, Sub-Task/Checklist, File Location & Label, and Document Name Master Data in bulk.
02
Master Data Fill Up
Application engineered for your firm — filling Company & Multi-Company Master, Tax Master, Role Creation, Payment API setup, e-commerce integration, Conveyance setup & other integrations.
03
Configuration & Setup
Based on your preferences — Financial Year, Role, Hierarchy, SMTP, Auto Email/SMS Notification, Mobile App, Field Master & other modules set up to match your firm's workflow.
04
Work Allocation & Other Processes Setup
Recurrence Task Assignment, Task allocation, Invoice & Currency setup, Document tracking, Account Ledger, Conveyance, Auto Email/SMS Scheduler, and other work processes configured.
05
Training on Live Data
Role-wise & module-wise training to all users. We maintain actual scenarios with your data and provide a practice window — guiding your team for better real-world results.
06
Payroll Setup & Training
All Payroll setups & training provided separately to concerned team members — ensuring your payroll team is fully equipped before go-live.
07
Finalize Go-Live Date & Counseling
Admin interactions and counselling for frictionless adoption — we finalize your go-live date, address last-mile concerns, and ensure your entire team is ready to operate independently.
Simple & Transparent

Support Packages Pricing

Choose the level of support that fits your firm's size and onboarding needs.

Standard Package
Included with every plan
Free
Lifetime — no extra charge
Included with your subscription
Available to all plan holders
  • 15 days accessibility to a dedicated product advisor
  • Assistance in executing the 7-Step Migration & Integration Process
  • Accessibility to complete on-boarding training & service
Contact Us Today
Most Popular
Enterprise Package
For larger firms & teams
$2,499
One-time onboarding fee
30-day dedicated advisor
Full migration, integration & 1-on-1 training
  • 30 days accessibility to a dedicated product advisor
  • Assistance in the entire migration & integration process
  • Complete onboarding service with One-to-One Training
  • Role-wise & module-wise live data training
  • Go-live counselling & admin interaction sessions
Contact Us Today
Dedicated Resources
Your firm's personal expert
$499
Per day of dedicated resource time
Flexible day-based engagement
Book as many days as your firm needs
  • A dedicated product advisor prepares, modifies & tunes your data in CAOA
  • Rules, alerts & setup optimization for your practice
  • In-depth data & process review, counselling and guidance for better results
Contact Us Today

Still have a query about our services?

Not sure which support package fits your firm? Our team is ready to help you pick the right plan and walk you through the process.

Contact Us Today Schedule a Call
Have a Question?

Frequently Asked Questions

Still have a query about our services? Find quick answers below.

CA Office Automation provides a comprehensive suite of modules:

  • Task Management
  • Document Management
  • Account Management
  • Payroll Systems
  • Employee Management
  • Client Management
  • Email/SMS Scheduler

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 our SaaS Pricing page.

6,000+ users are using our software worldwide across hundreds of accounting firms and CPA practices.

Yes, CA Office Automation is a cloud-based software hosted on Microsoft Azure, ensuring high availability, security, and performance for all users.

You would be charged $100 / year for an additional 5 GB of storage space on our server.

Let's Get You Onboarded

Ready for a Frictionless
Go-Live Experience?

Our team is here to make your CAOA adoption smooth and successful. Reach out today and we'll recommend the right support package for your firm.

Contact Us Today Schedule a Demo