CA Office Automation

Support & Deployment Services

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


Included with all purchases

Basic Services

  • We follow a standard 7-step deployment procedure for all our clients.
  • Our support staff will be available on a prior appointment basis.
  • We provide assistance with data sheet preparation, initial configuration, and job allocation training.


per user

Professional Services

  • We will also follow the standard 7-step deployment procedure.
  • Our support staff will actively participate in all steps, guided by your team.
  • Enjoy personalized one-to-one training, and dedicated staff will be available for 15 days from the service purchase.


Per Day

Dedicated Resources

  • Access the expertise of our dedicated product experts for all CAOA-related assistance.
  • Our experts will guide your team through the best deployment practices to enhance user acceptance.
  • Please note that onsite visit and accommodation expenses are not included in this option.
Still have a query about our services?

Have a Question? FAQ’s

CA Office Automation provides Task Management, Document Management, Account Management, Payroll Systems, Employee Management, Client Management, Email/SMS scheduler, etc.

Yes, the mobile app is available for employees as well as clients.

You can use our Android as well as IOS application.

The cost for CA Office Automation depends on the number of users you select. You can find the user costing on the pricing page.

6000+ users are using our software worldwide.

Yes, CA Office Automation is a cloud-based software.

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

Talk with our expert today

Need help for Your Accounting Firm? Contact us today

Our support team is always available. Need help? email us on or generate support ticket. From here.

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