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Video Tutorials

CAOA Software with Real-Scenario Resembling Video Tutorials as Demonstration of All the Modules.

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11 Video Tutorials 16 Modules Covered Real-Scenario Demos
In-depth Dive To CAOA

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Click any module to jump directly to its video tutorial and detailed feature walkthrough.

General Features
Task Management
Document Management
Account Management
Client Management
Employee Management
Payroll
Online Payment
Calendar Control
Email SMS Scheduler
Mobile App
Cloud Solution
Auto Email
Role Based Access
Reports
Help Desk

General Features

Video Tutorial
Why General Features Module Important?

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

  • Mobile application for employee & client.
  • Web based application can adjust with any screen size.
  • Blazing fast platform running on latest Microsoft Azure cloud platform.
  • API to control data from other systems.
  • Smart notification system across application.
  • Unique auto Email/SMS rule setup facility for company.
  • Daily Office summary reports for Admin.
  • Complete payroll management system with one click salary process facility.
  • Manage rules for leave, OT, Late coming, early going, Loan.
  • Role, Rights & Hierarchy to manage employee effectively.
  • Multi-currency wise account management.
  • Online payment gateway integration facility.
  • Time to time updation with user suggestions and advance technology.
  • Self-help support system with video & other materials.
  • Initially we handle deployment, data transfer, Configuration & training to all staff.
  • Initially for 15 days we assign dedicated product expert for better user acceptance.
  • We always a call away for help from any CAOA User.

Task Management

Video Tutorial
Why Task Management Module Important?

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

  • Task auto recurrence and auto assignment process.
  • Sub task and department wise task management and allocation process.
  • Get task reports with all aspect.
  • Get many auto reports to Admin, Client & Work employee like on Start, Completion, Cancel or Due date related.
  • Manage Efforts, Costing and Margin for Service, Client and Employee wise.
  • Task history at one place.
  • Efficiently manage tasks/activities.
  • Transfer task facilities between employees.
  • Admin Task approval/Rejection system with easy process and notification.
  • Due Task and Sub task tracking system.
  • Help Module is also available for task and sub task.

Document Management

Video Tutorial
Why Document Management Module Important?

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

  • You can manage office paperless with advance document management system.
  • Get any document by few click for Employee or Client.
  • Physical and Soft document management with Document tagging & File labeling.
  • Complete Inward & Outward management (With auto alert & Receipt) is also available.
  • Share Documents with your Clients in client login.
  • Find all documents for any particular task or client at one place.
  • Save all documents in digital format for each client.
  • You can set document tracking system for particular task of any client and also send notification for pending documents by one click.
  • All documents are safe with latest security system & there is not any chance to lose those data.
  • Send reminder Email/SMS to Client or group of clients from the application with single click.

Account Management

Video Tutorial
Why Account Management Module Important?

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

  • Create Invoice with multi-currency option.
  • Multi-Company wise Invoice management.
  • Automatic reminders emails to client help to get paid faster.
  • You can also manage Invoice process by Proforma Invoice & payment Receipt option.
  • You can also manage reimbursement against client services.
  • You can get report of margin with expected and actual costing.
  • You can also manage day to day expenses of your firm through petty cash management.
  • Client ledger with single click process.
  • Many Billing and Collection Reports with multiple search criteria.

Client Management

Video Tutorial
Why Client Management Module Important?

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

  • Group wise client login management.
  • Client database management with Client documents.
  • Manage clients by many tagging and on services base.
  • Easy to communicate with group of clients.
  • Client Multiple Contact Management.
  • Visitor register management.

Employee Management

Video Tutorial
Why Employee Management Module Important?

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

  • Employee database management with employee documents.
  • Employee Role and Hierarchy management.
  • Track Employee login detail with Login IP Address.
  • Employee attendance management.
  • Detailed Timesheet to know the Employee time utilisation.
  • Get Each Employee's Work report for particular work or time period.
  • Internal Email facility to communicate with other employee or client.
  • Employee Conveyance management.

Payroll

Video Tutorial
Why Payroll Module Important?

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

  • Employee attendance management.
  • Complete payroll management, Can create salary structure on CTC or Monthly base.
  • Employee Leave Management with different leave type and on monthly or yearly basis.
  • Employee Late coming, Early going, Leave pass policy management.
  • Employee Advance/Loan management.
  • Holiday & Offday management.
  • One click salary calculation facility with salary slip and auto notification system.

Online Payment Facility

Video Tutorial
Why Online Payment Facility Important?

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

  • Can activate online payment by providing basic documents of your company to Payment Gateway company.
  • Client can directly pay his/her invoices from CAOA client login or followed by link given in Invoice.

Calendar Control

Video Tutorial
Why Calendar Control Module Important?

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

  • Manage Appointment with Auto SMS & email Notification. Can manage appointment for self or for your team. Get summary report on completion.
  • Manage To-Do with Auto SMS & email Notification. Can manage To-Do for self or for your team. Get summary report on completion.
  • Manage Event management with Auto SMS & email Notification.

Email SMS Scheduler

Video Tutorial
Why Email SMS Scheduler Module Important?

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

  • Set rules for auto Email/SMS for particular date and time or event related to task, client & Invoice.
  • You can set rules like particular Email should fire on start of particular task, or Email should fire after 10 days of Invoice creation.
  • You can set frequency for Auto Email/SMS for particular time period like, Reminder Email should fire daily, from before 5 days of due date until completion of particular services.

Mobile App

Video Tutorial
Why Mobile App Module Important?

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

  • Mobile Application with same features available on web application for Employee & Client.
  • Easy way to get updated and to communicate with team.
  • Get Important Push Notification on user mobile screen with manageable option.

Cloud Solution

Why Cloud Solution Module Important?
CA Office Automation is cloud base solution. Access CAOA software from anywhere and anytime using internet with advance security.
CA Office Automation helps to manage things effectively and on time by its cloud base solution.
Our Cloud Hosting partner is Microsoft Azure. We run client applications on advance VPS with separate Database management.

Auto Email

Why Auto Email Module Important?
There are more than 80 types of auto Email & SMS available in CAOA software — on starting of new task, on creation of new invoice, on generating new inward, and more.
Can manage rules for auto Email/SMS Notification with full customization.

Role Based Access

Why Role Based Access Module Important?
Manage Users access right by Powerful role management. Provide Relevant access to your Employees/User.
You can set hierarchy for reporting purpose.
Define Roles & Rules for your Firm & Set Access Level for each Role.

Reports

Why Reports Module Important?
Company wise, Department wise, service wise margin Reports or Comparison reports with actual & expected costing.
Client-wise Reports with all aspects.
Employee-wise timesheet & attendance Reports.
Task & Sub task wise Reports.
Document tracking & Inward Outward related Reports. User Log reports.
Get any data or reports in Excel or PDF.

Help Desk

Why Help Desk Module Important?
We are always a call away from any CAOA User.
Get Video Help tutorial for better understanding.
Online Help of CAOA is available with full description and with video tutorials.
Offline Help of CAOA is also available with full description and with screenshot of all pages — downloadable.
Online ticket system is also available to solve the problem of client.
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