Top 5 Benefits Of Using Smart ERP Software For CPA / CA & Accounting Needs

Over the years, automation technology has revolutionized the world including our personal and professional lives. Automation is one of the reasons why some firms are growing 3x faster than the rest. The software enabling automated processes brings greater opportunities to the shore as it reduces routine and transactional tasks, allowing you to focus on core services. Therefore, companies have started to understand the true potential of this technology and are gradually transitioning to process automation throughout their services.

Why Automate your Accounting Firm?

As your accounting firm continues to grow, automating processes becomes even more crucial. If you are yet to implement accounting automation software, here are five compelling benefits to get started today.

1. Manage all office activities with ease

Traditionally, most accounting functions are managed manually with an accountant’s assistance. However, the introduction of automated accounting software supported by blazing fast web and mobile platforms has enabled accounting practices like yours to manage all office activities with ease. From streamlining accounting and financial tasks to managing resources, clients, and communications, this advanced technology returns the most out of your efforts and investments.

2. Set things on Auto-mode

Automating accounting processes has numerous benefits. As compared to other industries, accounting and finance have a lot of processes that are well-defined, structured, and repeatable. Accounting Software like practice management solutions are packed with features that can automatically handle several accounting tasks, right from accounts payable, bank work reconciliation, billing, invoicing, budgeting, expense tracking, forecasting, funding, payroll, financial reporting, taxing, and so on.

3. Bank-Grade Security to protect data

Accounting and financing firms tend to deal with a vast amount of confidential data. One of the toughest tasks is to avoid going through a lot of legal hassles and to ensure that the employees stay compliant with the company’s confidentiality rules and regulations. Accounting automation technology with the latest security enhancements safeguards the data your clients have entrusted you with.

4. Easy Access

Manual accounting ledgers pile up over time, making it challenging to go back and access a particular record. Automated accounting practice management solutions enable organizing these records electronically and making them accessible in a matter of seconds with just a click.

5. Cost-saving and Budget-friendly

The priority of most businesses is to reduce costs and increase the profit margin. Turning to account processes automation could mean that your office requires fewer resources for redundant tasks like data entry and validation.

While automated accounting software is not free, it helps you save money in the long run. An accounting management system removes costly calculation errors and can decrease the cost of auditing.

The bottom line is process automation allows you to spend less time on administrative tasks and more time on high-value tasks. Client acquisition is a high-value task while manually adding values to an excel sheet is a low-value task.

If you are interested in automating your accounting firms, you have come to the right place. With many successful implementations under our belt, we can help you automate your accounting processes as per your needs.

Contact us today to learn more, visit www.caofficeautomation.com

CA Office Automation is one of the wonderful concepts designed by the Team Aequitas Infotech for Practicing Professionals like CA, CPA & Tax Consultants. We have been using it for the past 4 years, it’s been the most effective tool in digitizing and automating the work process of the firm. They have been very responsive every time we reached out with any query, and we are delighted with their services. We will definitely recommend them. Thanks for the Great work!”.

NCS & Co.

Mangalore, Karnataka

I am happy that somebody has taken pain to understand our business process and given such a good application. Our client feels they are dealing with a world-class service provider. This is the best solution for all our requirements.

CA Manish Chulawala

Mumbai, India.

Being a CA/CS/Accounting firm, we must keep tracks of the scheduling of recurring jobs, database management of clients through their profiles, allotting tasks to the team by dividing them into sub-tasks and that too by keeping the whole team in the loop for a status of tasks, alerting clients through SMS/Emails, managing Documents into various categories like Master/Working, etc, managing costing of work, Invoices/Receipts Management (without Late or Missing Invoicing!), appointment scheduling, File labeling with locations, keeping pace with technology by using Cloud, Sharing of Job Status, Billing/Receipts with clients, and many more…

CA Bhargav Bhatt

Ahmedabad, Gujarat.

CAOA software will be very helpful to those Professionals who want to scaleup their business to the next level. Literally, It Saves Time, Energy & Build Strong relationship with Clients. Had a great experience with CAOA.

BRIDGE ROBIN & JOHN LIU LLP

Hong Kong

For the last few months we are using CAOA’s White Label solution under Hongkong Government affiliate program, which has allowed me to make some personalization to their software. They have a very good support team that will work on your White label account and within a short span of time, you’ll be up and running.The user experience & security solutions of this software are in the major spotlight.I’m very much satisfied with their White label service and recommend it to other accounting professionals.

CPA Simon Cheung (Director, CPA Global)

Hongkong

CA office automation allows us to easily manage workflow throughout the organization while increasing accountability and security measures.

They also provided excellent training on how to get the most from our system.

Baker Tilly HEM LLP ,Manjit Kothari

Kampala, Uganda

We thank the CAOA team for the wonderful job they are doing in helping us develop our internal control system by implementing the CAOA Platform. Everyone has been professional, excellent and hard-working across all our interactions with the team. Thanks to them, we were able to achieve our goal on time, and we look forward to continuing working with them in the future.

CPA Pankaj Mankani

Partner RVG Accountants. Dubai, UAE.

Hearty congratulations to the team at CA Office Automation for an excellent job! We’ve been trying to put together a functional Office Automation system for the last three years. I am happy to say we finally hired the team at CA Office Automation, and they’ve worked closely with us throughout the process, staying on task, on target, and on budget. I also appreciate their quick and courteous responses. I highly recommend their service!