Steer crucial firm choices and enhance productivity

Enhance decision-making capabilities. Customized reports provide comprehensive information on your team's essential productivity, efficiency, and client interaction measurements.

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Track and optimize staff utilization to achieve a more efficient and productive team.

User-friendly reports designed specifically for the contemporary work environment simplify performance monitoring. Maintain strict control over task completion, job efficiency, and overall efficacy.

As tasks evolve, your analytics are automatically refreshed, providing you with precise data to facilitate well-informed decision-making.

Identify areas to enhance service fees and bolster the profitability of your firm.

Boost your enterprise and expand revenue streams through actionable insights.

Accurately estimate and monitor time allocations to gain a comprehensive understanding of budgeted tasks, optimize staff utilization, allocate resources effectively, and unearth performance indicators that can revolutionize your firm.

Take proactive measures to effectively oversee client satisfaction.

Effortlessly handle client interactions by centralizing all relevant information in a unified platform. Accessible from any location, this platform provides comprehensive access to client contact details, ongoing jobs, assigned tasks, pertinent documents, and team communications.

Gain insights into the clients that require the most attention from your team, identify outstanding tasks for specific clients, and assess whether your team is dedicating adequate focus to the most valuable clients.

Features Of Business Analytics

Insights

Readily understandable reports that provide comprehensive information on crucial output and efficiency measurements.

Client Analysis

Gain an understanding of the clients who consume the most time and identify your most valuable clientele.

CAOA Dashboard

Effortlessly observe and optimize the ongoing tasks within your team's workflow.

Report Exports

Acquire client or work data in spreadsheet format for independent analysis and evaluation.

Admin Dashboard

Monitor the performance of your top-performing team members and clients.

Work Lists

Tailor-made displays of your critical tasks, showcasing the most relevant information for effective management.

Time & Budgets

Accurately estimate and monitor time allocations to gain insights into profitability and effectively allocate resources.

Activity Timelines

Access a collaborative record of emails, notes, tasks, and overall activity associated with any job or client.

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

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

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.

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.

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.

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.