Key Module of Accounting Practice Management

Manage Real Time
Client Activities

Manage all client activities from your mobile.

Centralizes and manages your clients a key module of an Accounting Practice Management Software built for modern accounting firms.

360
Client View
Mobile
Ready
Real
-time Tracking
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Client Management
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Clients
MA
Mehta & Associates
Active
PAN: 1234 GST: 5678 CA Firm
360 Profile 0%
Recent Activity
128
Total
94
Active
21
Pending
13
Archived
See It In Action

Centralize Every Client Interaction
in One Powerful Module

Watch the full Client Management Module demonstration from CA Office Automation.

Mobile Ready
iOS & Android
Client Groups
Ownership-based
Real-time
Live activity feed
Client Management Module
Your firm's greatest asset, organized
Why It Matters

Why Client Management
Module Is Important →

Key Module of Practice Management

Client Management Module is a key module of an Accounting Practice Management Software essential for every accounting firm's digital transformation.

Centralized Client Intelligence

It centralizes and manages all information about your clients, making it easy to track their progress with you from start to finish and can be termed as your firm's greatest asset.

Maintain Real Relationships

Helps you maintain actual relationships with your clients by logically organizing and storing all interactions in a single, customizable location so you can record, access, and monitor every detail of client activity.

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How It Works

Better & Easy Way to Start Your
Client Management

Four pillars that make managing every client relationship effortless, organized, and always up to date.

STEP 01

Easy to Access

Manage real time client activities at your fingertips from any device, anywhere, any time of the day.

STEP 02

Client Groups

Manage clients that are related by ownership or financial structure under organized groups for smarter handling.

STEP 03

Login Credentials

Group-wise client login management system giving client secure, role-appropriate access to their data.

STEP 04

Client Database

Maintain client documents with a comprehensive client database management system every record in one place.

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Client Tool Highlights

Highlights of Client Management Tool

Six powerful features that give you complete visibility over every client, group, and interaction in your firm.

Group List

Add clients to a group with certain key demographics to filter. Organize clients by ownership, financial structure, or industry making bulk operations and group-level reporting effortless.

Client Master

Add new clients with their basic details quickly and efficiently. Maintain a complete master record for every client including contact info, business type, assigned team, and relationship history.

Client Details

See a detailed database of each client or group of clients at a glance. Access documents, tasks, communication history, and progress reports all from a single, comprehensive client profile.

Client Task

Cancel or complete particular client tasks and notify both the client and the admin instantly. Keep every stakeholder aligned on task status with automated real-time notifications.

Visitor Master

Add detailed discussions and notes from a client's visit at your office. Record the purpose, outcome, and follow-ups for every in-person interaction building a complete visit history for every client.

Visitor List

See details of all visitors using appropriate filters by date, client name, purpose, or team member. A powerful log that keeps your front-desk and account managers fully informed.

What Our Clients Say

Trusted by Accounting Leaders Worldwide

"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. They've worked closely with us throughout the process, staying on task, on target, and on budget. I highly recommend their service!"

FK
Felix K Kimoli
MGI Alekim LLP, Kenya

"For the last few months we are using CAOA's White Label solution. They have a very good support team that will work on your 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."

SS
CPA Simon Cheung
Director, CPA Global Hongkong

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

PM
CPA Pankaj Mankani
RVG Accountants, Dubai, UAE
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