Track every inward/outward document and make it available to clients in just a few clicks secure, organized, and always accessible.
Watch the full Document Management Module walkthrough from CA Office Automation.
A document management system drastically improves workflow by making documentation and records easily accessible on a secure web server eliminating paper entirely.
Team members automatically create an electronic audit trail that keeps documents accurate and in compliance with industry standards with full control over every step of key processes.
Set defined workflows into daily processes so routine procedures become simple tasks. Implementing a document management system does wonders for the productivity of accounting firms.
Four pillars that make managing your firm's documents effortless, secure, and always audit-ready.
A simple, secure, and user-friendly document listing system that any team member can adopt without training.
Log inward and outward documents and keep updated records of every file movement in and out of the organization.
Save documents on a server with the latest security and encryption protocols to ensure only authorized access.
Track documents for your client for a particular service or task know exactly where every file is at all times.
Automate redundant document processes to save time & information nine features built for paperless accounting firms.
Define names & tags for all the documents you handle in the office create a consistent naming convention that makes every document instantly searchable and identifiable.
Define a location of the physical file kept in the office and mark its usage. Always know exactly where each document is stored physically and digitally without any confusion.
Assign a label to the files which are kept at a particular location in the office. Labels provide quick visual identification and help staff retrieve the right file in seconds.
Add details of inward files such as date, type, inward mode, and group name. Maintain a complete record of every document that enters your office with full traceability.
Perform outward for a client, department, employee, or other people with a complete log entry. Know who received what document, when, and through which mode of delivery.
Send multiple Emails / SMS to a group of clients in just one click. Bulk outward notifications save significant time during high-volume document dispatch periods.
Manually add a document without going through the inward and verification process. Useful for uploading existing records or documents received through informal channels.
Filter and view documents of your choice with advanced filters, and export them to an Excel file instantly. A powerful directory view that puts your entire document library at your fingertips.
Track the documents of your client for a particular service or task. Real-time tracking ensures nothing is misplaced and every document's journey is fully visible and accountable.
"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!"
"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."
"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."
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