Explore unlimited opportunities on the web by having a significant web presence with an Advanced "Web Portal" specially designed for CPA & Accounting firms.
Our advanced web portal gives your accounting firm a complete digital storefront — from showcasing services to collecting payments and fulfilling orders automatically.
Interactive, dynamic & responsive web designs that look great on every device — desktops, tablets, and mobiles — giving your firm a professional first impression.
Exhibit your services with detailed information, step-by-step process guides, and FAQs — helping potential clients understand exactly what you offer before they enquire.
Exhibit your required document checklist, government forms, and service pricing — so clients come prepared and your team receives complete information from day one.
Manage blog, testimonials, seminars, newsletters, invoices, cart system, and payments — all from a single admin panel that gives you full control of your web portal.
Get orders directly into the CAOA application — pre-assigned to the right employee, complete with all client-submitted documents — eliminating manual data entry entirely.
Get notified at every step — from purchase to completion of service automatically. Clients stay informed, your team stays aligned, and nothing falls through the cracks.
Investing in a web portal keeps your business future ready and expands your reach within the industry. It portrays your company's portfolio to your customers and communicates your dedication to your services.
One clear package. Everything you need to sell your accounting services online — with full support and training included.
+ $499/year AMC (Annual Maintenance Cost)
CA Office Automation provides Task Management, Document Management, Account Management, Payroll Systems, Employee Management, Client Management, Email/SMS Scheduler, Business Analytics, and Auto Reports — all integrated in a single platform purpose-built for CPA and accounting firms.
Yes! CA Office Automation has a mobile app available for both iOS and Android. You can manage tasks, track client activities, monitor attendance, and access all modules from your smartphone — anywhere, anytime.
CA Office Automation offers flexible pricing plans based on your firm's size and requirements — from SaaS-based subscriptions to White Label solutions and E-Commerce add-ons. Please contact our team for a customized quote tailored to your specific needs.
CA Office Automation is trusted by 500+ active users across accounting firms, CPA practices, and financial service providers worldwide — spanning countries including India, UAE, Kenya, Hong Kong, Uganda, and more.
Yes, CA Office Automation is fully cloud-based SaaS software hosted on a secure Azure cloud infrastructure. This means no hardware setup, automatic updates, and access from any device with an internet connection. A White Label option for on-premise server installation is also available.
Extra server and hosting space charges depend on your firm's specific storage and usage requirements. Our team will assess your needs and provide a transparent quote. Please contact us to discuss your hosting requirements in detail.
Have more questions? Our team is ready to help.
Find Out MoreContact us today and let our team build you an advanced web portal that attracts clients, automates your workflow, and grows your accounting firm's digital reach.
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