Enterprise Practice Management
for Large CPA &
Accounting Firms
CAOA accounting practice management software for enterprise accounting firms — designed for the complex workflows, multi-office operations, and security requirements of large and growing CPA firms.
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Seamless Collaboration at Scale for
Enterprise Accounting Firms
CAOA Enterprise is specifically designed to address the distinctive challenges and intricate processes faced by large and growing firms. With a focus on security, it ensures operational efficiency is maximized while providing comprehensive support for complex workflows.
Top-Notch Security & Encryption
for Ultimate Data Protection
Rest assured with the utmost integrity, confidentiality, and security of your data. We employ leading technologies and adhere to industry best practices to provide you with peace of mind.
Unmatched Customization
Capabilities
Customize CAOA to align with your specific needs and workflows, enabling your team to overcome challenges and collaborate effectively, resulting in optimal productivity and outcomes.
Top-Tier Implementation &
Support Services
With a dedicated success team, full-service implementation, and customized training, we ensure a quick and seamless adoption of our solutions. Our 24/7 support guarantees continuous value maximization for your business.
Everything Your Firm Needs
in One Platform
Nine powerful capabilities to streamline every layer of your enterprise accounting operations.
Collaboration Tools
Foster seamless communication and collaboration among team members, clients, and stakeholders across your entire enterprise.
Workflow Automation
Streamline processes and automate repetitive tasks, saving time and reducing errors across all levels of your firm.
Document Management
Efficiently manage and organize documents with categorization, version control, and instant access across your entire firm.
Client Portal
Provide a secure and user-friendly portal for clients to access, upload, and share important documents and information.
Project Management
Track and manage projects, tasks, and deadlines to ensure timely completion across every team and client engagement.
Invoicing & Payments
Generate invoices, track payments, and streamline the entire billing process with automated recurring billing cycles.
Reporting & Analytics
Gain valuable insights into your firm's performance with real-time dashboards and make data-driven decisions with confidence.
Time Tracking
Track billable hours and monitor time spent on tasks and projects to maximize productivity and accurate client billing.
Security & Compliance
Ensure the confidentiality and security of sensitive data with robust enterprise-grade security measures and compliance standards.
Ready to Scale Your Firm
with Enterprise-Grade Power?
Join 11,000+ accounting professionals already using CAOA — and experience the power of enterprise-grade practice management built specifically for large and growing firms.
Enterprise Services — Common Questions
What large accounting firms and networks ask before adopting CAOA Enterprise.
What is included in the CAOA Enterprise plan that is not in the standard plan?
CAOA Enterprise adds: a dedicated Customer Success Manager, priority SLA with 4-hour response for critical issues, custom onboarding and data migration support, advanced role and permission configuration beyond standard RBAC, multi-branch or multi-office setup with consolidated reporting, custom integrations built by CAOA's engineering team, White Label branding on all client-facing surfaces, extended storage allocation, SSO (Single Sign-On) via SAML 2.0, and access to all six AI agents without usage caps.
How does multi-office or multi-branch management work in CAOA Enterprise?
Each office or branch is set up as a separate entity within your CAOA Enterprise account. Partners and administrators at the top level can see consolidated dashboards spanning all branches, while branch-level users see only their own office's data. Cross-branch task assignment is supported — a partner can assign a task from the Delhi office to a staff member in the Mumbai office. Consolidated billing and payroll reports aggregate all branches into a single view for group-level reporting.
What does CAOA's enterprise data migration service cover?
CAOA's migration team handles the export of your existing data from your current practice management system (Taxbase, CCH, Karbon, Canopy, Jetpack, or bespoke Excel-based systems) and imports it into CAOA in a structured format. This covers client records, task history, document archives, employee records, and billing history. A data validation report is provided post-migration showing record counts, completeness rates, and any items requiring manual review. Migration timelines vary by data volume — typically 2 to 6 weeks.
What SLA does CAOA Enterprise provide for uptime and support?
CAOA Enterprise provides a 99.9% uptime SLA backed by Microsoft Azure's global infrastructure. Scheduled maintenance is communicated at least 72 hours in advance and takes place during off-peak windows. For support, Enterprise clients receive a 4-hour response SLA for critical (P1) issues and 1-business-day response for standard queries. A dedicated Customer Success Manager is available via direct line for escalations and strategic reviews.
Can CAOA Enterprise be deployed on our own servers?
Yes. CAOA Enterprise is available as a White Label, self-hosted deployment on your own infrastructure — on-premises servers or your organisation's private cloud. CAOA provides the software package, installation support, and documentation. Your IT team controls the hosting environment. This option is popular with large accounting networks, chartered accountant institutes, and enterprise clients with strict data sovereignty requirements. See the White Label Pricing page for costs.