Preparing Accounting Firms Against the COVID-19 Disruption

We hope you and your team are doing well. We are working hard to build tools that will help your business resume at its full capacity of excellence, as soon as the pandemic settles. The visionary operators in the Accounting Services business already knew that the industry was up for disruption. Enterprise Technology loaded with automation and analytics was changing the way we added value to the business of our clients. The onset of this pandemic has just accelerated that adoption process. Now, more than ever, integrating technology into our business processes has become an imperative need.

Work from Home – A Challenge that Can Be Turned into an Opportunity.

The Work from Home culture began as a workaround to implement social distancing. On the face of it, WFH did not seem like a great alternative – teams felt disoriented, fatigued, and distracted. But leading accounting firms are seeing this as an opportunity to reinvent their business. If the firm can be managed with lesser resources and more flexible Work from Home policies, efficient operations are highly achievable. This is a great time to test your plans for remote working and productivity management, so you may scale them when the situation improves in the very near future.

What Should You Manage for Maximum Value-Creation as an Accounting Firm?

No matter how complex it may seem, all major accounting firms derive their success with some optimization between Resources, Clients, Work Processes, Communication, Documents, and Finance. Many of these areas of the business have been disrupted because of social distancing and remote working. The work culture in each office is different. But, eventually, every firm will have to adapt, reflect, and improve.

We have been producing value for Accounting Firms by providing adaptive and automated enterprise management tools for the past decade. In the last few weeks, the number of queries we saw has grown by over 4x. It gives us immense pleasure in knowing the firms, like yours, are choosing us to be their technology partners as they sail through these tough times. Our CA Office Automation systems empower teams and business operators to manage Resources, Clients, Work Processes, Communication, Documents, and Finance – while maintaining social distancing or even working remotely. To add to this, all the features are available on our mobile app and our cloud platform. If you want to harness the challenge of this pandemic to reinvent the way you run your accounting firm and want a proven technological solution to help you with it, please feel free to get in touch with our team.

We Have Just the Right Solution for You.

Prepare Your Accounting Firm for a Post-COVID19 World with Our Proven Solutions.
Use COVID-19 to Reinvent Your Firm with Our Technology.
Do You Run an Accounting Firm? Read This for Growth in a Post COVID World.
Your Accounting Firm Can Run Efficiently and Grow, Even in COVID-19. Here’s How.

CA Office Automation is one of the wonderful concepts designed by the Team Aequitas Infotech for Practicing Professionals like CA, CPA & Tax Consultants. We have been using it for the past 4 years, it’s been the most effective tool in digitizing and automating the work process of the firm. They have been very responsive every time we reached out with any query, and we are delighted with their services. We will definitely recommend them. Thanks for the Great work!”.

NCS & Co.

Mangalore, Karnataka

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.

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.

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

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.

CPA Simon Cheung (Director, CPA Global)

Hongkong

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

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.

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. I am happy to say we finally hired the team at CA Office Automation, and they’ve worked closely with us throughout the process, staying on task, on target, and on budget. I also appreciate their quick and courteous responses. I highly recommend their service!