CA Office Automation

Encourage Efficiency to Drive Growth

Practice Management Software for Accounting Firms with actionable intelligent Practice Management Software, you can empower your team, your firm and your client’s efficiency.

Simple and Transparent Pricing

Choose Your Plans & Pricing

Startup
  • For 1 to 10 Users
  • $15 Per User Chargers (Monthly)
  • $299 (One time) For Setup, Bulk Data migration & Handholding fees
  • Client Login
  • 5 GB Microsoft Azure Hosting
  • User Training and Updates
  • IOS and Android Mobile App

Business
  • For 11 to 50 Users
  • $13 Per User Chargers (Monthly)
  • $599 (One time) For Setup, Bulk Data migration & Handholding fees
  • Client Login
  • 10 GB Microsoft Azure Hosting
  • User Training and Updates
  • IOS and Android Mobile App

Premium
  • For 51 to 100 Users
  • $11 Per User Chargers (Monthly)
  • $999 (One time) For  Setup, Bulk Data migration & Handholding fees
  • Client Login
  • 20 GB Microsoft Azure Hosting
  • User Training and Updates
  • IOS and Android Mobile App

Enterprise
  • For 100+ Users
  • $9 Per User Chargers (Monthly)
  • $9999 (One time) For  Setup, Bulk Data migration & Handholding fees
  • Client Login
  • 50 GB Microsoft Azure Hosting
  • User Training and Updates
  • IOS and Android Mobile App
Powering thousands of businesses

Which Plan is Right for You? Contact us today

Your impact is important. CAOA is excited to support organizations with specialized plan pricing. Keep work simple, keep making an impact.

Make an Enquiry
Still have a query about our pricing?

Compare Our Plans

Startup

Business

Premium

Enterprise

Users 1 to 10 11 to 50 51 to 100 100+
Setup, Bulk Data migration & Handholding fees $299 $599 $999 $9999
Per User Chargers (Monthly) $15 $13 $11 $9
Client Login
Microsoft Azure Hosting 5 GB 10 GB 20 GB 50 GB
User Training
Updates

Application

       
Web App
Android App
Clients Access
Client Mobile App (Android & IOS)

Modules

       
Task Management
Account Management
Document Management
Client Management
Employee Management
Payroll Management
Business Analytics
Auto Reports Management

Communication

       
Email
Chat
Ticket
Support channels

Support Packages

       
Initial Data Migration
Standard
Enterprise Add On Add On Add On Add On
Dedicated Add On Add On Add On Add On

Automation

       
Auto Notification
Notification rule creation
Auto Work scheduler
Auto Work Assignment Notification rule
creation
Auto reporting
Auto checkpoint rules

Planning & Privacy

       
Role Management
Hierarchy Management
Limited access control
App Login control

White Label Solution

       
White Label Software Add On Add On Add On Add On
Installation on Client-server Add On Add On Add On Add On
Customization option Add On Add On Add On Add On
Branded Portal Add On Add On Add On Add On
Branded Client Portal Add On Add On Add On Add On
Purchase Purchase Purchase Purchase
Still have a query about our services?

Have a Question? FAQ’s

It is an intelligent ERP software for CPAs & accounting firms that can do wonders with automation. It is one-stop accounting practice management software that will empower your firm, team, and clients at the same time.

It allows you to streamline your practice processes and work together quickly and efficiently at every step of your accounting process.

CA Office Automation offers specific tools to communicate effectively, track your time, and provide an ideal client experience to retain clients and expand.

It also provides real-time statistical data to the accountants, which helps them increase their productivity and provide better service to clients. Most importantly, it reduces human errors by automating accounting practice management tasks.

CAOA has many modules to manage your work effectively

CA Office Automation provides Task Management, Document Management, Account Management, Payroll Systems, Employee Management, Client Management, Email/SMS scheduler, etc.

Yes, the mobile app is available for employees as well as clients.

You can use our Android as well as the IOS application.

The cost for CA Office Automation depends on the number of users you select. You can find the user costing on the pricing page.

8000+ users are using our software worldwide.

Yes, CA Office Automation is a cloud-based software.

We give space based on the plan you purchase. You can also buy extra space on our server as required.

You would be charged 100$/year for an additional 5GB of storage.

Yes, it is chargeable 100$. for 2500 SMS

Yes, you can host our software on your server – we call it a white label solution service, where you can install our software on any server you want. You can also use your brand’s logo on all the interfaces.

Using CA Office Automation Software can manage your office’s day-to-day activity and put your office in automation mode. The software features/modules are Task Management, Document Management, Employee Management, Client Management, Account Management, Auto Email, SMS Management, Conveyance Management, Payroll Management, Appoint Management, To-Do Management, Email/SMS scheduler functionality, etc.

Don’t worry; your data is highly secure with us –

  • The CA Office Automation application is SSL secured (256 bits encryption) – SSL is a protocol used for encrypting information over the Internet.
  • We take data security & privacy very seriously.
  • We are using Microsoft azure hosting service.
  • We are also giving NDA (Non-Disclosure Agreement) For your data security.
  • Every customer is important to us. As a policy, we never share customers or information with other members. We promise that your data will NEVER be shared/sold to anyone (except when required for regulatory purposes).
  • We have defined information security policy and data confidentiality as critical aspects.

We have taken service from the best cloud provider like Microsoft with ‘99.9% NETWORK & SERVER UPTIME GUARANTEE’. The service provider had backup servers available if the primary servers were unavailable.

Yes, you can access our demo version to check all the features and functions.

Yes, we have created a video library to help you understand all the software’s features.

The CA Office Automation is easy to use software. Our video library helps you understand the various functions of our software. If you have any questions, please feel free to contact our support team, and they will help you.

Our technical team is constantly active to make your experience error-free. But in case you find a problem with the software, you can ask the support team to resolve the issue. The support team will put all effort into fixing the situation at the earliest. We will keep you posted on our progress.

Our Support team is available at your service from 10:30 AM to 7 PM. Feel free to contact us if you have any doubt or queries. They can help you out with almost all the questions.

The CA Office Automation is easy to use software. Our video library helps you understand the various functions of our software. If you have any questions, please feel free to contact our support team, and they will help you.

The Terms & Conditions for using CA Office Automation are available on the terms of service page.

Please get in touch with us on our support number or send an email, or you can generate a ticket.

We manage our operations through USA & India offices.

Talk with our expert today

Need help for Your Accounting Firm? Contact us today

Our support team is always available. Need help? email us on support@caofficeautomation.com or generate support ticket. From here.

Make an Enquiry