CAOA's Support & Deployment service provides end-to-end onboarding — guiding your firm through a structured 7-step migration, configuration, training, and go-live process with dedicated expert assistance.
A structured, expert-led 7-step onboarding process ensures a frictionless transition from your existing setup to CAOA — with every detail handled by your dedicated advisor.
Preparation of Data Sheets. Irrespective of service package, our team will upload Employee, Client, Group, Country, State, City, Department, Task, Sub-Task/Checklist, File Location & Label, and Document Name Master Data in bulk.
Application engineered for your firm needs. By filling the Company and Multi-Company Master, Tax Master, Role Creation, Payment API setup, e-commerce integration, Conveyance setup & other integration.
Based on your preferences, Financial Year, Role, Hierarchy, SMTP, Auto Email/SMS Notification, Mobile App, Field Master & Other Modules are set up to precisely match your firm's workflow and preferences.
Recurrence Task Assignment, Task allocation, Invoice & Currency setup, Document tracking, Account Ledger, Conveyance, Auto Email/SMS Scheduler, and other work processes are set up.
Role-wise & Module-wise training to all users. We maintain actual scenarios with your data and provide a practice window, guiding you for better results from day one of go-live.
All payroll setups & training will be provided separately to the concerned team members, ensuring your HR team is fully equipped to manage payroll operations independently.
Admin interactions and counselling for frictionless adoption. We finalize your go-live date and provide continuous counselling to ensure your team is confident, prepared, and ready to operate at full capacity from day one.
Choose the support package that best fits your firm's size and complexity. All packages include our structured 7-step onboarding process.
Everything you need to get started with CAOA — included at no cost with your subscription, for life.
Full-service onboarding with extended advisor access and dedicated one-to-one training for your entire team.
A dedicated product advisor exclusively focused on your firm's data, processes, and optimization needs.
Still have a query about our services?
Let our expert team guide you through every step — from data migration to go-live, we ensure a smooth, confident transition for your entire firm.