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Professional Support Services

Practice Management
Support & Deployment for CPA Firms

CAOA's Support & Deployment service provides end-to-end onboarding for your practice management software — guiding your CPA firm through a structured 7-step migration, configuration, training, and go-live process with a dedicated product advisor.

7-Step structured migration & integration process
Dedicated product advisor for seamless onboarding
Role-wise & module-wise training on live data
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7-Step Process

Migration & Integration
Process

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.

Step 01

Bulk Data Transfer

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.

Step 02

Master Data Fill Up

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.

Step 03

Configuration & Setup

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.

Step 04

Work Allocation & Other Process Setups

Recurrence Task Assignment, Task allocation, Invoice & Currency setup, Document tracking, Account Ledger, Conveyance, Auto Email/SMS Scheduler, and other work processes are set up.

Step 05

Training on Live Data

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.

Step 06

Payroll Setup & Training

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.

Step 07

Finalize Go-Live Date & Counseling

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.

Transparent Pricing

Simple and Transparent
Support Packages

Choose the support package that best fits your firm's size and complexity. All packages include our structured 7-step onboarding process.

Free
Lifetime

Standard Package

Everything you need to get started with CAOA — included at no cost with your subscription, for life.

15 days accessibility to a dedicated product advisor
Assistance in executing the 7-Step Migration & Integration Process
Accessibility to complete on-boarding training & service
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Most Popular
$ 2499
One Time

Enterprise Package

Full-service onboarding with extended advisor access and dedicated one-to-one training for your entire team.

30 days accessibility to a dedicated product advisor
Assistance in the entire migration & integration process
Accessibility to complete onboarding service with One-to-One Training
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$ 499
Per Day

Dedicated Resources

A dedicated product advisor exclusively focused on your firm's data, processes, and optimization needs.

A dedicated product advisor will prepare, modify & tune your data in CAOA
Rules, alert & setup optimization for your practice
In-depth data & process review, counselling and guidance for better results
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FAQs

Frequently Asked Questions

Common questions about CAOA's support, deployment, and practice management onboarding for CPA firms.

What are the main features / Modules of CA Office Automation?
CA Office Automation provides Task Management, Document Management, Account Management, Payroll Systems, Employee Management, Client Management, Email/SMS Scheduler, and more — covering every operational need of a modern CA firm.
Is a Mobile App available for CA Office Automation software?
Yes, the mobile app is available for employees as well as clients. You can use our Android as well as iOS application for on-the-go access to your firm's operations.
How much does CA Office Automation cost?
The cost for CA Office Automation depends on the number of users you select. You can find detailed user-based pricing on our Pricing page.
How many users are using your software?
Over 12,000 accounting firms and 40,000+ professionals worldwide are actively using CA Office Automation software, across firms of all sizes.
Is CA Office Automation cloud-based software?
Yes, CA Office Automation is a fully cloud-based software. You can access it securely from any device, anywhere, at any time — no local installation required.
What are the charges for extra server / hosting space?
You would be charged $100 / year for an additional 5 GB of storage. Extra storage can be added at any time from your account dashboard.
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Our support team is always available. Need help? Email us at  support@caofficeautomation.com  or submit a support ticket .

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