How to Use Software? Video Tutorials

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

• Task auto recurrence and auto assignment process.
• Sub task and department wise task management and allocation process.
• Get task reports with all aspect.
• Get many auto reports to Admin, Client & Work employee like on Start, Completion, Cancel or Due date related.
• Manage Efforts, Costing and Margin for Service, Client and Employee wise.
• Task history at one place.
• Efficiently manage tasks/activities.
• Transfer task facilities between employees.
• Admin Task approval/Rejection system with easy process and notification.
• Due Task and Sub task tracking system.
• Help Module is also available for task and sub task.

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

• You can manage office paperless with advance document management system.
• Get any document by few click for Employee or Client.
• Physical and Soft document management with Document tagging & File labeling.
• Complete Inward & Outward management (With auto alert & Receipt) is also available.
• Share Documents with your Clients in client login.
• Find all documents for any particular task or client at one place.
• Save all documents in digital format for each client.
• You can set document tracking system for particular task of any client and also send notification for pending documents by one click.
• All documents are safe with latest security system & there is not any chance to lose those data.
• Send reminder Email/SMS to Client or group of clients from the application with single click.

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

• Create Invoice with multy currency option.
• Multy Company wise Invoice management.
• Automatic reminders emails to client help to get paid faster.
• You can also manage Invoice process by Proforma Invoice & payment Receipt option.
• You can also manage reimbursement against client services.
• You can get report of margin with expected and actual costing.
• You can also manage day to day expences of your firm through patty cash management.
• Client ledger with single click process.
• Many Billing and Collection Reports with multiple search criteria.

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

• Group wise client login management
• Client database management with Client documents.
• Manage clients by many tagging and on services base.
• Easy to communicate with group of clients.
• Client Multiple Contact Management.
• Visitor register management.

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

• Employee database management with employee documents.
• Employee Role and Hierarchy management.
• Track Employee login detail with Login IP Address.
• Employee attendance management.
• Detailed Timesheet to know the Employee time utilisation.
• Get Each Employee’s Work report for particular work or time period.
• Internal Email facility to communicate with other employee or client.
• Employee Conveyance management

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

• Employee attendance management.
• Complete payroll management, Can create salary structure on CTC or Monthly base.
• Employee Leave Management with different leave type and on monthly or yearly basis.
• Employee Late coming, Early going, Leave pass policy management.
• Employee Advance/Loan management
• Holiday & Offday management
• One click salary calculation facility with salary slip and auto notification system.

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

• Can activate online payment by providing basic documents of your company to Payment Gateway company.
• Client can directly pay his/her invoices from CAOA client login or followed by link given in Invoice

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

• Manage Appointment with Auto SMS & email Notification. Can manage appointment for self or for belowed team person. And get summary report on compition.
• Manage To-Do with Auto SMS & email Notification. Can manage To-Do for self or for belowed team person. And get summary report on compition.
• Manage Event management with Auto SMS & email Notification.

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

• Set rules for auto Emai/SMS for particular date and time or event related to task, client & Invoice.
• You can set rules like particular Email should fire on start of particular task, or Email should fire after 10 days of Invoice creation.
• You can set frequency for Auto Email/SMS for particular time period like, Reminder Email should fire daily, from before 5 days of duedate untill completion of particular services.

The perfect tool for accounting firms and CPAs. Organize tasks in a clear manner.

• Mobile Application with same features available on web applicaton for Employee & Client.
• Easy way to get updated and to communicate with team.
• Get Important Push Notification on user mobile screen with managable option.

• CA Office Automation is cloud base solution, So you can access CAOA software from anywhere and anytime by using internet with advance security.
• CA Office Automation helps to manage things effectively and on time by its cloud base solution.
• Our Cloud Hosting partner is Microsoft Azure. We run our client’s application on advance VPS with separate Database management.

• There are more than 80 types of auto Email & SMS available in CAOA software like on starting of new task, on creation of new invoice, on generating new inward etc…
• Can manage rules for auto Email/SMS Notification.

• Manage Users access right by Powerful role management. Provide Relevant access to your Employees/User.
• You can set hierarchy for reporting purpose.
• Define Roles & Rules for your Firm & Set Access Level for each Role.

• Company wise, Department wise, service wise margin Reports or Comparision reports with actual & expacted costing.
• Client-wise Reports with all aspact.
• Employee-wise timesheet & attendance Reports.
• Task & Sub task wise wise Reports.
• Document tracking & Inward Outward related Reports User Log reports.
• Get any data or reports in Excel or PDF.

• We are always a call away from any CAOA User.
• Get Video Help tutorial for better unnderstanding.
• Online Help of CAOA is available with full description and with video tutorials.
• Offline Help of CAOA is also available with full description and with screenshot of all pages you can download it.
• Online ticket system is also available to solve the problem of client.