Step-by-step video tutorials for CPA and CA firms using CAOA practice management software — real-scenario walkthroughs covering every module, updated .
Click any module to jump directly to its video tutorial and detailed feature walkthrough.
CAOA's web and mobile platform runs on Microsoft Azure, adapting to any screen size with smart notifications, multi-currency accounts, and role-based access — built for the demands of modern accounting firms.
Track every client deliverable from creation to completion — with auto-recurrence, sub-tasks, effort costing, and instant alerts — so nothing slips through the cracks at your accounting firm.
Go fully paperless with digital storage, client document sharing, inward/outward management, and one-click email/SMS reminders — all secured with enterprise-grade encryption.
Raise multi-currency invoices, manage petty cash, track margins against expected costing, and collect payments faster with automated reminder emails — all from one billing dashboard.
Centralise your entire client database with group logins, tagged contacts, attached documents, and mass-communication tools — everything an accounting firm needs to stay close to every client.
Monitor attendance, manage roles and reporting hierarchies, review detailed timesheets, and track individual work output — all the HR tools a growing CPA firm needs in one place.
Process salaries in one click with CTC or monthly salary structures, built-in leave and loan management, holiday calendars, and automated salary slips delivered to every employee.
Enable clients to pay invoices directly through CAOA's secure payment gateway integration — from their client login or a link in the invoice — reducing collection time and eliminating manual follow-up.
Manage appointments, to-dos, and firm events with automatic SMS and email alerts — for yourself or your entire team — with summary completion reports delivered on schedule.
Configure 80+ rule-based auto Email/SMS triggers tied to tasks, invoices, and client events — with full customisation over timing, frequency, and recipient — so your firm communicates without manual effort.
The CAOA mobile app brings your full practice management toolkit to iOS and Android — giving employees and clients real-time task access, document retrieval, and push notifications on the go.
Can't find what you're looking for in our tutorials? Our expert team is always ready to guide you through any feature or module.