Task Management Software for Accounting Firms
A Better Way To Take Control On Your Tasks & Streamline Your Processes
Managing tasks, subtasks & deadlines is surely a tedious job, but with CAOA you can organize your team’s workflow, make better decisions, and achieve more of your goals with satisfied clients.
Why Task Management Tool
Is Important?
CAOA Task Management Tool is the perfect tool for accounting firms and CPAs, as it enables them to organize tasks in a clear manner. This tool eliminates miscommunication problems by ensuring that employees are given detailed instructions from their employer on how they need to complete each task under certain deadlines. Simultaneously, CAOA practice management software also allows employers to see what all their employees have been assigned, and what’s the progress on it, this saves time!In addition, it helps in streamlining subtasks, so that work is completed on time, efficiency is improved, and records are correctly maintained.
Plan
Plan tasks and decide priorities to achieve more goals
Organize Tasks
Start creating tasks from the task master & manage timeline
Create Sub tasks
Assign sub tasks, to-dos, &share files to the right teammate
Execute
Drill down to each task timeline& see where it takes time
Organize Everything & Never Settle For Workflow Crashes
Task Master
Assign tasks to employees and see task and subtask list on dashboard
Task Applicability
Assign tasks to employees and see task and subtask list on dashboard
Task Approvals
Assign tasks to employees and see task and subtask list on dashboard
Task Transfers
Assign tasks to employees and see task and subtask list on dashboard
Task Cycle Details
Assign tasks to employees and see task and subtask list on dashboard
Task Information
Assign tasks to employees and see task and subtask list on dashboard
Task Updates
Assign tasks to employees and see task and subtask list on dashboard
Ongoing Tasks
Assign tasks to employees and see task and subtask list on dashboard
Task Completion
Assign tasks to employees and see task and subtask list on dashboard
Client Testimonials
Felix K Kimoli
Director MGI Alekim LLP, KenyaHearty congratulations to the team at CA Office Automation for an excellent job! We've been trying to put together a functional Office Automation system for the last three years. I am happy to say we finally hired the team at CA Office Automation, and they've worked closely with us throughout the process, staying on task, on target, and on budget. I also appreciate their quick and courteous responses. I highly recommend their service!
CPA Pankaj Mankani
Partner RVG Accountants. Dubai, UAE.We thank the CAOA team for the wonderful job they are doing in helping us develop our internal control system by implementing the CAOA Platform. Everyone has been professional, excellent and hard-working across all our interactions with the team. Thanks to them, we were able to achieve our goal on time, and we look forward to continuing working with them in the future.
Baker Tilly HEM LLP ,Manjit Kothari
Kampala, UgandaCA office automation allows us to easily manage workflow throughout the organization while increasing accountability and security measures. They also provided excellent training on how to get the most from our system.
CPA Simon Cheung (Director, CPA Global)
HongkongFor the last few months we are using CAOA's White Label solution under Hongkong Government affiliate program, which has allowed me to make some personalization to their software. They have a very good support team that will work on your White label account and within a short span of time, you'll be up and running.The user experience & security solutions of this software are in the major spotlight.I'm very much satisfied with their White label service and recommend it to other accounting professionals.
Value TAX & Business Consultancy
Udupi, Karnataka.CAOA software will be very helpful to those Professionals who want to scaleup their business to the next level. Literally, It Saves Time, Energy & Build Strong relationship with Clients. Had a great experience with CAOA.
CA Bhargav Bhatt
Ahmedabad, Gujarat.Being a CA/CS/Accounting firm, we must keep tracks of the scheduling of recurring jobs, database management of clients through their profiles, allotting tasks to the team by dividing them into sub-tasks and that too by keeping the whole team in the loop for a status of tasks, alerting clients through SMS/Emails, managing Documents into various categories like Master/Working, etc, managing costing of work, Invoices/Receipts Management (without Late or Missing Invoicing!), appointment scheduling, File labeling with locations, keeping pace with technology by using Cloud, Sharing of Job Status, Billing/Receipts with clients, and many more…
CA Manish Chulawala
Mumbai, India.I am happy that somebody has taken pain to understand our business process and given such a good application. Our client feels they are dealing with a world-class service provider. This is the best solution for all our requirements.
NCS & Co.
Mangalore, KarnatakaCA Office Automation is one of the wonderful concepts designed by the Team Aequitas Infotech for Practicing Professionals like CA, CPA & Tax Consultants. We have been using it for the past 4 years, it's been the most effective tool in digitizing and automating the work process of the firm. They have been very responsive every time we reached out with any query, and we are delighted with their services. We will definitely recommend them. Thanks for the Great work!".
