About CA Office Automation

CA Office Automation is a leading ERP software for CPA & Accounting firms. to drive operational efficiency with advanced technology benefits. It streamlines the management of tasks, resources, clients, communications, and accounts.

It has tons of features to automate work processes and help manage work, employees, clients, billing, payment, payroll, communication, documents, meetings, follow-ups, due dates and other processes under a single dashboard delivered on a web platform and a mobile app. It helps users get maximum control of the processes and transactions with auto-monitoring systems and auto-generating reports backed by operational data.

All-touch point-encompassing platform that fulfills several platform requirements for firms. Support is alway...


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10 Reviews of CA Office Automation

Average User Ratings

Overall

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Showing 1 - 10 of 10 results

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April 2021

Homi from Aequitas Infotech Pvt Ltd

Company Size: 51-200 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2021

Good experience with CAOA team, Very helpful and Professional approach with excellent outcome.

We have excellent experience with CAOA team, we are using this platform for the last 6 years, & we are getting lots of benefits like more structured process, Automation in work assignment and in reporting, transparent actions and I would say all Accounting firms should have this kind of software it helps to manage all things and increase business scalability with profit.

Pros

This software covers all software-related requirements in our office with meaningful integration & notifications. & Through customization services, we get a very satisfactory modification that was really imported for us. & I really appreciate their support and punctuality. We are really seeing CAOA software and company as our long-term IT Partner.

Cons

Limited option in Payment module, Limited facilities in Client Login.

Reasons for Choosing CA Office Automation

Lots of features, Implementation guarantee, and free unlimited training. Customization services. Good reviews. Moderate pricing.

Reasons for Switching to CA Office Automation

They offer limited features and not flexible for the new customization. High Price and bad support.

April 2021

Iqbal from GVNKA & Associates

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2021

Very happy with CAOA

Very happy.

Pros

Extremely easy to use Excellent features- has all the features that our organisation needs Can be used anywhere since it’s cloud based

Cons

Could merge invoicing and payment feature. Would save time for us.

Reasons for Choosing CA Office Automation

NA

April 2021

K Arun from K Arun Kumar & Associates

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

April 2021

Worst Experiance Ever

Very worst. Never wanted to recall that.

Pros

Nothing to say. If at all I have to say something the single support person was patient enough to explain all our queries.

Cons

We dropped using the software immediately on a month of test run. we had lots and lots of teething issues and the company runs with a single person who tries to convince that the software is working perfect!. they dint even provide the promised feautures and after a long tireing 6 months they finally told they dont have a refund policy. We have ended up donating to this company atlast for a software which we dint even go live on. CA professionals if you are really looking for a office automation software whose developers lent their ears to you and have a good customer support look else where. this is such a crap software.

Reasons for Choosing CA Office Automation

Its my Mistake!!!

Reasons for Switching to CA Office Automation

They provided effortless import of data and all the datas were imported in front of our eyes and the timesheet and task creation feautures in that software is effortless and my team also found it to be user friendly.

May 2021

MD from YSIL & CO

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

May 2021

AWESOME EXPERIENCE!

ITS BEEN MORE THAN A 2 YEARS I AM USING THE CAOA SOFTWARE. NOW, I CAN'T JUST IGNORE THE SOFTWARE BECAUSE ITS VERY PART OF MY PROFESSIONAL LIFE. THE SOFTWARE IS JUST ABOVE THE EXPECTATION AND I RECOMMEND EVERY PROFESSIONAL MUST GIVE A TRY.

Pros

ONCE I CHOOSEN THE CAOA THEN, MY PROFESSIONAL LIFE BECOMES VERY EASY. MONITORING THE JOB IS VERY CUMBERSOME DUE TO VOLUMINOUS OF ASSIGNMENT'S FOR ME. BUT, THE CAOA MAKES IT SIMPLE AND EASY FOR ME AND NOW I AM JUST THE MONITORING OF JOB STATUS IN A REAL TIME WHEREVER I AM.

Cons

EVERYTHING IS PERFECT. THERE NEED A LITTLE ROOM FOR IMPROVEMENT IN CUSTOMER SUPPORT.

Reasons for Choosing CA Office Automation

BECAUSE ITS WITHIN IN MY BUDGET AND FULFILL ALL MY EXPECTATIONS.

April 2021

MANISH from kaushal manish and company

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

4.0

Functionality

3.0

April 2021

IMPACTFUL PRODUCT

I AM WORKING WITH CA OFFICE AUTOMATION SINCE 6 YEARS NOW. VERY HAPPY.

Pros

TIMESHEET FUNCTION IS IMPACTFUL. DOCUMENT MANAGEMENT FEATURE IS ALSO GOOD.

Cons

I THINK IMPROVEMENT CAN BE MADE ON DASHBOARD

Reasons for Choosing CA Office Automation

I HAS NICHE ON THE CA REQUIREMENT

May 2021

Hitesh from H R Tatiya & Co

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

May 2021

ERP for CA Office

Overall software and their support are good.

Pros

The software allows creating tasks, sub-task, and sets their recurring frequency effectively. Automated reminders are really good.

Cons

A meaningful Dashboard that will give ready reports is missing.

Reasons for Switching to CA Office Automation

Software features

April 2021

RAJESH from R R DALAL & ASSOCIATES CHARTERED ACCOUNTANTS

Company Size: 11-50 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

4.0

Functionality

3.0

April 2021

CA OFFICE AUTOMATION

Nothing special to write about

Pros

The product has advice numerous feature like various report and data uploading facities, etc.

Cons

Functionality is challenging and delegation to staff require, specialize staff to handle it

April 2021

ANKUR from ANKUR GOYAL AND CO., CHARTERED ACCOUNTANTS

Company Size: 11-50 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

April 2021

actual user - not a very happy feedback

not at all worthy of spending money

Pros

it helps in attendance through log in. just that nothing else is worthwhile or works. very very slow

Cons

it is very very slow and there is no support to resolve it

Reasons for Switching to CA Office Automation

because i was totally unsatisfied with ca automation slow software and lack of customer support. big deficiencies.

May 2021

Navdeep from Navdeep jindal and associates

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

May 2021

Worst experience

Pros

Nothing just waste of money and highly unstable software

Cons

They just sold the product afterwards they don't ask you anything

April 2021

Nirmitsinh from The Pillar Media

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2021

Automation At Its Best

My overall experience is fantastic, and I have already subscribed to it for 3 years -- bingo

Pros

What they offer they serve - their blazing-fast mobile platform is worth experiencing. Features like Account Management - Document Management - Work Management are extraordinary And their support never lets you down

Cons

Find it and let me know -