CA Office Automation 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

CA Office Automation

3.7

(10)

Pricing

Starting at $25.00 per month

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 always available for all CAOA users. For new purchases, it provides a dedicated Product Advisor for 15 days to help execute standard deployment and training procedures. We have different service plans for frictionless integration.

CA Office Automation Screenshots

CA Office Automation Pricing and Plans

Starting price: $25.00 per month

Free Trial

Free Version

Basic

$25.00

per user, per month

No plan information available

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CA Office Automation Features

Popular features found in Accounting
Billing & Invoicing
Budgeting/Forecasting
Expense Tracking
Fund Accounting
Income & Balance Sheet
Multi-Currency
Payroll Management
Project Accounting
Purchase Order Management
Tax Management
More features of CA Office Automation
Accounting
Activity Dashboard
Alerts/Notifications
Appointment Management
Approval Process Control
Approval Workflow
Client Management
Client Portal
Configurable Workflow
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Document Management
Document Storage
Due Date Tracking
Electronic Payments
Email Management
Encryption
Financial Analysis
For Accountants
For CPA Firms
Invoice Management
Invoice Processing
Messaging
Online Payments
Progress Tracking
Project Management
Project Time Tracking
Reminders
Reporting/Analytics
Reporting & Statistics
Search/Filter
Secure Data Storage
Staff Management
Status Tracking
Task Management
Third-Party Integrations
Time & Expense Tracking
Time Tracking
Workflow Management

CA Office Automation User Reviews

Overall Rating

3.7

Ratings Breakdown

40%

30%

20%

10%

Secondary Ratings

Ease of Use

3.3

Value for money

3.4

Customer support

3.4

Functionality

3.3

Have you used CA Office Automation and would like to share your experience with others?

Homi K.

Verified reviewer

Accounting

51-200 employees

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

MD Y.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

K Arun K.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed April 2021

Worst Experiance Ever

Very worst. Never wanted to recall that.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Iqbal G.

Verified reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed April 2021

Very happy with CAOA

Very happy.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

MANISH C.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2021

IMPACTFUL PRODUCT

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Hitesh T.

Verified reviewer

Accounting

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed May 2021

ERP for CA Office

Overall software and their support are good.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

ANKUR G.

Verified reviewer

Financial Services

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed April 2021

actual user - not a very happy feedback

not at all worthy of spending money

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Nirmitsinh V.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed April 2021

Automation At Its Best

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

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 -

RAJESH D.

Verified reviewer

Accounting

11-50 employees

Used monthly for more than 2 years

Review source

Reviewed April 2021

CA OFFICE AUTOMATION