--- description: Review of CA Office Automation Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: CA Office Automation | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [CRM Software](/directory/4153/crm/software) > [CA Office Automation](/software/217732/ca-office-automation) # CA Office Automation Canonical: https://www.softwareadvice.co.nz/software/217732/ca-office-automation Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/217732/ca-office-automation?page=2) > CA Office Automation (CAOA) is a cloud-based SaaS platform designed specifically for Chartered Accountants (CAs), Certified Public Accountants (CPAs), accounting firms, and financial professionals. It provides an all-in-one practice management and office automation solution that helps firms streamline operations, improve efficiency, and manage clients more effectively. The platform integrates key functions such as client management, task tracking, document storage, billing, payroll, and reporting into a single unified system. This eliminates the need for multiple tools and allows CA and CPA firms to manage their entire workflow from one dashboard. Automated task allocation, reminders, and deadline tracking help reduce manual effort and ensure better compliance with time-sensitive accounting and audit work. A major strength of CAOA is its focus on automation and productivity. It enables CA and CPA firms to automate repetitive processes, improve workflow coordination, and maintain smooth communication between teams and clients. The centralized client management system keeps all interactions, documents, and service histories organized and easily accessible. CAOA also provides secure cloud-based document management, allowing firms to store, manage, and retrieve financial and legal records safely. Its payroll and accounting modules support end-to-end financial operations, including invoicing, salary processing, and compliance management, making it suitable for both small practices and large firms. With built-in AI capabilities, CAOA delivers intelligent insights and automation features that help CA and CPA firms make faster, data-driven decisions. The platform is scalable, secure, and designed to support growing practices with increasing operational complexity. Overall, CA Office Automation is a comprehensive solution for CA and CPA firms looking to modernize their practice through automation, AI, and integrated workflow management tools. > > Verdict: Rated **3.9/5** by 12 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.9/5** | 12 Reviews | | Ease of Use | 3.6/5 | Based on overall reviews | | Customer Support | 3.7/5 | Based on overall reviews | | Value for Money | 3.6/5 | Based on overall reviews | | Features | 3.6/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: CA OFFICE AUTOMATION ## Commercial Context - **Starting Price**: US$12.00 - **Pricing model**: Per User (Free version available) - **Pricing Details**: Visit for Price \& Purchase - CA office automation pricing - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: India, United States ## Features - API - Accounting - Accounting Integration - Accounts Payable - Activity Dashboard - Alerts/Notifications - Appointment Management - Approval Process Control - Approval Workflow - Audit Management - Audit Trail - Billing & Invoicing - Client Portal - Compliance Management - Configurable Workflow - Contact Management - Customisable Branding - Customisable Reports - Customisable Templates - Data Import/Export ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) ## Related Categories - [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) - [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software) - [Actuarial Software](https://www.softwareadvice.co.nz/directory/4334/accounting-practice-management/software) ## Alternatives 1. 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It is very helpful to manage office with minimum staff with reasonable cost. Also helpful to avoid invoice missing after task generation. ----- ### "Good experience with CAOA team, Very helpful and Professional approach with excellent outcome." — 5.0/5 > **Homi** | *15 April 2021* | Accounting | Recommendation rating: 10.0/10 > > **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. > > 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. ----- ### "Good Learning Experience in Task Management and Office Operations" — 5.0/5 > **VISHAL** | *20 May 2026* | Accounting | Recommendation rating: 2.0/10 > > **Pros**: The office maintained proper planning, timely task allocation, and smooth coordination, which helped improve productivity and work efficiency. It also helped me learn time management, responsibility handling, and professional discipline in day-to-day operations. > > **Cons**: One thing I liked least about CA Office Automation was that invoices were not generated in advance without proper task generation and planning. Sometimes, due to delays in task assignment or workflow coordination, invoice preparation and receipt management took more time than expected. This occasionally affected the smooth flow of day-to-day operations and created pressure during urgent work requirements. Better advance planning, automated reminders, and a more streamlined task generation system could improve efficiency and reduce delays. However, apart from this issue, the overall experience was good and helped me learn practical office management and professional working methods. > > My overall experience with CA Office Automation was very good. I gained valuable experience in task management, day-to-day office work, invoice preparation, and receipt handling. The work environment was organized and helped me improve my professional skills, time management, and understanding of office operations. ----- ### "Worst Experiance Ever" — 2.0/5 > **K Arun** | *27 April 2021* | Accounting | Recommendation rating: 0.0/10 > > **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. > > Very worst. Never wanted to recall that. ----- ### "AWESOME EXPERIENCE\!" — 5.0/5 > **MD** | *1 May 2021* | Accounting | Recommendation rating: 10.0/10 > > **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. > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/217732/ca-office-automation?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/217732/ca-office-automation) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data