Product details

CA Office Automation

An all-in-one system for document, client, project, tax, claims, expenses, finance, HRMS, CRM, and reporting management.

CA Office Automation

Office automation designed for CA practice workflows.

CA Office Automation centralizes client records, document management, project tasks, tax audit, GST management, EC claims, expenses, finance, accounting, HRMS, CRM, and analytics.

Client & documents

Manage documents, clients, projects, tasks, approvals, and internal workflows.

Tax & claims

Track GST, tax audit, EC claims, expenses, finance, and accounting activities.

Reporting

Improve visibility with HRMS, CRM, reporting, analytics, and team accountability.

Product capabilities

CA office work in one connected system.

Who is it for?

Chartered accountant offices and consulting firms managing clients, documents, projects, GST, tax, claims, and teams.

What does it improve?

Task visibility, document control, client tracking, compliance workflows, and reporting.

What can be configured?

Client categories, document flows, task stages, user roles, reports, and reminder structures.

Want to automate your CA office workflows?

Talk to an Expert
⌃⌃