--- description: Review of CA Office Automation Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: CA Office Automation | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Accounting Software](/directory/4220/accounting/software) > [CA Office Automation](/software/217732/ca-office-automation) # CA Office Automation Canonical: https://www.softwareadvice.co.uk/software/217732/ca-office-automation Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/217732/ca-office-automation?page=2) > 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. > > Verdict: Rated **3.7/5** by 10 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.7/5** | 10 Reviews | | Ease of Use | 3.3/5 | Based on overall reviews | | Customer Support | 3.4/5 | Based on overall reviews | | Value for Money | 3.4/5 | Based on overall reviews | | Features | 3.3/5 | Based on overall reviews | | Recommendation percentage | 60% | (6/10 Likelihood to recommend) | ## About the vendor - **Company**: CA OFFICE AUTOMATION ## Commercial Context - **Starting Price**: US$25.00 - **Pricing model**: Per User (Free version available) (Free Trial) - **Pricing Details**: Visit for Price \& Purchase - http://www.caofficeautomation.com/pricing.html - **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 - Accounting - Activity Dashboard - Alerts/Notifications - Appointment Management - Approval Process Control - Approval Workflow - Billing & Invoicing - Client Management - Client Portal - Configurable Workflow - Customisable Branding - Customisable Reports - Customisable Templates - Data Import/Export - Data Security - Document Management - Document Storage - Due Date Tracking - Electronic Payments - Email Management ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Accounting Software](https://www.softwareadvice.co.uk/directory/4220/accounting/software) ## Related Categories - [Accounting Software](https://www.softwareadvice.co.uk/directory/4220/accounting/software) - [Actuarial Software](https://www.softwareadvice.co.uk/directory/4334/accounting-practice-management/software) ## Alternatives 1. [QuickBooks Enterprise](https://www.softwareadvice.co.uk/software/49801/qb-enterprise) — 4.5/5 (20613 reviews) 2. [Xero](https://www.softwareadvice.co.uk/software/2976/xero) — 4.4/5 (3273 reviews) 3. [TaxDome](https://www.softwareadvice.co.uk/software/335839/taxdome) — 4.7/5 (3578 reviews) 4. [NetSuite](https://www.softwareadvice.co.uk/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews) 5. [Sage Accounting](https://www.softwareadvice.co.uk/software/190564/sage-business-cloud-accounting) — 4.1/5 (571 reviews) ## Reviews ### "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. ----- ### "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. ----- ### "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. ----- ### "Very happy with CAOA" — 5.0/5 > **Iqbal** | *22 April 2021* | Accounting | Recommendation rating: 10.0/10 > > **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. > > Very happy. ----- ### "IMPACTFUL PRODUCT" — 4.0/5 > **MANISH** | *28 April 2021* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: TIMESHEET FUNCTION IS IMPACTFUL. DOCUMENT MANAGEMENT FEATURE IS ALSO GOOD. > > **Cons**: I THINK IMPROVEMENT CAN BE MADE ON DASHBOARD > > I AM WORKING WITH CA OFFICE AUTOMATION SINCE 6 YEARS NOW. VERY HAPPY. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/217732/ca-office-automation?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/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