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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Enhance the efficiency of your operations, resources, clientele, communication, and financial accounts by leveraging cutting-edge technology to maximize your productivity and investment returns. Implement automation for your workflows, oversight systems, procedural checkpoints, and alerts. Activate automated functions at every level of detail. CA Office Automation's top-tier Bank-Grade SSL, state-of-the-art security features, and Microsoft Azure-Dedicated Server ensure robust protection for the sensitive data entrusted by your clients. The CA Office Automation software serves as a forward-thinking work platform tailored for CPAs, CAs, and accounting service providers. As a Software as a Service (SaaS) offering, CAOA utilizes the latest advancements in web and mobile technology to deliver significant advantages to its users. Over 8,000 accounting professionals worldwide have placed their trust in the CAOA platform, highlighting its reliability and effectiveness. This extensive user base reflects the software's growing reputation in the accounting industry.

Description

FinKoper CRM is designed for Accounting firms. Features: Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers. Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant. Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window. Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload. Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

1C:Enterprise No 
Gmail No 
Mail.ru No 
Microsoft Azure Yes 
Telegram No 
WhatsApp No 
Yandex Disk No 
Yandex Mail No 

Integrations

1C:Enterprise Yes 
Gmail Yes 
Mail.ru Yes 
Microsoft Azure No 
Telegram Yes 
WhatsApp Yes 
Yandex Disk Yes 
Yandex Mail Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

€5/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

CA Office Automation

Founded

2010

Website

www.caofficeautomation.com

Vendor Details

Company Name

Alfa Solution spol. s.r.o.

Founded

2022

Country

Czech Republic

Website

www.finkoper.com

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms No 
Project Management No 
Staff Management No 
Time Tracking No 

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Product Features

Accounting Practice Management

Approval Workflow No 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal No 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms No 
Project Management No 
Staff Management Yes 
Time Tracking Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management No 

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