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Software Features

Stunning with lots of features

The features of CA OMS Office Management software may vary depending on the specific software version and vendor, but some common features include:

Summary Overview

Dashboard

A central hub offering real-time insights into tasks, client activity, employee attendance, and transactions. Quickly view pending, in-progress, completed, and overdue tasks, along with categorized client data for smarter decision-making.

My Firm

Firm & Banking Details

Maintain your firm’s complete profile including address, registration, banking info, and partner details. Store and organize important documents like certificates and legal files for easy access.

Task Management

Daybook & Assignments

Streamline task assignment with Single, Bulk, and Multi Daybook modes. Easily filter tasks by employee, date, or status, and export data for analysis or reporting—ensuring team productivity and accountability.

Invoice Management

GST Invoicing

Generate GST-compliant invoices with automated calculations to minimize errors. Use filters to sort invoices by client, status, or date, and export them for accounting or compliance use.

Client Management

All Clients

Manage detailed client profiles categorized by service type (GST, IT, Audit, etc.). Store contact info, service records, and documents in one place with advanced search, filter, and export features.

Employee Management

HR Hub

Store employee details, track attendance, and manage salaries, reimbursements, and performance notes. Offers tools for HR reviews, payroll processing, and workforce analysis.

Credential Vault

Login & Digital Signature Tracker

Keep all important credentials and digital signatures securely stored. Includes expiry alerts to ensure timely renewals and uninterrupted access to portals and services.

Customization

Software Preferences

Customize workflows, user roles, expense heads, and client groups. Includes an action log to track every change, enhancing transparency and control.

Transaction Management

Financial Reports

Access detailed reports on finances and operations like Group/Client Balance Reports and Salary Reports. Use filters and export tools to prepare for audits and performance reviews.

Streamlined Operations

CA OMS streamlines operations with automation, document centralization, and collaboration tools. It enables task management, workflow automation, and real-time tracking for timely completion and proactive decision-making. Task Management: Assign and track tasks, ensuring timely completion and accountability. Workflow Automation: Streamline workflows by automating manual processes and approvals. Real-Time Tracking: CA OMS enables real-time task tracking, proactive decision-making, and efficient resource allocation. It streamlines operations, improves productivity, and enhances office management efficiency.

Process Automation: Automate repetitive tasks, saving time and reducing errors.

Centralized Document Storage: Store and access files in a centralized location for easy retrieval and collaboration.

Task Management: Assign and track tasks, ensuring timely completion and accountability.

Workflow Automation: Streamline workflows by automating manual processes and approvals.

Integration Image

Accounting equation is based on Dual concept of Book-keeping.

CA OMS ensures accurate financial management by balancing assets, liabilities, and equity. It provides a comprehensive view of an organization's financial position, enabling effective tracking, analysis, and informed decision-making.


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Efficient Collaboration

CA OMS promotes seamless collaboration in office environments with shared calendars, task management, and real-time communication. It drives productivity, fosters innovation, and enhances office management outcomes.

Shared Calendars: Team members can coordinate schedules, plan meetings, and track important dates in a centralized calendar.

Task Management: CA OMS allows for seamless task assignment, tracking, and collaboration, ensuring everyone stays on top of their responsibilities.

Document Sharing: The software provides a secure platform for sharing and collaborating on files, fostering efficient teamwork and streamlined document management. With these collaboration features, CA OMS promotes efficient communication, coordination, and productivity within office environments.

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Increased Productivity

CA Office Management Software (CA OMS) significantly boosts productivity within office environments. With features like task management, workflow automation, and real-time tracking, CA OMS streamlines operations and eliminates time-consuming manual processes. By centralizing data, facilitating collaboration, and providing efficient tools, CA OMS enables teams to work more efficiently and effectively. This leads to increased productivity, improved task completion rates, and overall enhanced performance within the office environment.


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Choose your pricing

CA Office Management Software (CA OMS) offers flexible pricing options, allowing organizations to choose a plan that suits their needs and budget. With customizable pricing, users can select the features and functionalities they require, ensuring cost-effectiveness. Whether it's a monthly subscription or a one-time payment, CA OMS provides transparent pricing models that enable organizations to optimize their investment. This empowers businesses to access the benefits of CA OMS while aligning with their financial goals and resources.

Billed Quarterly

₹8,693/ Quarterly

₹6,693/Quarterly

+ 18% GST
  •   Dashboard
  •   Firm Information Management
  •   2 Users (Admin & Employee)
  •   Daybook Task Management
  •   Invoice Management (GST Invoice)
  •   Client Master
  •   Leads Management
  •   Digital Signature Management
  •   HR Management
    • Attendance Management
    • Employee Management
    • Salary Management
    • Expense Management
    • Office Notes
  •   Password Manager
  •   System Settings
    • Customised Task Categories
    • Action Log
    • System Error Log
  •   Report Management
    • Group Balance Report
    • Balance Report
    • Salary PL Report
  •   Documents Management
  •   Billing & Technical Support

  • Important Feature
    Client Login Portal

    Please discuss with our Sales Manager

    *199/ Per User/ Monthly


Get Started Now

Billed Half Yearly

₹9,287/ Half Yearly

₹7,287/Half Yearly

+ 18% GST
  •   Dashboard
  •   Firm Information Management
  •   2 Users (Admin & Employee)
  •   Daybook Task Management
  •   Invoice Management (GST Invoice)
  •   Client Master
  •   Leads Management
  •   Digital Signature Management
  •   HR Management
    • Attendance Management
    • Employee Management
    • Salary Management
    • Expense Management
    • Office Notes
  •   Password Manager
  •   System Settings
    • Customised Task Categories
    • Action Log
    • System Error Log
  •   Report Management
    • Group Balance Report
    • Balance Report
    • Salary PL Report
  •   Documents Management
  •   Billing & Technical Support

  • Important Feature
    Client Login Portal

    Please discuss with our Sales Manager

    *149/ Per User/ Monthly


Get Started Now

Billed Yearly

₹10,595/ Yearly

₹8,595/Yearly

+ 18% GST
  •   Dashboard
  •   Firm Information Management
  •   2 Users (Admin & Employee)
  •   Daybook Task Management
  •   Invoice Management (GST Invoice)
  •   Client Master
  •   Leads Management
  •   Digital Signature Management
  •   HR Management
    • Attendance Management
    • Employee Management
    • Salary Management
    • Expense Management
    • Office Notes
  •   Password Manager
  •   System Settings
    • Customised Task Categories
    • Action Log
    • System Error Log
  •   Report Management
    • Group Balance Report
    • Balance Report
    • Salary PL Report
  •   Documents Management
  •   Billing & Technical Support

  • Important Feature
    Client Login Portal

    Please discuss with our Sales Manager

    *129/ Per User/ Monthly


Get Started Now

Some of common questions.

CA Office Management Software (CA OMS) addresses common questions users may have, providing clarity and support. It offers a comprehensive FAQ section that covers topics like software functionality, pricing, data security, and technical support. With easily accessible answers to common queries, CA OMS ensures users can quickly find the information they need, empowering them to make informed decisions and maximize their experience with the software.

CA OMS Office Management Software is a comprehensive software solution that streamlines office operations. It offers features such as task management, document storage, client management, and reporting tools. CA OMS enhances efficiency, communication, and collaboration within office environments, enabling organizations to optimize productivity and achieve successful outcomes.

CA OMS Office Management Software is designed for organizations of all sizes and industries that aim to streamline their office operations. It caters to businesses seeking efficient task management, document storage, client management, and reporting capabilities. Whether it's a small startup or a large enterprise, CA OMS offers tools to enhance productivity and streamline office management processes.

The key features of CA OMS Office Management Software include task management for efficient workflow, document storage for centralized file management, client management for effective customer relationships, reporting tools for data analysis, and customization options to tailor the software to specific needs. These features enhance productivity and streamline office operations.

Yes, CA OMS Office Management Software provides a free trial period for users to try out the software before making a purchase. During the trial, organizations can explore the various features and functionalities, assess its suitability for their needs, and evaluate its effectiveness in streamlining office management. This trial allows users to make an informed decision about investing in the full version of CA OMS.

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