Recurring tasks: Set filing schedules once — GST, TDS, ROC, audit — and let CA OMS auto-assign them each period.
Replace spreadsheets, WhatsApp chains, and disconnected tools. CA OMS centralizes client management, task tracking, GST billing, HR, reports, and client document exchange — built specifically for how Indian CA firms operate.
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.
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.
Daybook & Assignments
Assign, automate, and track recurring compliance work across your entire team. Single, bulk, and multi-daybook modes with deadline tracking and real-time status visibility.
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.
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.
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.
HR Hub
Store employee details, track attendance, and manage salaries, reimbursements, and performance notes. Offers tools for HR reviews, payroll processing, and workforce analysis.
Digital Signature & Password Vault
Store all DSCs and portal credentials securely. Automatic expiry alerts ensure digital signatures are renewed before they lapse — preventing last-minute filing disruptions.
Software Preferences
Customize workflows, user roles, expense heads, and client groups. Includes an action log to track every change, enhancing transparency and control.
Client Balance, Salary P&L & Operational Reports
Group/client balance reports, salary P&L, AR visibility, and collections tracking — all exportable. Know exactly where your firm stands without chasing spreadsheets.
Set GST return reminders, TDS filing deadlines, and audit cycles once — CA OMS assigns and tracks them automatically every period. No manual re-entry, no missed deadlines.
Recurring tasks: Set filing schedules once — GST, TDS, ROC, audit — and let CA OMS auto-assign them each period.
Bulk assignment: Assign work to multiple team members in one action — no individual task creation for every client.
Due-date tracking: Dashboard shows overdue, in-progress, and completed tasks across every client and team member in real time.
Workflow automation: Automate approval flows and routine processes — reduce errors and save hours of manual coordination every week.
Every CA firm has unique workflows. CA OMS is configurable out of the box — custom workflows, role permissions, client groups, and expense heads. For firms with specific needs, our team also handles data migration and integration with your existing tools.
We customize workflows to match your firm's specific processes, ensuring CA OMS adapts to your operations rather than the other way around. From client onboarding to invoice approval cycles.
Seamless data migration from your existing systems to CA OMS. We integrate with your banking platforms, accounting software, and third-party tools for unified operations.
Need specialized modules or custom features? Our developers build bespoke solutions including custom reporting, advanced analytics, and specialized tools tailored to your niche services.
Expert implementation support ensures smooth rollout. We provide comprehensive training for your team, ensuring rapid adoption and maximum ROI from day one.
Have specific requirements? Let's discuss how we can customize CA OMS for your firm.
Schedule Customization ConsultationStop exchanging documents over WhatsApp and email. Clients get their own secure login to upload files to your firm and receive documents from you — tracked, organized, and always accessible.
Clients upload documents directly to your firm — no more chasing via WhatsApp.
Download files, access invoices, and track requests — all in one secure place.
You control what each client can see — complete access management.
Send client reminders, filing follow-ups, and payment nudges via WhatsApp and email — directly from CA OMS. Templates, delivery logs, and credit management included.
WhatsApp reminders: Send bulk client reminders for GST deadlines, document submissions, and payment dues — with templates and delivery logs.
Email broadcast: Templated bulk emails to clients — announcements, reminders, or follow-ups — with send history and tracking.
Office notes & task comments: Internal team communication tied directly to tasks and clients — everything in context, nothing lost.
CA firms that move to CA OMS consistently report the same outcomes: fewer missed deadlines, better collections visibility, and a team that finally knows what to do each day — without being told over WhatsApp.
"Earlier we tracked everything on WhatsApp groups and Excel. Now the team knows exactly what to do each day and clients upload documents directly. The DSC expiry alert saved us twice already."
"GST invoicing and client balance reports made our billing 10x faster. We stopped chasing payments by phone — the AR is visible on the dashboard every morning."
"The WhatsApp reminders for filing deadlines alone justify the subscription. Clients respond faster and we have fewer last-minute calls. Our team productivity has improved noticeably."
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.
Join the growing community of accountants scaling their practice with CA OMS
Average User Rating
Saved Per Month
on operational tasks
Average Client Increase
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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 Demo 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.
CA OMS offers flexible pricing plans tailored to firm size and needs. Plans include Starter, Professional, and Enterprise options. Each plan includes core features with varying user seats, storage, and support levels. Contact our sales team for custom quotes and volume discounts.
Yes, CA OMS is fully compliant with GST, TDS, Income Tax, and other Indian regulatory requirements. The software is regularly updated to reflect changes in tax laws and accounting standards to ensure your firm remains compliant.
Data security is our top priority. CA OMS uses bank-grade encryption, 256-bit SSL certificates, and multi-factor authentication. Regular security audits and compliance with GDPR/CCPA standards ensure your client data and financial information are protected against unauthorized access.
Yes, CA OMS integrates with popular accounting software, banking platforms, GST portals, and payment gateways. We offer APIs for custom integrations and bespoke development to connect with your existing tools and workflows.
Implementation timeline depends on your firm's size and complexity. Basic setup takes 1-2 weeks. Full implementation with data migration, custom workflows, and team training typically takes 4-8 weeks. Our implementation team provides end-to-end support.
We offer comprehensive training including live webinars, video tutorials, detailed documentation, and one-on-one sessions. Our 24/7 support team is available via chat, email, and phone. Premium plans include dedicated account managers.
Absolutely! CA OMS is highly customizable. You can create custom workflows, user roles, process templates, and automation rules. Our team can also develop bespoke modules for specialized requirements or niche services.
No — CA OMS works alongside Tally. It handles practice operations (client management, tasks, HR, invoicing to clients) while Tally handles firm accounting. Many firms run both together.
Clients get a separate login to upload documents to your firm and receive files from you — securely, without email attachments. You control what each client can access.
Yes. Set GST return deadlines, TDS filings, ROC compliance, and audit cycles once — CA OMS assigns and tracks them automatically each period. No manual re-entry needed.
Yes. CA OMS includes built-in WhatsApp communication with templates, bulk reminders, delivery logs, and credit management. Send filing deadline reminders and payment nudges directly from the platform.
CA OMS has role-based access control. Partners, managers, and staff see only what they need. Every action is logged — who changed what, when — for complete governance and accountability.
Yes. CA OMS includes GST-compliant invoicing with automated calculations. Filter invoices by client or status, and export them for accounting or compliance use.
Yes. The CA OMS team handles data migration from your current tools — Excel, spreadsheets, or other software — as part of the onboarding process.
CA OMS uses JWT-secured sessions, encrypted local storage, and a complete action log on all user activity. Subscription/trial expiry enforces automatic logout. Your data stays yours.
After 7 days you choose a plan — quarterly, half-yearly, or yearly. Your data is preserved. If you don't continue, you have 30 days to export everything in standard formats.
Most firms are operational within a day. The CA OMS team provides implementation support and comprehensive training for your entire team to ensure fast adoption.
Bring clients, compliance, billing, documents, communication, and workflows into one centralized system. 500+ CA firms across India have already made the switch.
Start free trial — 7 days, no credit card