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CA Office Management Software

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CA OMSCA Office Management Software

Welcome to CA OMS, the next-generation Office Management Software developed specifically for Chartered Accountants and accounting professionals. From managing clients and employees to generating reports and invoices, CA OMS offers a complete suite of tools to simplify and automate your daily office operations.

Why Choose CA OMS for Your Firm?

With CA OMS, you can streamline workflows, manage financial data, track attendance, and handle HR tasks — all from a single dashboard. Designed to meet the needs of CA firms, consultants, and small to mid-sized offices, CA OMS empowers you with real-time insights, efficiency, and compliance.

Our Key Features:

Firm Information Management

Securely store and manage details of your firm including legal, banking, and partner information. Keep everything organized in one place for easy access.

Dashboard & User Roles

Intuitive dashboard with role-based access for Admin and Employees. Monitor all office operations with a simple and interactive interface.

Daybook & Task Management

Plan, assign, and track tasks with ease. Organize daybook entries, deadlines, and priorities to ensure smooth workflow and productivity.

Invoice Management (GST Ready)

Generate and manage GST-compliant invoices effortlessly. Keep track of billing, payments, and outstanding dues with professional invoicing tools.

Client & Lead Management

Manage client records, communication, and leads in one place. Set reminders, track progress, and ensure timely client service to boost retention and conversions.

HR & Employee Management

Maintain a complete database of employees including attendance, salary, leaves, and performance. Centralized management for HR operations to keep your team connected.

Attendance & Salary Reports

Track employee attendance with accuracy and generate salary PL reports between custom dates. Ensure transparency and efficiency in payroll processing.

Expense Management

Categorize expenses into heads, monitor money flow, and analyze spending patterns. Reduce costs and make informed financial decisions with real-time tracking.

Document & Digital Signature Management

Securely store, manage, and access client and firm documents. Handle digital signatures safely and efficiently to maintain compliance and confidentiality.

Advanced Report Management

Generate detailed reports including Balance Reports, Group PL Reports, Salary PL Reports, and Client PL Reports. Get real-time financial insights for smarter decision-making.

Workflow & System Logs

Customize workflow headers, categorize projects, and maintain error/action logs. Improve efficiency and keep track of all system activities securely.

Why Choose CA OMS?

Built for Chartered Accountants

Unlike generic tools, CA OMS is crafted to meet the exact needs of CA firms. From compliance to client management, everything is designed for accounting professionals.

Customization & Flexibility

Flexible and customizable modules ensure the software adapts to your office needs. Personalize categories, reports, and workflows for maximum productivity.

Data Security

Keep your client and firm data safe with enterprise-level security features including encrypted password management and secure document storage.

Dedicated Support

Our team provides billing and technical support to ensure uninterrupted usage. Get timely help and keep your operations running smoothly.

Ready to streamline your Chartered Accountant office operations? Start using CA OMS today and experience a smarter way to manage clients, employees, tasks, and finances. Contact us for a free demo and take your office management to the next level.

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