CA OMS is the next-generation CA Office Management Software, developed especially for Chartered Accountants. CA OMS is complete software for Chartered Accountant firms, of all levels. It will help them; organize their tasks, clients, and transactions from a single window. – CA Office Management Software is comprehensive software, specifically designed to help, support and streamline the workings of the Chartered Accounts & their staff.

This Software has the distinct features in helping manage your clients & operational projects, tracking your staff’s activities, input-time & attendance, managing your expenses & invoices, alerting clients on their due dates, generating the relevant reports & analytics & sending it. Through CA OMS, you can monitor the workings of your staff, clients, transactions & attendance.

Employee Master

This software makes it easier to execute operations, track attendance, salaries, leaves, and answer employee’s queries with a few clicks on their smart device. Employees hereby feel well connected and on the same wave length with the management. For any organization, poor communication is a cause of dispute and lack of teamwork. Proper communication between the employee and employer keeps the entire team motivated. The CA OMS app has helped many users manage employees working remotely. It helps the employees know the project they are working on and its status. The platform also allows the employers to check the productivity of the workers and their timely deliverable.

CA OMS is an office management software and services tool used by businesses to track employees’ salaries and the hours devoted by each employee in the office. It is a handy tool that gives users complete control over how the workforce operates during working hours. In short, the CA OMS is not just a tool to help calculate taxes and payment dues but a productive tool for businesses who want to keep work well organized. The CA OMS software makes it easier to track down every project. It even makes it easier to assign work to employees without overburdening them with the work. This, in turn, helps keep them productive in the workspace.

Client Master

This software organizes your tasks, as per the priorities / requirements of your clients. This can go a long way in keeping your clients satisfied and thus, easier to retain them for a long period. It lets you fill details of each client and set timely reminders to complete tasks on hand, within the given time-frame. The software sends the users alerts of important on their smart devices. The alerts can be customized for invoices and tax filling. The software can also be used on a laptop and has a mobile version.

The software allows the users to characterize the details of each client as per their preference. For a CA, it might become difficult to remember tax filling details and other information. The software allows the user to store the information in a cloud storage system, so every due or invoice is paid on time, and any late fee payment penalty can be avoided.CA OMS app has helped thousands of tax consultants complete their work on time. Timely work deliveries help in improving the productivity of all. The software even helps the tax consultants to get back to their clients even after years of working with them. The CA OMS app stores the information safe till the user desires it.

Salary PL Report

Small businesses can make most out of the salary PL report generator feature of the app. The feature lets businesses calculate total salary due of each employee as per their respective working days. You can even use filters for customizing the salary of employees. It helps track down any issues that may have led to a delayed salary or a wrong calculation. Working with tens and hundreds of employees can make it difficult for any firm to ensure every employee gets paid on time. Companies that work remotely are more pressed under work and may miss paying salaries if they don’t use a tool to have it systemized. The traditional method of paying salary has now taken a tech turn that lets the employers feed in the working hours and days of the employee, and the software automatically calculates the amount payable to each employee.

Salary PL report allows the head management to track down the finance spend on paying the salary. This ensures proper working on an organization with a thorough check on all the finances. CA OMS also frees the users from calculating the salaries of employees on leave or working on a contract basis. This makes it even easier to concentrate better on work. Salary PL reports, in fact, can help keep employees happy with regular salaries

Important Links

Saving important links and securing passwords, usernames, and even the client’s financial details is a problem that CA OMS provides a solution to. CA OMS is a reliable application for storing important links, documents, and even password of businesses. The software stores link safely and never discloses passwords to third parties. The software allows the users to store all sensitive data in an encrypted cloud space securely. The information thus stored by the user stays in the cloud and is secured. Ensuring the safety and privacy of a client is the top priority of any financial.

With the CA OMS app, you can ensure secure data processing for operations such as tax filling, invoice generating, and more. The CA OMS app has proved itself a secure place to keep sensitive information. You can rely on it for storing links that might be of use in the future for filling in tax and legal documents.

Attendance

CA OMS lets you track attendance of your employees, logged by the hours, and more. It prevents you from over or under paying any employee.. Businesses can use CA OMS to track presence of each employee, total hours they worked and a lot more. It prevents you from over or underpaying any employee. Attendance is a process that takes much time to regulate to ensure everyone is coming to work on time and productively utilizing the workspace.

CA OMS frees employers from the burden of registering the check-in and out details of each employee with its tech-smart feature. Each employee on the CA OMS app can log in using an encrypted code. The attendance logged by each employee is safe and secure, which eliminates the chances of any fraudulent attendance attempts. Each employee gets paid for the work and timing logged in the software. This saves the firm from overpaying or underpaying the employees.

Expense Head

CA OMS lets you keep track of your expenses. You can easily manage and keep track of your money-flow. It makes it easier to cut down on your recurring costs. Expenses of any organization are tough to crack down. While working on a project, your team might be busy repairing the office and adding new accessories like ACs and coffee vending machines. You may find it difficult to keep a tab on all the expenses when you juggle between the projects.

Businesses use the CA OMS app to track their expenses and save money. You can ask your team to record the expenses in the tool under the ‘expense head.’ The feature is customizable as per your preference. You can set the tool to alert you when expenses exceed your budget. The tool will send you an alert whenever a new expense is recorded. You can always check back at the end of the day about how much you have spent. This saves your time and makes you more productive at work. You are better able to concentrate on work. Tracking down expenses is a great way to save money and cut down other expenditures that may cause future financial problems.

Workflow Head

Workflow head is where you can customize your headers, work, tasks, and categorize your projects for better and smoother operations. The software comes with a range of features that include ‘Workflow’ that lets you customize headers, work, tasks, and categorize projects for better smooth operations. The uses of the CA OMS like to have the work properly categorized for steady operations. A CA has many financial experts working with him. With the Workflow Head, tracking all projects and a lot of work within the team becomes easier.

As the name suggests, the ‘workflow head’ lets the users organize the work. The feature allows the owner to have better control over all the projects, so no deadline is missed. With a large number, if the team works on a hundred projects, it becomes difficult to remember everything. Timely work completion helps win clients and keep the team’s morale high. A well-organized work also helps an organization meet its annual goals. The CA OMS app allows the users to have better control over the projects, workflow, and team working on each project. With a simple click, you can learn about the entire details of a project, such as a date started, work status, client’s remarks, due date, payment, and other details. The software lets the user have control over the work being processed by the team meticulously.

Client PL Report

All dues, fees and payments related to report based on client’s date filters. This way you can see the overall incoming and outgoing of payments from each client or all clients based on your filter. This way, you can see e all the ins and outs of payments for one client and all clients based on your filter. Working with hundreds of clients at a time can make you forget to send invoices and project reports to some clients, which may leave them disgruntled. The client PL report feature of the CA OMS lets you better organize your work per the client’s requirements and keep them happy. Timely work reports and project status updates must keep the client returning.

The CA OMS app lets its users store all the details of the clients and their projects. You can set reminders and alerts to send reports to each client. The CA OMS software lets you better control the workflow by ensuring no client is disappointed. The client PL report also reminds you when you have to send invoices, a reminder to the client, schedule a meeting, and more. You can customize your preference for each project and client by setting a priority level. For instance, you can set alerts for projects of high priority over the less urgent ones.

Group PL report

CA OMS app makes it easier to track details of the clients, so they are easy to contact when needed. This software enables you to create a Group PL Report that lets you find, the total balance of Firms, PAN Cardholders and other clients. Firms in partnership or collaboration use the Group PL report. Storing their details can be tough as each firm has different financial reports, and a slight miscalculation in numbers or digits could lead to heavy losses for any firm. The CA OMS app ensures the financial details of the clients, as well as their respective firm details, are stored safely in the

cloud storage.

The information can be easily fetched from the cloud in the future or anytime when required. The details can also be used when filing any legal document. Businesses even use the tool to help prevent cyber scams and store patents, copyrights, and other useful information that may sometimes come in handy to safeguard the company’s reputation while working online. Group PL is a great way to keep work organized in a large team. Managers at different levels can extract the required information and complete the assigned tasks on time with this feature.

Balance Report

CA OMS is used by financial professionals, consultants, and experts to maintain a balance report of a company. The software has a preset program that makes it easy to enter the company’s debits, credits, expenses, and revenues. The figure thus entered by the user is automatically calculated by the software to create a formal balance report. Businesses issue a formal press report highlighting their balance report to attract investors. CA OMS saves time in preparing the balance report.

The Best CA Office Management Software is the one that lets the businesses customize the balance report to auto function quarterly, half-yearly, and annually. The balance report thus prepared by the software can be shared between the employees, management, and even with the press if needed. The CA OMS app has specifically been designed to take down the burden of organizations in managing finances, documents, projects, invoices, and attendance. The balance report thus generated by the software is accurate as per the preset formula. The feature saves companies time from generating the balance report, which is time-consuming when done manually. Besides, the software also ensures the balance report is free of errors. It is said to ‘err is human but to correct is to CA OMS.

Start Using Now

CA OMS lets you securely add Firm’s Details, Legal and Bank Information, and details of Partners. CA OMS lets you store the details of firms, banks, and partners securely. The software makes it easy to store all sensitive data in cloud storage securely. It can be secured with a password that is hard to crack. Businesses have already shifted to cloud storage compared to the traditional papers and files work. The CA OMS app uses the latest technology that ensures the details stored by the user in the application are encrypted. CA OMS is a tested, tried, and recommended tool by tax consultants and financial institutions. It is a must to try the software.