The Operating System for Chartered Accountants
Your CA Firm Deserves More Than Disconnected Tools.
Bring your people, clients, assignments, workflows, and daily operations together in one organized workspace. CAOS helps Chartered Accountant firms improve coordination, bring clarity to everyday work, and gain better visibility into how their practice operates.
One connected workspace for your entire CA practice.
- Connected firm operations
- Clear work visibility
- Organized team coordination
- Structured approvals and workflows
Product screenshot with sample data.
Managing the Firm Shouldn't Be Another Full-Time Job.
Running a CA firm means coordinating people, clients, deadlines, assignments, approvals, and administrative responsibilities. When these activities are spread across disconnected tools and manual processes, it becomes harder to understand what's happening across the firm. CAOS brings operational information and workflows into a more organized working environment.
- Work is tracked in one place, and updates are chased in another.
- It is hard to see who is responsible for what, and by when.
- Approvals and requests get lost between messages and spreadsheets.
Everything Works Better When Your Firm Works Together.
CAOS centralizes the operational activities of your practice so people, clients and work stay connected.
Organized Work
Assignments, deadlines and responsibilities live in one place instead of scattered across tools.
Connected Teams
Partners, managers and staff work from the same view of what is being done and by whom.
Better Visibility
See what is pending, overdue or awaiting a decision without chasing people for updates.
Structured Operations
Requests, approvals and everyday administration follow clear, repeatable workflows.
The Tools Your CA Firm Needs to Work in Sync.
Client Management
Keep client information organized and accessible to authorized team members.
Task & Work Management
Organize assignments, allocate responsibilities, monitor progress, and keep deadlines visible.
Compliance Work Tracking
Organize compliance-related assignments, monitor deadlines, and track outstanding work.
Employee & Team Management
Organize employee information, team responsibilities, and workforce administration.
Attendance & Leave
Manage attendance records, leave requests, and related administrative workflows.
Approvals & Requests
Bring requests and pending decisions into structured approval workflows.
Reports & Operational Insights
Present useful information about work status, outstanding activities, and team operations.
Settings & Access Management
Organize system settings, user access, and role-based permissions.
Audit Logs & Activity History
Maintain visibility into recorded system activities and relevant changes.
AI Assistant
Provide an AI-assisted experience within the CAOS workspace.
Everyone Gets the Visibility They Need.
Partners & Firm Owners
Gain a clearer view of firm operations, outstanding work, team activity, and important pending decisions.
Managers & Team Leaders
Coordinate assignments, monitor progress, identify delays, and manage relevant approval workflows.
Employees
Understand assigned responsibilities, access relevant information, and keep track of work and requests.
Administrators
Manage users, access permissions, settings, and administrative activities.
Spend Less Time Coordinating Work. More Time Moving It Forward.
Know What Needs Attention
Overdue work and pending items surface where you will see them.
Make Responsibilities Clear
Every assignment has an owner, a status and a due date.
Improve Coordination
Teams stop relying on messages and spreadsheets to stay aligned.
Support Better Decisions
Current information about work and people sits behind each decision.
Create More Structured Processes
Approvals and requests follow a defined path.
The Right Information for the Right People.
CA firms handle important client and employee information. Access and accountability therefore matter. CAOS supports an organized approach to user roles, permissions, and recorded system activities through its available access-control and audit features.
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Make Your CA Firm Easier to Manage.
Bring your team, work, and operational processes into a more connected workspace. Discover how CAOS can support the way your firm works.