Practice Management Software

CAOMS

Small CA Firms & Tax Practitioners looking for basic task & GST invoicing

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About CAOMS

What is CAOMS?

CA OMS is a CA practice management software for Indian CA firms that aims to replace WhatsApp groups, scattered Excel sheets and memory with one centralised platform. It manages tasks, clients, billing and compliance through six integrated modules, so a firm's team stops switching between apps and focuses on closing deadlines. Firms can create GST return, ITR, audit and MCA filing tasks one at a time or in bulk across the entire client list and track every deadline from one screen. CA OMS also includes GST billing, a secure client portal, team and HR management, document management, and automated WhatsApp messaging. The vendor says it is trusted by more than 500 CA firms, can take a firm live within 48 hours, and offers a free seven-day trial with no credit card plus a free demo.

Who is CAOMS for?

CA OMS is for Indian CA firms that currently run work through WhatsApp groups, Excel sheets and memory and want a single system for tasks, clients and billing.

What type of software is CAOMS?

CAOMS is listed under Practice Management Software.

What are CAOMS's core capabilities?

CA OMS has six tightly integrated modules. Task management lets firms create single or bulk tasks for GST returns, ITR, audit and MCA filings across all clients and track every deadline from one screen. GST billing and invoicing raises GST-compliant invoices in seconds, sends automatic payment reminders and reconciles receipts. A client portal gives every client a secure login to upload documents, view task progress and download reports, reducing document chasing on WhatsApp. Team and HR management tracks staff attendance, assigns roles and permissions, and monitors individual productivity. Document management stores, tags and retrieves client documents with version control, access permissions and audit trails. WhatsApp automation sends auto-triggered messages for due dates, pending documents, payment reminders and compliance alerts. The vendor also offers a 60-second practice diagnostic and a guided go-live within 48 hours.

  • Traditional office task management with client directory
  • Basic recurring compliance calendar

Answers above are based on CAOMS's website, read on 6 Oct 2026.

Free trial
Demo Available
Deployment
Cloud SaaS / On-Premise
Mobile app
No
Platforms
Windows, Web Browser
Notice sync
No
DSC tracking
No
WhatsApp bot
No
Proposals & e-sign
No

Who makes CAOMS?

CAOMS is built by Nowgray IT Services Private Limited, incorporated in 2018 and headquartered in Lucknow, with a 51-200 person team per LinkedIn. The same company also builds several other SaaS products (CRM, invoicing, and hospital-management tools) alongside custom software engineering services.

What CAs are saying about CAOMS

CAOMS has no reviews on SoftwaresForCA yet.

Wider market feedback

Straightforward utility for smaller practices; limited advanced analytics.

Editorial summary of public sources — see Sources below.

Read all reviews → · Write a review

Screenshots

Key features

  • ✓Task Management
  • ✓Billing Management
  • ✓Expense
  • ✓Razorpay Integration
  • ✓Document Management
  • ✓Lead & CRM
  • ✓Whatsapp Integration
  • ✓Email Integration
  • ✓Communication
  • ✓Calendar
  • ✓Live Activity
  • ✓Timesheet
  • ✓Reports
  • ✓Document Inward/Outward
  • ✓Geo Location based Attendance
  • ✓GST Return Tracker
  • ✓IT Return Tracker
  • ✓Notice Management
  • ✓Android
  • ✓IOS
  • ✓Advanced Analytics
  • ✓256 - Encryption
  • ✓Client Portal
  • ✓Role-based permissions
  • ✓Free Trial
Show 13 more items (not supported or not yet verified)
  • ✕Client Grouping
  • ✕Kanban Board
  • ✕Accounting
  • ✕Tally Integration
  • ✕Zoho Integration
  • ✕Multi-firm
  • ✕UDIN Tracking
  • ✕TDS Return Tracker
  • ✕Agentic Workflows
  • ✕Sprint Planner
  • ✕Proposal Management Software
  • ✕Visitor Management
  • ✕Zero Implementation Fee — No (₹3,499)
Year of Launch
2026
Client Management
Unlimited

Pricing

Published pricing
  • ₹150 – ₹300 / user / month

From the vendor's published pricing as of 19 Aug 2026. Confirm current prices with the vendor.

Limitations to know

Basic office workflow tool; no portal automation.

  • Basic manual entry for hearing dates and notice tracking; no automated portal notice crawlers.
  • No native generative AI capabilities.

Sources

https://www.ca-oms.inYouTube: Official CAOMS Walkthroughs