Simplify Audits. Serve Clients. Grow Revenue.

CAdesk enables Chartered Accountants to manage audits seamlessly, whether remotely or on-site. Automated scheduling, calendar sync, and multi-channel alerts reduce manual follow-ups and travel. With real-time tracking and built-in collaboration, CAs can handle queries, updates, and client interactions efficiently making audits transparent, organized, and fully compliant.

Common Challenges Faced by CA Firms

Missed deadlines due to manual scheduling or lack of reminders

Inconsistent communication between audit teams and clients

Difficulty in tracking audit progress and accountability

Delayed closures due to unresolved client queries

No centralized system to manage multiple audits across clients

How CA desk Solves It

Smart Scheduling & Multi-Channel Alerts

Plan audits with precision assign responsible team members, set timelines, and define scope. Calendar sync ensures important dates are never missed. Automated notifications via email, WhatsApp, and desktop alerts keep auditors and clients aligned without manual follow-ups.

Smart Scheduling

Calendar Sync

Automated Alerts

Track every audit as it progresses through a clearly defined workflow:

Every audit progresses through a clearly defined workflow:

Scheduled

Assigned and waiting to begin

In Progress

Currently under review

Completed

Audit process finished

Closed

Client queries resolved and verified

Both internal teams and clients can view real-time progress. This transparency minimizes unnecessary calls or messages and builds trust.

Seamless Query Resolution & Audit Closure

With CAdesk, auditors can raise queries directly within the platform, ensuring clients receive instant notifications and respond without the hassle of scattered emails or calls. Every interaction is logged for full transparency and easy reference. Once all tasks and queries are resolved, audits can be closed with a single click. All documents, checklists, and communications are securely stored, keeping the entire audit process organized, audit-ready, and effortlessly retrievable for compliance reviews.

Bonus Features That Make a Difference:

Role-Based Permissions

Control access so only authorized users can edit or close audits.

Activity Logs

Track who updated what, and when, for full accountability.

Document Versioning

Upload revised documents without losing the previous versions.

Recurring Audit Setup

Pre-schedule audits for recurring clients with auto-reminders every year.

Why Firms Love It:

No more missed audits or last-minute panic

Improves coordination between auditors and clients

Organized records for faster reporting and filing

Boosts internal accountability and audit accuracy