Because Your Clients Live on WhatsApp Now Your ERP Does Too

Clients prefer using WhatsApp, but for Chartered Accountants, managing financial documents across multiple staff phones can be chaotic and risky. CAdesk centralizes all WhatsApp communication through a single portal, keeping messages and files secure, organized, and instantly accessible anytime, anywhere.

Smooth Communication

Clients continue using WhatsApp, while your team manages all messages and workflows securely from CAdesk. No more juggling multiple devices or apps everything is centralized, allowing your team to collaborate efficiently and respond promptly to client queries.

Effortless File Sharing

All client-sent documents are automatically stored in their dedicated “Wdoc” folder, organized by client and service type. CAs can also send invoices, reports, or other files directly from the portal, making document management simple, structured, and easily retrievable.

Instant Notifications & Reminders

CAdesk sends timely alerts for approvals, dues, or required actions. Staff and CAs receive real-time notifications, ensuring clients stay informed and responsive, while your team avoids missed deadlines or repeated follow-ups.

Role-Based Access

Assign chats and files to specific employees with role-based permissions. Sensitive financial data stays protected, while staff get exactly the access they need to complete their tasks efficiently maintaining security without slowing down workflows.

Why It Matters

Clients stay in their comfort zone WhatsApp

You stay in control with structured, centralized data

Team productivity improves no toggling between apps

Critical messages are never lost or forgotten