Stay connected with clients through built-in WhatsApp and in-app messaging all in one place.
Secure, searchable document storage linked to each client and task no more hunting for files.
Streamline your GST workflow with automatic data imports, mismatch detection, and one-click filing.
Track time, auto-generate invoices, and get paid faster with integrated payment solutions.
Key Features
CAdesk streamlines your accounting tasks by automating GST reconciliation, client follow-ups via WhatsApp, and document management in a centralized platform. Stay organized, meet deadlines effortlessly, and secure client data with enterprise-level security. Focus on growing your business while CAdesk takes care of the rest!
Under Indian tax laws, authorities can request access to financial records from 6 - 8 years. Handling data manually
can lead to mistakes, data loss, and delays during audits.
Automatically store historical financial records in the cloud safe, organized, and always accessible.
Quickly search and access records from past years, reducing stress during government audits or notice periods.
Ensure full compliance with Indian tax regulations without relying on manual systems or scattered documentation.
Seamlessly fetch GSTR-2A/2B from the GST portal and purchase or sales data from Tally or other accounting software . No manual work data syncs in real-time for accurate, hassle-free processing.
Quickly match entries with a single click. Instantly detect mismatches, missing invoices, and filing delays all in one organized dashboard.
Maintain period-wise reconciliation history for each client. Download and share detailed reports instantly whenever needed, from wherever you are.
Connect with clients instantly via WhatsApp from within CAdesk. All messages are tracked no more missed updates or app switching.
Files shared by clients on WhatsApp are automatically saved in CAdesk, organized by client, service, and financial year.
CAdesk sends timely WhatsApp reminders to clients for upcoming deadlines reducing follow-ups and improving compliance.
Create a branded website without coding. Add your services, contact details, and go live using ready-made templates.
Share your website easily on WhatsApp, Facebook, Instagram, and email to reach more people and grow your practice.
Manage the full client journey with automated follow-ups via WhatsApp, email, and calls all in one organized workflow.
Create recurring audit schedules, assign team members, and track timelines all synced to your calendar, so nothing is missed.
Manage client files, auditor notes, and raised queries in a centralized panel making every audit phase easy to access, update, and close.
Visual dashboards show where each audit stands scheduled, ongoing, or completed so both your team and your clients stay informed in real time.
Quickly assign tasks to your entire team from any location and monitor progress in real time. With centralized visibility, managers stay in control whether in the office or on the go.
Set clear deadlines and let CAdesk automatically map each task to the relevant team member based on role, responsibility, or client assignment ensuring nothing slips through the cracks.
Convert client service requests into auto-generated tasks linked directly to client profiles, giving your team full context and a seamless way to deliver on time.
Frequently Asked Questions
CAdesk is a cloud-based AI platform that is mainly designed for Chartered Accountants and other accounting practitioners, allowing them to work anytime, anywhere. Its automated system ensures error-free operations, with key features including GST reconciliation, audit-ready reports, automatic email reminders, and organized file management for secure data storage.
CAdesk helps with GST reconciliation, which is one of the biggest time-consuming tasks for CAs. It quickly matches data fetched from the GST portal with Tally or other accounting software data and gives you an accurate, ready-to-download GST report instantly.
Yes, you can easily communicate with clients through CAdesk, as it is integrated with WhatsApp, allowing you to chat. Clients receive automatic email and message reminders for upcoming deadlines and pending payments.
Absolutely! Your data is safe and secure with CAdesk, hosted on AWS Cloud Servers for reliable performance and top-tier security. You can access it anytime, anywhere. We also provide easy permission controls, allowing you to manage who can access the data by setting permissions for your employees.
Yes, you, your clients, and your employees can access CAdesk anytime, anywhere, with ease and convenience.
As you know, CAdesk is free for you. We charge your clients based on their storage:
Single User: 1 User, 5 GB - ₹499 / Year
Definitely! CAdesk is highly beneficial for solo practitioners, helping manage all administrative tasks, follow-ups, and automated email reminders for deadlines and dues. We also offer comprehensive business incorporation services, including company registration, legal document drafting, and assistance with all necessary compliance requirements.
Not at all! The platform is very easy to use and doesn't require any technical knowledge. It is designed to be intuitive and user-friendly, requiring no technical knowledge to operate.
Yes, we offer onboarding support and data migration assistance to help you transition smoothly from your current system to CAdesk.
Yes, we provide a risk-free trial, enabling you to fully explore the features of CAdesk before making a commitment.
Talk to our team to know more about CAdesk and how it can streamline your operations.
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