Your CA Practice, Organized.
Your Workday, Simplified.
Manage clients, automate compliance tracking, organize tasks and streamline your accounting practice — all from one connected platform.
High-Impact Capabilities.
Zero Operational Clutter.
From native desktop time tracking to statutory blueprints and client e-signatures, CADesk365 provides the specialized tools Indian Chartered Accountants need to maximize efficiency and billable recovery.
Compliance Blueprints & Bulk Allocation
Proactively monitor recurring GST, TDS, ITR, and ROC filing deadlines with color-coded status alerts. Auto-generate recurring filing tasks using pre-configured compliance blueprints, and allocate responsibilities across hundreds of clients in seconds.
Apex Logistics Ltd
Challan PaidKothari Steel LLP
In Partner ReviewVanguard Tech Pvt Ltd
Challan GeneratedDesktop Activity & Time Tracker
Native desktop tracker automatically logs active windows, Tally, Excel sheets, and client files with intelligent idle detection. Convert real computer work into accurate client timesheets effortlessly.
TallyPrime — Apex Logistics Q2 Audit
Productive • Auto-assigned to Client
Client Portal & E-Signatures
Offer your clients a branded 24/7 portal to download filed returns, upload bank statements, and review and digitally sign documents directly in-portal. Centralized query tickets replace chaotic email threads.
Digitally verified via OTP • Attached to Client Dossier
DSC Token & File Movement Custody
Maintain complete accountability for physical DSC tokens, PINs, and holder details with automated expiration warnings. Track physical client account books and files moving between team members or client offices.
Location: Partner Safe #2 • Token Custodian: Arun V.
Automated WhatsApp & AI Follow-Ups
Send automated WhatsApp notifications for pending documents, invoice generation, payment receipts, and statutory compliance reminders. Multi-tier escalation rules ensure clients respond without manual calls.
“Dear Client, GSTR-3B due date is Nov 20. Please upload pending purchase invoices via your portal.”
Retainer Billing, Proforma Invoices & Two-Way Tally Sync
Configure monthly retainers and milestone agreements with zero billing leakage. Generate GST tax invoices with automatic Section 194J TDS calculations, and sync vouchers, chart of accounts, and ledgers seamlessly with Tally ERP without double entry.
Tally Integration Status
Visual Kanban & Workload View
Balance team capacities across peak filing seasons with interactive task boards.
HRMS & Geolocation Attendance
Capture staff attendance via web or client-premise geolocation check-in with approval flows.
End-to-End Payroll Engine
Execute firm payroll in minutes with statutory deductions (PF, ESI, PT, TDS) and payslips.
Practice Profitability Analytics
Uncover true client profitability, service contributions, and staff billing utilization.
Engineered for Modern
Chartered Accountancy Practices
Experience the verified live modules inside CADesk365: agile Kanban task tracking, client 360° profiles, automated proforma billing, desktop time tracking, and conversational AI.
Multi-Stage Kanban & Automated Task Allotment
Allot recurring compliance assignments, audit workflows, and advisory tasks across team leaders and articles. Track real-time progress across Open, Working, Review Pending, and Closed stages with WhatsApp follow-up integration.
Up and Running in 4 Simple Steps
Transition your CA practice smoothly without downtime. Our onboarding team provides free data migration assistance for every firm.
Configure Firm & Roles in 5 Minutes
Register your practice, add your firm's ICAI details, and invite partners, paid assistants, and article clerks with customized access permissions.
Bulk Onboard Clients & Compliances
Upload your existing client database via simple Excel/CSV templates. CADesk365 automatically maps applicable compliances (GST, ITR, TDS, ROC, Audits).
Automate Tracking & Client Follow-Ups
CADesk365 monitors all filing deadlines, sends automated WhatsApp and Email reminders to clients for missing documents, and routes tasks to team members.
Sign-Off, Generate Bills & Scale Your Firm
Complete assignments with partner reviews, generate professional GST invoices, collect fees, and analyze firm margins to grow your practice with confidence.
Free data migration support included for all plans
Built for the Way
Indian CAs Actually Work
CADesk365 isn't a generic project management tool forced onto accounting firms. It was designed specifically to handle Indian statutory rhythms and client dynamics.
Saved weekly per partner
Reclaim 10+ Hours Every Week
Automate repetitive follow-ups, manual spreadsheet reconciliation, and phone calls. Let your partners focus on high-value advisory and client acquisition.
Late filing penalty risk
100% Deadline Adherence
Multi-tier reminders, escalation alerts, and automated due date tracking guarantee your team never misses a GST, ITR, TDS, or MCA filing window.
Client satisfaction rating
Superior Client Experience
A dedicated, self-service client portal means clients download filed returns and challans 24/7 without constantly emailing or phoning your staff.
Digital & searchable vault
100% Paperless Practice
Replace physical file racks with secure, searchable digital dossiers organized by FY and assessment category. Find any client record in 5 seconds.
Automated work logs
Desktop Time Tracking Precision
Native background tracking automatically logs client software hours with intelligent idle detection. Eliminate estimated timesheets and capture every billable minute.
Encrypted & ICAI-aligned
Bank-Grade Regulatory Security
Your clients' sensitive financial records are protected with 256-bit AES encryption, multi-factor authentication, and data residency in AWS Mumbai.
Comprehensive Indian Compliance Coverage
Pre-configured statutory rules, due date algorithms, and templates updated for Finance Act revisions.
Goods & Services Tax (GST)
- GSTR-1 (Outward)
- GSTR-3B (Summary)
- GSTR-9 & 9C (Annual)
- GST CMP-08
- E-Way Bills & Invoicing
Direct Taxes & TDS/TCS
- ITR-1 to ITR-7
- Form 24Q (Salary TDS)
- Form 26Q (Non-Salary)
- Form 27Q & 27EQ
- Tax Audit 3CA/3CB/3CD
Corporate & ROC/MCA
- Form AOC-4 (Financials)
- Form MGT-7 (Annual Return)
- DIR-3 KYC
- MSME Form 1
- DPT-3 (Deposits)
Statutory & Labour Laws
- PF / ESI Monthly Filings
- Professional Tax (P-Tax)
- FEMA Reporting
- Partnership & LLP Audits
- Custom Due Dates
Contact Us for Pricing
Speak directly with our CA solution advisors to receive a transparent quote customized to your active client portfolio and team size.
Common Questions From
Fellow Practitioners
Have questions before bringing your firm onboard? Here is everything you need to know about security, compliance, and migration.
Ready to Modernize Your
Chartered Accountancy Practice?
Join leading Indian CA practices saving 10+ hours every week. Automate statutory due dates, empower your articles, and deliver exceptional client service.
Request Your Personalized
Firm Demonstration
Our Chartered Accountant onboarding team will demonstrate CADesk365, configure your compliance modules, and assist with free client data import.
Personalized Onboarding Walkthrough
Instant Request Logging
Your request is recorded securely in our Super Admin Portal.
Live Guided Demonstration
A 20-minute tailored walkthrough focusing on your firm's specific workflow.
Free Client Data Migration
We assist in importing your client list, GSTINs, and PANs with zero downtime.
Corporate Headquarters
Ahmedabad, Gujarat, India