For Chartered Accountant firms in India
Every client, deadline and approval in one place.
CADesk runs your practice end to end — Income Tax, GST, TDS and ROC work from document collection to filing, with reviews, notices, letters, billing and a client portal built in.
- No card needed
- Set up in minutes
- Import clients from Excel
Built around how a CA practice really works
Not a generic task app — the work, the reviews, the notices and the paperwork of a CA firm.
Know what needs attention
One dashboard for due dates, documents pending, reviews waiting, notices, overdue fees and expiring DSCs — updated live.
Workflows for every compliance
Income Tax, GST, TDS, ROC and more: stages, checklists and who does what, from document collection to filing.
Review and approval
Maker–checker built in: who prepared, who reviewed, which partner signed off — recorded on every job.
Client 360°
PAN, GSTINs, incorporation details, contacts, previous CA, team, documents, work, notices and billing on one page.
Notices and litigation
Every notice with its DIN, due date, hearings and appeals; verified, told to the client, and never missed.
Letters in seconds
Engagement letters and certificates from templates, filled in from the client record, with UDIN and DSC registers.
Up and running the same day
Sign up and add your team
Start the free trial, then invite partners, managers, staff and articles with the right roles.
Bring in your clients
Import from Excel, add GSTINs and the services you handle — the compliance calendar does the rest.
Work, review, file
Every return moves through preparation, review and approval, and clients are reminded automatically.
Your clients’ data, protected
Confidential by design — because that is what your clients expect of you.
How we protect it- Each firm’s data kept completely separate
- Sign-in codes for partners and admins
- Client portal logins stored encrypted
- Every change recorded in an audit trail
- Role-based access for every team member
- Nightly backups
Questions CA firms ask
Is our data safe?+
Each firm’s data is kept separate and is only visible to its own team. Passwords are never stored in readable form, client portal logins are encrypted, sign-in for partners and admins needs a code sent by email, and every change is recorded in an audit trail. See the Security page for more.
Can we bring our existing clients?+
Yes. Import your client list from Excel, then add their GSTINs, services and team. We help Firm-plan customers with the import.
Does it file returns directly on the portals?+
It prepares ITR-1 and ITR-2 files and your GSTR-1 file in the department’s format, checked before upload, and records the acknowledgement once filed. Direct filing from inside the software is planned.
What happens when the free trial ends?+
Nothing is deleted. You can still sign in, view and download everything; to keep working, choose a plan.
Do our clients need to pay anything?+
No. Clients use the portal free of charge, as part of your firm’s plan.
Does it cover more than Income Tax?+
Yes — GST, TDS, ROC and other compliances are handled the same way, with their own due dates and workflows.
Try it with your own clients
14 days free with every feature. If you would rather see it first, we will walk you through it.