Cloud Software for CAs | GST, Audit, Docs & WhatsApp Tools

Optimize Your Accounting Practice with Cloud Software Solution

CAdesk is an intelligent, all-in-one ERP solution tailored for all Accounting Practitioners and CAs to manage clients,
streamline workflows, and ensure compliance with precision. Our all-in-one platform transforms the way CA firms operate.

  • Seamless Client Communication

    Stay connected with clients through built-in WhatsApp and in-app messaging — all in one place.

  • Smart Document Organizer

    Secure, searchable document storage linked to each client and task — no more hunting for files.

  • Automated GST Reconciliation

    Streamline your GST workflow with automatic data imports, mismatch detection, and one-click filing.

  • Faster Billing & Collections

    Track time, auto-generate invoices, and get paid faster with integrated payment solutions.

Key Features

Website Service

Digital Presence

Digital Presence

Build your own website with easy-to-use tools to showcase your services and attract clients online.
File Organizer

File Organizer

File Organizer

Securely store, search, and manage all client documents in a clean, cloud-based structure.
Chat with us on WhatsApp

WhatsApp Connect

WhatsApp Connect

Integrate WhatsApp with your ERP to capture files, track conversations, and turn messages into tasks
GST Reconciliation

GST Reconciliation

GST Reconciliation

Automatically import and match GST data across GSTR-2A/2B, books, and vendor filings for smooth compliance.
Client Management

Audit Management

Audit Management

Handle the complete audit cycle—from planning to reporting—efficiently in one platform.
Task Management

Task Management

Task Management

Assign, monitor, and streamline team tasks with structured workflows and clear timelines.
Bulletin Board

Automated Bills & Payments

Automated Bills & Payments

Creates invoices instantly, enables quick payments, and keeps client records organized all with minimal effort.
Manage Services

Manage Services

Manage Services

Convert client chats into actionable service tickets for easier tracking and faster resolution.

Unlock the Power of CAdesk: Here’s Why You Should Switch

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!

Stay Aligned with Indian Government Regulations

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.

CAdesk keeps you audit-ready at all times

  • Document Management

    Automatically store historical financial records in the cloud — safe, organized, and always accessible.

  • Instant Data Retrieval

    Quickly search and access records from past years, reducing stress during government audits or notice periods.

  • Hassle-Free Compliance

    Ensure full compliance with Indian tax regulations without relying on manual systems or scattered documentation.

About CAdesk
GST Reconciliation

Smarter GST Reconciliation for Smoother Compliance

  • Auto-Fetch from GST Portal & Tally

    Seamlessly fetch GSTR-2A/2B from the GST portal and purchase data from Tally. No manual work data syncs in real-time for accurate, hassle-free processing.

  • One-Click Reconciliation

    Quickly match entries with a single click. Instantly detect mismatches, missing invoices, and filing delays all in one organized dashboard.

  • Ready to File Anytime

    Maintain period-wise reconciliation history for each client. Download and share detailed reports instantly whenever needed, from wherever you are.

WhatsApp Integration

WhatsApp Integrated – Easy, Trackable Interactions

  • Direct Client Communication

    Connect with clients instantly via WhatsApp from within CAdesk. All messages are tracked—no more missed updates or app switching.

  • Auto File Import & Categorization

    Files shared by clients on WhatsApp are automatically saved in CAdesk, organized by client, service, and financial year.

  • Automatic Reminders

    CAdesk sends timely WhatsApp reminders to clients for upcoming deadlines—reducing follow-ups and improving compliance.

GST Reconciliation

Build Your Own Website with Ease

  • From Setup to Live – All Without Coding

    Create a branded website without coding. Add your services, contact details, and go live using ready-made templates.

  • Boost Visibility with Targeted Digital Marketing

    Share your website easily on WhatsApp, Facebook, Instagram, and email to reach more people and grow your practice.

  • CRM: From Registration to Onboarding

    Manage the full client journey with automated follow-ups via WhatsApp, email, and calls—all in one organized workflow.

WhatsApp Integration

Audit Management – Simplify Every Stage of the Audit

  • Plan Audits with Ease

    Create recurring audit schedules, assign team members, and track timelines—all synced to your calendar, so nothing is missed.

  • Everything in One Place

    Manage client files, auditor notes, and raised queries in a centralized panel—making every audit phase easy to access, update, and close.

  • Transparent Progress, Zero Guesswork

    Visual dashboards show where each audit stands—scheduled, ongoing, or completed—so both your team and your clients stay informed in real time.

Task Management

Task Management – Keep Your Team Aligned and Productive

  • Assign Tasks Instantly, Monitor Progress Anywhere

    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.

  • Smart Task Allocation with Auto-Mapping

    Set clear deadlines and let CA Desk automatically map each task to the relevant team member based on role, responsibility, or client assignment—ensuring nothing slips through the cracks.

  • Client Requests Turned into Actionable Tasks

    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

1. What is CAdesk and who is it for?

CA Desk 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.

2. How does CAdesk help with GST reconciliation?

CA Desk 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 data and gives you an accurate, ready-to-download GST report instantly.

3. Can I use CAdesk to communicate with clients?

Yes, you can easily communicate with clients through CA Desk, as it is integrated with WhatsApp, allowing you to chat and make calls. It also offers automated email and message reminders to notify clients about deadlines and outstanding dues.

4. Is my data secure with CAdesk?

Absolutely! Your data is safe and secure with CA Desk, and 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.

5. Can I access CAdesk from anywhere?

Yes, you, your clients, and your employees can access CA Desk anytime, anywhere, with ease and convenience.

6. How is pricing structured?

As you know, CA Desk is free for you. We charge your clients based on their storage:
Single User: 1 User, 10 GB - ₹499 / Year

7. Is CAdesk suitable for solo practitioners?

Definitely! CA Desk 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.

8. Do I need technical expertise to use CAdesk?

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.

9. Can I migrate my existing data into CAdesk?

Yes, we offer onboarding support and data migration assistance to help you transition smoothly from your current system to CAdesk.

10. Is there a free trial available?

Yes, we provide a risk-free trial, enabling you to fully explore the features of CA Desk before making a commitment.

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