Boost your CA firm with a digital profile and client-ready site."

Digital Presence: Grow Your Practice Beyond Office Walls

In today’s digital-first world, visibility is everything. CAdesk empowers Chartered Accountants to build a strong online presence that attracts, engages, and converts potential clients—without needing to be a tech expert.

Common bottlenecks for CAs

Absence of Digital Presence

Lacks a dedicated platform such as a website or active social media profiles to showcase services, engage with potential clients, or establish online credibility.

Minimal Online Visibility

Primarily dependent on referrals and word-of-mouth, which slows down business expansion.

Manual Onboarding Process

Onboarding requires physical forms or in-person visits time consuming and inefficient.

Lack of Automation

Follow-ups, document collection get delayed and poorly managed due to manual handling.

Dynamic Landing Page – Your Website

We provide the tools for you to create your own professional landing page through our ERP system. With this, your potential clients can explore your services, submit inquiries, and even begin the onboarding process all online. It’s like having your office open 24/7, fully managed by you.

CRM

Boost Client Engagement & Reach

Every visitor or inquiry on your digital page is an opportunity. And we make sure you never miss one. Whether someone fills out a form or just visits, 80% of inquiries receive automated follow-up messages—reminders, service introductions, or gentle nudges to re-engage.

It works like a CRM—smartly managing interactions, sending timely responses, and increasing conversion rates by turning cold inquiries into loyal clients.

Build Trust with Online Presence

Clients trust professionals who are easy to find and even easier to reach. With a branded digital profile, WhatsApp integration, and structured online onboarding, you appear more reliable, accessible, and modern— the CA they want to work with.

Result: Save time, reduce manual work, and expand your reach beyond local boundaries.

Why It Matters

Convert interest into business
with automated follow-ups.

Save time
on manual onboarding, document collection, and coordination.

Reach a wider audience
Referrals become easier when your online profile does the talking.

Stand out
from traditional firms that rely on walk-ins or word of mouth.