Automate & Organize Your CA Practice Like Never Before
CADesk365 is the all-in-one cloud platform built exclusively for Chartered Accountants. Manage clients, automate compliance deadlines, track tasks, generate reports — everything a modern CA firm needs.
One Platform, Infinite Possibilities
Every tool your CA firm needs — from client onboarding to compliance delivery — built into a single, intuitive platform.
Client Management
Centralized KYC, documents, and communication for all your clients. Maintain complete client profiles with one-click access.
Compliance Tracking
Never miss a GST, ITR, TDS or ROC deadline again. Automated tracking across all compliance types for every client.
Smart Reminders
Auto-send deadline reminders to clients via email and SMS. Customizable templates for every compliance type.
Document Management
Securely store and organize client documents. Version history, access control, and instant retrieval.
Analytics & Reports
Powerful business analytics — revenue reports, compliance completion rates, team productivity dashboards.
Task & Calendar
Assign tasks to team members with deadlines, priorities, and status tracking. Visual calendar view of all activities.
Workflow Automation
Build automated workflows for repetitive processes. Save hours every week with intelligent task automation.
HR & Payroll
Manage your team's attendance, leaves, salary processing, and payslips — all within CADesk365.
Billing & Invoicing
Create professional invoices, track payments, and manage your firm's billing in one place.
Client Portal
Give clients their own self-service portal to view compliance status, upload documents, and raise requests.
Bank-grade Security
End-to-end encryption, role-based access control, audit logs, and data residency in India.
Multi-Branch Support
Manage multiple office locations, partner firms, and separate client portfolios from a single account.
Built for the Way CAs Actually Work
CADesk365 isn't generic software adapted for CAs. It's built ground-up for Indian Chartered Accountants — understanding your workflows, compliance types, and client dynamics.
Save 10+ Hours Per Week
Eliminate manual tracking, repeated follow-ups, and spreadsheet chaos. Let CADesk365 handle the routine so you can focus on clients.
Zero Missed Deadlines
Automated reminders, escalation alerts, and compliance calendars ensure your team never misses a GST, ITR, or audit deadline.
Happier Clients
The self-service client portal keeps clients informed without constant calls. Upload, track, and approve — all without bothering your team.
Paperless Operations
Replace physical files and email threads with organized, searchable digital records. Access any client document in seconds.
Scale Without Limits
From 10 clients to 10,000 — CADesk365 scales with you. Add team members, branches, and clients without any disruption.
Enterprise Security
Your clients' financial data deserves the highest protection. AES-256 encryption, 2FA, and SOC2-compliant infrastructure.
Get Up & Running in 4 Simple Steps
From signup to full automation — CADesk365 is designed for speed and simplicity.
Sign Up & Set Up Your Firm
Create your CADesk365 account in minutes. Add your firm's branding, set up team members with role-based access, and configure your workflow preferences.
- No complex setup required
- Import existing client data
- Customize to your firm's needs
Add Clients & Their Compliances
Onboard all your clients with complete KYC profiles. Assign applicable compliances — GST, ITR, TDS, ROC, Audit — and CADesk365 auto-sets the due dates.
- Bulk client import via CSV
- Auto-populate compliance calendar
- Smart due date suggestions
Automate & Track Everything
CADesk365 automatically tracks deadlines, sends reminders to clients, assigns tasks to team members, and gives you real-time compliance dashboards.
- Auto email/SMS reminders
- Team task assignments
- Real-time status dashboard
Deliver, Bill & Grow
Complete work, generate invoices, collect payments, and use analytics to grow your practice. CADesk365 grows with you as your firm scales.
- Professional invoice generation
- Payment tracking
- Growth analytics & reports
Got Questions? We've Got Answers
Everything you need to know about CADesk365.
CADesk365 is built exclusively for Chartered Accountants and CA firms in India. Whether you're a solo practitioner or a large multi-branch firm, CADesk365 has a plan tailored for your needs.
CADesk365 supports all major compliance types including GST (GSTR-1, GSTR-3B, Annual Return), Income Tax Returns (ITR), TDS/TCS, ROC/MCA filings, Company Law compliance, MSME, and Custom compliance types you can define yourself.
Absolutely. We use bank-grade AES-256 encryption for all data at rest, TLS 1.3 for data in transit, and our servers are hosted on AWS India (ap-south-1 region). Role-based access control ensures only authorized team members can view client data.
Yes! CADesk365 includes a dedicated Client Portal where your clients can log in to view their compliance status, download documents, upload required files, and raise service requests — reducing your follow-up efforts significantly.
You get full access to all features of your chosen plan for 14 days — no credit card required. At the end of the trial, you can choose to subscribe or your data is safely retained for 30 days if you decide to return.
Yes. We offer a free data migration service for all Professional and Enterprise plans. Our onboarding team will help you import your client list, compliance history, and documents. For smaller firms, CSV import tools are available.
CADesk365 offers integrations with Tally, Zoho Books, and Government portals (GST Portal, MCA21). Our Enterprise plan also includes API access for custom integrations.
All plans include email support. Professional and Enterprise plans include priority support with faster response times. Enterprise customers get a dedicated account manager and optional on-site training.
Still have questions? Contact our support team →
Start Your Free Trial Today
Join hundreds of CA firms transforming their practice. No credit card required.
Why Choose CADesk365?
India's most trusted CA practice management platform.