Employee

Categories: Employee
Wishlist Share
Share Course
Page Link
Share On Social Media

About Course

Employee – Getting Started with CA Cloud Desk

Course Description:

This comprehensive 8-part video training series is designed to help employees working in CA firms become proficient in using CA Cloud Desk – PMS, a powerful and easy-to-use Practice Management Software.

From onboarding to day-to-day task management, this course equips team members with the essential knowledge to streamline their workflow, enhance productivity, and collaborate efficiently with their firm.

Whether you’re a new joiner or looking to refresh your understanding, this series covers all key functionalities available on both web and mobile platforms.

Course Outline:

Lesson 1: Introduction, Get Credentials, Login (Web & Mobile)
Learn the basics of CA Cloud Desk, how to receive your login credentials, and access the software across platforms.

Lesson 2: Mark Attendance
Understand the steps to mark your attendance using geo-location and selfie-based verification (if enabled).

Lesson 3: Enter Timesheet
Learn how to log your working hours and activities for daily reporting and review.

Lesson 4: Create & Update Tasks, Stages
Get familiar with creating tasks, updating progress through various stages, and maintaining task timelines.

Lesson 5: Apply Leave & Raise Grievance
Know how to apply for leaves and escalate any concerns or grievances through the system.

Lesson 6: Communication
Explore how to receive and respond to important updates via SMS, Email, and WhatsApp through CA Cloud Desk.

Lesson 7: Create Documents
Learn how to create standardized documents using built-in templates and client data.

Lesson 8: Compliance Calendar & Infographics
Understand how to track upcoming compliances and access branded infographics for client communication and awareness.

Who Should Take This Course?

  • Employees and staff members of CA firms using CA Cloud Desk

  • New joiners who want to onboard quickly and efficiently

  • Teams looking to standardize internal processes and improve office communication

Show More

What Will You Learn?

  • You’ll learn how to use CA Cloud Desk for attendance, task tracking, communication, documents, and compliance—all from web and mobile.
  • This course helps you streamline daily operations and become productive from Day 1 in a CA firm.

Course Content

Introduction, Get Credentials & Login (Web & Mobile)
Understand what CA Cloud Desk is and how it simplifies office, employee, and client management for CA firms. Learn how to receive your login credentials and securely access the platform through web or mobile. A must-watch for every new team member.

Mark Attendance (with Location & Selfie)
Learn how to mark your daily attendance using GPS-based location tracking and selfie verification. This ensures real-time, accurate attendance logging—whether you’re at the office or working remotely.

Create & Update Tasks, Manage Stages
Get step-by-step guidance on how to create tasks, assign deadlines, and update task stages. Ideal for keeping your work organized, meeting deadlines, and collaborating with your manager or team.

Apply Leave & Raise Grievance
Learn how to submit leave applications and raise any internal concerns through the system. A smooth, transparent process that eliminates manual follow-ups and ensures accountability.

Enter Timesheet (Daily Work Reporting)
Track your daily work with ease by filling in task-wise timesheets. This helps in transparent workload tracking, performance reviews, and timely project management across the team.

Communication (Email, SMS, WhatsApp)
Explore how CA Cloud Desk helps you stay informed with real-time updates via email, SMS, and WhatsApp. Whether it’s task alerts, announcements, or reminders—you’ll never miss an important message.

Create Documents Using Templates
Discover how to create standardized letters, reports, or declarations using pre-set templates. Just enter the required client details and generate documents instantly—saving time and reducing manual errors.

Compliance Calendar & Infographics
Stay updated with the built-in compliance calendar that shows upcoming due dates and statutory tasks. Also, learn how to use branded infographics to engage with clients and build your CA firm's visibility.