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Getting Started
CA Cloud Desk offers a seamless and simple way to start using the software.
Once you’ve selected the right plan and finished the onboarding, you’ll receive your login credentials and organisation details on your registered email.
With your login credentials, you can easily access all the features and begin using our software for all your practice management needs.
How to login to Partner Dashboard:
1. Visit CA Cloud Desk.
2. Click on the Login tab and select Partner Desk.
3. Enter your details.
You will be redirected to Your CA CLOUD DESK software dashboard. This dashboard is designed especially for your chartered accountancy practice management needs.
How to start using CA Cloud Desk Software?
After logging into your partner dashboard, you can follow the below steps to start using the software for your office management needs.
1. Setup Your Ca Cloud Desk Account:
Enter your information and personalise your settings to make CA Cloud Desk your personal practice management software.
2. Integrate your accounting software:
Streamline your workflow by seamlessly integrating accounting software like Tally with CA Cloud Desk for automation and better office management.
3. Import Customers:
By clicking on the Customer option, in the left panel, you can add customers, either one by one, or upload an Excel file of your customers.
4. Create Your Documents
You can easily upload or create documents using the document management option in the left panel.
You are now all set to start using all the features offered by the CA cloud desk.
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