CA CloudDesk Logo
CA Cloud Desk

How to Create a Client in CA Cloud Desk

A comprehensive guide to creating clients individually or through bulk onboarding. Includes quick client creation, detailed client information setup, and Excel-based bulk upload.

Path

Left Panel → CRM → "+" (Add Icon) → Add Quick Client
Alternative Path for Bulk Onboarding

Profile Setting → Import Utility → Clients → 1. Client → Upload Client → Sample Excel File

Part A: Create Client 1 by 1

Follow these steps to create clients individually with comprehensive details.

Step A1

  • Select CRM in the left panel

Step A2

  • Click on the "+" (add icon)
  • Select "Add Quick Client" from the dropdown

Quick Client Form

Fill in the basic information to quickly create a client:

Quick Client Fields

  • GSTIN: Enter GST number to automatically fetch all public data available from the GST website
  • Name: Enter client name
  • Email: Enter client email address
  • Mobile No.: Enter client mobile number
After Filling Quick Client Form

You have two options:

  • Click Submit to add the quick client immediately
  • Click Other Details to add comprehensive information through a 6-step process
Add Quick Client dropdown menu
Add Quick Client dropdown menu

Detailed Client Information (6 Steps)

If you clicked "Other Details", you'll proceed through these 6 sequential steps:

1
Basic Information
2
Authorized Sig Details
3
Documents
4
ID and Password
5
Services
6
Other
Progress steps indicator
Progress steps indicator showing all 6 steps

Step 1: Basic Information Mandatory

Enter the fundamental client details:

Client Setup & Contact

  • Relationship Manager: Select from dropdown
  • Team: Select from dropdown
  • File Number: Auto-generated (e.g., A119151)
  • Mobile No: Enter mobile number
  • Alternate No: Enter alternate contact
  • Client Type: Business or Non-Business
  • Allow auto Invoice: Yes or No

Personal Details

  • Name: Enter client name
  • Email: Enter email address
  • Father Name: Enter father's name
  • DOB: Select date of birth
  • PAN: Enter PAN number
  • Aadhaar: Enter Aadhaar number

Address Information

  • Address: Enter complete address
  • Country: Select country (default: INDIA)
  • State: Select state
  • District: Select district
  • Pin Code: Enter pin code
  • Upload Photograph: Click to upload client photograph
Basic Information form
Step 1: Basic Information form

Step 2: Authorized Sig Details Optional

Enter details for authorized signatories:

Authorised Signatory 1

  • Name: Enter signatory name
  • Designation: Enter designation
  • Mobile: Enter mobile number
  • Email: Enter email address
  • Pan No.: Enter PAN number
  • Aadhar: Enter Aadhaar number
  • Make Primary for Communication: Yes or No
  • Din No: Enter DIN number
  • Address: Enter address
  • Other: Enter any other relevant information
Add More Signatories

You can add additional authorized signatories by clicking the "+ Add Other authorised" button.

Authorized Sig Details form
Step 2: Authorized Sig Details form

Step 3: Documents Optional

Upload and manage client documents:

Document Management Features

  • Customer: Select customer from dropdown (shows File Number)
  • Search Document: Search for existing documents
  • Upload: Upload new documents
  • Add: Add document entries
  • Download: Download existing documents
  • Share via WhatsApp: Share documents via WhatsApp
  • Share via Email: Share documents via email
  • Table View: Toggle table view on/off
  • Client Access: Control client access to documents

Document Table Columns

  • File Name
  • Expiry
  • Tags
  • Actions
  • Client Access
Documents section
Step 3: Documents management interface

Step 4: ID and Password Optional

Set up client portal login credentials:

Client Software Login Credentials

  • LOGIN PORTAL: Select login portal from dropdown (required field)
  • Username: Enter username for client portal
  • Password: Enter password (with visibility toggle)
Submit Credentials

Click Submit to save the login credentials for the client portal.

ID and Password modal
Step 4: ID and Password setup modal

Step 5: Services Optional

Select and configure services for the client:

Service Selection

  • Click "Add Services" link to add services
  • Select services from the available list
  • For each service, select the Frequency from dropdown
  • Check the Add checkbox to enable the service for the client

Available Services Include

  • ITR
  • Incorporation of Pvt Ltd / LLP
  • GST License
  • GST Filing
  • FSSAI - Food License
  • And more...
Services selection
Step 5: Services selection interface

Step 6: Other Optional

Additional settings and preferences:

Additional Settings

  • alternate gst: Enter alternate GST information
  • Custom Field: Click "Add Custom Fields" to add client-specific custom fields
  • Client Group: Select Client Group from dropdown
  • Local Links: Click "Add Local Path" to add FTP or local file paths

Communication Preferences

  • ☐ Allow Email: Enable/disable email communication
  • ☐ Allow Notifications: Enable/disable notifications
  • ☐ Allow SMS: Enable/disable SMS communication
  • ☐ Send Ledger Monthly: Enable/disable monthly ledger sending

Action Buttons

  • Previous: Go back to Services step
  • Save & Allow Login: Save and enable client login
  • Finish: Complete the client creation process
Other settings
Step 6: Other settings and preferences

Part B: Bulk Onboarding

Upload multiple clients at once using an Excel file:

Profile Setting → Import Utility → Clients → 1. Client → Upload Client → Sample Excel File
1
Upload
2
Excel Mapping
3
Data Validation

Step 1: Upload

  • Download the sample Excel file (clickable link)
  • Prepare your Excel file according to the guidelines in the sample file
  • Click "Click to Upload" to select your prepared Excel file
  • Click "Upload & Next" to proceed to Excel Mapping

Detailed Client Upload Information

  • Best For: Compliance, reporting, internal client management
  • Mandatory Field: Legal Name of Business
  • Optional Data: GST, PAN, contact details, address, internal mapping
  • Click "View all available fields" to see the complete list
Important Note (For Existing Client Data)

If you are modifying an exported client list from CA CloudDesk, do not change the position of the "File No" column adjacent to the client name. This ensures data integrity during re-import.

Add Custom Fields (If Required)

You can add more client-specific fields anytime:

Settings → Custom Field → Select Client → Add Field
Recommendation

Our recommendation is to use Google Sheets while adding or updating data:

File → Open → Upload - Select the downloaded sample file

Client Upload with Excel
Bulk onboarding: Client Upload with Excel interface
Custom fields and important notes
Additional information: Custom fields and important notes

Video Tutorial

Description: For a complete walkthrough of the bulk onboarding process, refer to the YouTube video:

Video Reference

https://www.youtube.com/watch?v=hevBSbOlcRA

Client Guide PDF

Download PDF