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CA Cloud Desk

Infographic (Marketing)

Use the Infographic tool in Partner Desk to quickly create professional client‑ready visuals such as tax reminders and information cards, then download or share them in seconds.

Path

Login (Partner Desk) → Tools → Infographic

Log in to your CA CloudDesk Partner Desk. From the dashboard, scroll to the bottom navigation and click Tools. Under Tools, select Infographic to open the templates gallery.

Partner Desk dashboard home screen
Partner Desk — home dashboard.
Footer navigation highlighting Tools and Infographic option
From the bottom of the page choose Tools → Infographic.

Infographic gallery at a glance

The Infographic page shows a gallery of ready‑made templates that you can search, filter by category and customise with your firm details.

  • Use the Search bar at the top to find templates by keyword (for example, Deadline).
  • Use the Category dropdown to filter by type (GST, Festival, Tips, Marketing and more).
  • Click Select on any card to open the customisation screen.
Infographics landing page with search bar and featured templates
Infographic homepage — search and browse featured templates.
Grid of infographic templates including Tax Tips and Financial Management
Browse different designs such as Birthday wishes, Tax tips, Financial Management and more.
Best Infographics page with Category filter dropdown
Use the category search on the right to filter templates (for example, GST for tax deadlines).

Step 1 — Select an infographic template

1

Search and choose a template (example — Deadline)

In the top Search bar, type the keyword for the design you need — for example, Deadline to show filing due‑date reminders. From the results, click Select on the template you want to use.

You can also narrow down the list using the Category search (for example, choose GST to see GST‑related reminders only).

Selected deadline infographic showing customisation form on the right
After you click Select, the chosen template opens with fields to enter your firm details.

Step 2 — Enter firm details and branding

2

Fill the Deadline form

On the right side of the selected template you will see a simple form. Fill in the following details so that your infographic is branded with your firm information:

  • Firm Name* — your firm / practice name (mandatory).
  • Phone* — contact number to display on the graphic.
  • E‑mail — official email ID to show to clients.
  • Logo Upload — upload your CA CloudDesk, CA or firm logo from your system.
  • Select Colour — choose one of the colour circles to match your branding.
Fields marked with * are mandatory. The preview on the left updates automatically with your firm name, phone and logo so you can confirm the design before downloading.

Step 3 — Download or share your infographic

3

Create and use the final image

After entering all required details and choosing the colour, click Download to save the infographic image to your device, or click Share to share it directly from the tool.

Your customised infographic is now ready to be used on WhatsApp, email, social media or any other client communication channel.

Final customised deadline infographic with firm name and contact details
Example of a completed Deadline infographic with firm name and phone number.