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CA Cloud Desk

Website (Marketing)

Use the Website menu to manage your practice website on the CA CloudDesk ca24 domain — update company details, homepage content, and the list of services your clients see.

Path

Login (Partner Desk) → Website

Log in to your CA CloudDesk Partner Desk account. From the left menu, click Website to open the Website module.

Dashboard with Website menu highlighted
Dashboard — use the Website menu to manage your public site.
Want a one-time website created for your firm? Contact the CA CloudDesk team — your site will be set up on the ca24 domain and you can then maintain it from this module.

Website tiles at a glance

Inside the Website module you will see tiles for the main sections of your site: Company Details, Main Dashboard, My Services, Blogs, About Us, and Gallery.

Website module tiles for Company Details, Main Dashboard, My Services, Blogs, About Us, Gallery
Website — choose the section you want to edit.

Step 1 — Company Details

1

Open Company Details and edit your firm profile

Click the Company Details tile, update the fields that should appear on your public website, then click Save.

Website Name Domain Name Mobile Number Whatsapp Number Email Template Type Google Map URL Favicon Logo Footer Logo Company Description Address
Company details form with website name, domain, contact details and logos
Company Details — fill how your firm should appear on the website.
Keep the Domain Name and Website Name short and professional — these appear in the browser and across your site.

Step 2 — Main Dashboard content

2

Edit homepage sections

Open the Main Dashboard tile. Use the tabs to control what visitors see on your homepage.

  • Dashboard — main hero heading, description, key heading, and banner image.
  • Client Logo — upload logos of your key clients to build trust.
  • Portfolio and Carousel Portfolio — highlight services, case studies, or featured work.
  • Services Header — heading/description shown above the services section.
  • Client Feedback — add testimonials from your clients.
Main Dashboard screen with tabs for dashboard, client logo, portfolio, services header and client feedback
Main Dashboard — manage homepage text, images, logos and testimonials.
Main Dashboard dashboard tab with heading, description, key heading and image upload
Main Dashboard — Dashboard tab where you set heading, description, key heading and banner image.

Step 3 — My Services

3

Select service and category shown on website

Click the My Services tile. Use the dropdowns to pick which services and categories you want to show on the website.

  • Select a Service* — choose the service (for example, Income Tax, GST, ROC, Audit).
  • Select a Category* — map the service to a category (for example, Compliance, Advisory, Registration).
  • Repeat the selection process to add more services to your website listing.
My Services screen with select a service and select a category dropdowns
My Services — decide which services and categories appear online.
My Services form showing Select a Service and Select a Category fields
My Services — use the Select a Service and Select a Category dropdowns, then save.

4 — Blogs

Use the Blogs tile to publish articles that improve SEO and keep clients updated.

  • Open Website → Blogs.
  • Click the + button and choose Add New Tag, Add New Category or Add New Blog.
  • Fill the title, short description and other details, then save.
Blogs list screen with plus button for adding tag, category or new blog
Blogs — use the + button to add tags, categories, and new posts.
Blogs screen highlighting add new tag, category and blog options
Blogs — second view showing Add New Tag, Add New Category and Add New Blog options.

5 — About Us

The About Us tile controls your story page — why clients should choose you and who is in your team.

  • In Website → About Us, use the About Us tab for the main heading, description and image.
  • Use Why Us to highlight your strengths.
  • On the Mission & Vision tab, add mission and vision headings with short descriptions.
  • On the Team Members tab, click Add Member to add name, designation, image and whether the member is team lead.
About Us tab with heading, description and image upload
About Us — add a heading, description and image for your firm.
Mission and Vision tab with mission and vision headings and descriptions
Mission & Vision — explain why you exist and how you serve clients.
Team members tab with add member form including name, designation and image
Team Members — add your team’s names, designations and photos.