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.
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Credentials & Login
00:00
Getting Started with CA Cloud Desk
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.
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Mark Attendance
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.
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Task Management
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.
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Leave & Raise Grievance
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.
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Timesheet
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.
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Communication
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.
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Create Documents & Agreements
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.
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Calendar & Infographics
Employee
About Lesson

🎯 Objective:

To help you stay connected with clients and team members using integrated communication tools inside CA Cloud Desk.

💬 Why Use Integrated Communication?

CA Cloud Desk allows you to send messages directly from the platform via:

  • Email

  • SMS

  • WhatsApp

This ensures quick, professional communication without switching apps or tools.

📩 How It Works

  1. Go to Communication Panel:
    Navigate to the Communication or relevant module (Customer/Task/Document).

  2. Choose Channel:
    Select whether you want to send a message via Email, SMS, or WhatsApp.

  3. Compose Message:
    Add recipient, subject, and message content. Templates may be prefilled in some modules.

  4. Send Instantly:
    Messages are logged for transparency and audit purposes.

🔔 Use Cases

  • Notify customers of task status or document uploads

  • Send reminders for compliance or payment dues

  • Share updates with team members instantly

✅ Benefits

  • Save time with multi-channel communication

  • Maintain a complete communication trail

  • Increase professionalism and client satisfaction

📞 Need Help?

📲 Helpline: 0120 4308902
💬 Or use your official group for support

📘 Pro Tip:

Explore pre-built templates for faster communication inside tasks, documents, and billing modules.

⏭️ Next Step:

Continue to Lesson 8: Document Creation & Compliance Tools

 

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