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
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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
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Marking Attendance in CA Cloud Desk – Quiz for HR & Admin Teams
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
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Task Management for Employees – Stay on Track with CA Cloud Desk
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
00:00
Raise Grievance
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Leaves & Grievance Handling – Know Your HR Rights in CA Cloud Desk
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
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Timesheet Essentials – Track Your Work Hours in CA Cloud Desk
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
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Documents & Agreements Management – CA Cloud Desk User Quiz
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
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Infographics
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Mastering Calendar & Infographics – CA Cloud Desk User Quiz
Employee

In today’s digital-first world, effective communication is key to standing out and building trust with clients. The Infographics Module in CA Cloud Desk empowers Chartered Accountants, tax professionals, and CA firms to create visually compelling, professional-quality infographic images quickly and easily—no design skills required.

This comprehensive chapter guides you through every aspect of the Infographics Module, from selecting the right category to customizing templates with your branding details such as your name, contact information, and firm logo. Whether you need to create GST updates, ITR reminders, festive greetings, or client awareness campaigns, this module offers a wide range of ready-to-use categories and templates tailored specifically for CA practices.

You’ll learn how to:

  • Navigate the Infographics Module with ease

  • Search and select appropriate templates based on your campaign needs

  • Customize variables in templates to reflect your branding and contact details

  • Generate high-quality infographic images instantly

  • Download or share these images directly via WhatsApp, Instagram, Facebook, or other platforms, maximizing your reach and engagement

By leveraging these tools, you can save valuable time while enhancing your firm’s visibility and client engagement. The chapter also explores best practices for using infographics as a powerful marketing and communication tool in the CA industry, helping you stay top-of-mind with clients and prospects.

Whether you are an intern, associate, or senior CA professional, mastering the Infographics Module will elevate your firm’s marketing efforts and strengthen client relationships. Dive into this chapter to unlock creative potential and digital marketing success with CA Cloud Desk.

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