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
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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

🎯 Objective:

To help you understand what CA Cloud Desk is, how to get your login credentials, and how to log in through both web and mobile platforms.

🧩 What is CA Cloud Desk?

CA Cloud Desk is a Practice Management Software (PMS) built specifically for Chartered Accountant firms. It helps manage employees, clients, tasks, documents, billing, and communication in one unified system.

Whether you’re at the office or on the move, CA Cloud Desk ensures you can manage your work seamlessly through its web platform and mobile apps (Android & iOS).

📧 Getting Your Login Credentials

Once you’ve completed your onboarding formalities, your HR/Admin will create your account on CA Cloud Desk.

You’ll receive a welcome email on your registered email ID containing:

  • Your login email ID

  • A temporary password

If you do not receive this email:

  • Contact your HR/Admin

  • Or click on “Forgot Password” on the login screen to reset it yourself

💻 How to Log In on Web

To access CA Cloud Desk from your browser:

  1. Go to 👉 www.caclouddesk.com

  2. Click on Login and select Partner Login

  3. Enter your email ID and password

  4. Click Login

You’re now ready to start using the platform. Make sure to change your password after the first login.

📱 How to Log In on Mobile

To use the mobile version of CA Cloud Desk:

Step 1: Download the App

  • Go to the Play Store (Android) or App Store (iOS)

  • Search: CA Cloud Desk – PMS

  • Download and install the app

Step 2: Login

  • Open the app

  • Enter the same email ID and password you received

  • Tap Login

🔒 Don’t forget to change your password after logging in for the first time.

👉 You can also scan the QR code to download the app:
https://ca24.in/app

📌 Need Help?

📞 Call our support helpline: 0120 4308902
💬 Or post your query in your official team group

✅ Next Step:

Once you’re logged in, move to Lesson 2: Mark Attendance to learn how to begin your workday on CA Cloud Desk.

Exercise Files
ca_clouddesk.png
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