Manage Compliance

Use CAdashboard to easily define manage compliance for your firm and your clients.

  • Import Master Compliance provided by Cadashboard
  • Define your own Master Compliance
  • Set and Manage Compliance for your firm & Clients
  • Compliance Dashboard – Find compliance Status on click
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Collaborate with your Clients

Easily connect with your clients for effective and secured collaboration - bring transparency with your clients

  • Provide Cadashboard Access to your Clients
  • Share Tasks & Documents with your Clients
  • Share Compliance Status with your Clients
  • Share Invoices directly to your Clients
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Work Management

Use CAdashboard to manage work within your firm. After the Tasks are set Cadashboard will handle reminders for you

  • Efficiently manage tasks/activities
  • Manage Compliance related Task separately
  • Manage Task Efforts & Billability
  • Task History at one place
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Document Management

Avoid the tiresome work of sifting through emails and files for critical documents. CAdahsboard’s simplified Document Features will manage it for you!

  • Simplified Documents Management
  • Documents Classification for Future Reference
  • Easily Manage Properties for all the Document
  • Share Documents with your Clients
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Financial Management

Finding it difficult to know top paying and profit making clients? Want to have control on cash flow status of your firm? CAdashboard helps you take financial control

  • Focus on your most profitable clients
  • Revenue and Expenses Summary
  • Manage Receivables & Expenses Effectively
  • Understand Costs so that you can control them
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Role Based Access

With Cadashboard, you can manage Roles and access very easily, thereby providing only relevant access to users

  • Define Roles for your Firm
  • Set Access Level for each Role
  • Manage Access for each Function of CAdashboard
  • Provide Relevant access to your Employees/users
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Reports

With many employees & interns to handle, will it not be good to get key reports as and when required? CAdashboard has multiple reports at your disposal.

  • Business Reports
  • Client-wise Reports
  • Employee-wise Reports
  • Task Reports
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Configurable Alerts

Cadashboard provides you complete flexibility to define your own alert messages at firm level.

  • Email & SMS Settings
  • Invoice Alerts
  • SME Alerts
  • Task Reminder Alerts
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CAdashboard on Mobile

Go mobile with Cadashboard mobile App to access it on your iPhone, iPad or Android smartphone.

  • Create & Update Tasks
  • Add & View Expenses on go
  • Add & View Advance Payments
  • Access Cadashboard News on mobile
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