SME features

Take Control of Compliance

Use CAdashboard to understand status of compliance for your firm.

• Easy access to Compliance that your service Provider is Managing for you
• Set and Manage Compliance for your firm
• Compliance Dashboard – Find compliance Status on click

Collaborate with your Service Providers (CA/CS/Other)

Easily connect with your Service Providers for effective and secured collaboration - anytime from anywhere

• Provide Cadashboard Access to your Service Providers
• Share Tasks & Documents with your Service Providers
• View Invoices from to your Service Providers

Work Management

Use CAdashboard to act on tasks shared by your Service Providers & Manage within your firm. After the Tasks are set Cadashboard will handle reminders for you,

• Efficiently manage tasks/activities
• Manage Compliance related Task separately
• Task History at one place

Document Management

Avoid the tiresome work of sifting through emails and files for critical documents. CAdashboard’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 Service Providers

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

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
• Service Provider-wise Reports
• Employee-wise Reports
• Task Reports

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