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
Know More

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
Know More

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
Know More

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
Know More

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
Know More

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
Know More


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
Know More

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
Know More

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
Know More