A CA practice handles recurring work alongside one-off client requests. A GST return may be waiting for documents while an audit assignment needs a manager’s review. Cam-Desk connects each piece of work to its client account, owner and status, giving the team a shared place to coordinate the next step.
See who owns the next action
Create assignments with a client account, priority, due date and responsible person. Use the list or Kanban board to review progress. Tasks and queries stay with the assignment, so a handover includes the context behind the current status.
Keep recurring compliance visible
Use compliance rules, schedules and reminders to organise recurring work across client accounts. Review upcoming dates alongside the assignment backlog. Your firm remains responsible for choosing applicable obligations and checking statutory dates.
Bring client documents into the workflow
Keep working papers and client files in Drive with account context and access permissions. Staff can return to the relevant files while preparing or reviewing an assignment, rather than reconstructing the document trail from separate conversations.
Connect delivery, time and billing
TimeDesk covers attendance, leave and timesheets, while contracts and invoicing share the client account model. Partners can review delivery and billing activity in the same workspace. Package allowances and available reporting are explained on the pricing page.