Getting Around

CA Practice Management has two main surfaces: the Desk workspace for firm staff and partners, and the Client Portal at /portal for both staff and clients. This page explains how to find your way around both.

The Desk workspace

When you sign in and open the Desk, you land on the BIZ CA Practice Management workspace. This is your daily command centre. It is organised into five sections from top to bottom.

BIZ CA Practice Management workspace showing Practice KPIs, charts, shortcuts, and navigation cards

Practice KPIs (number cards)

Four number cards show the firm’s real-time pulse at the top of the workspace:

Card	What it shows	Who acts on it
Computations Filed	Count of income tax computations with status “Filed” this month	CA Partner (confirms progress)
Pending Filing	Count of computations in “Computed” status waiting to be filed	CA Manager (chases filing)
Open Document Requests	Count of all open document requests across all clients	CA Staff (follows up with clients)
Active Engagements	Total number of active client engagements	CA Partner (capacity planning)

Four number cards showing Computations Filed, Pending Filing, Open Document Requests, and Active Engagements

Dashboard charts

Two charts sit below the KPI cards: Compliance Tasks by Status (donut chart): Shows the split of all compliance tasks across Pending, In Progress, Filed, Overdue, and other statuses. A large Overdue slice is a flag that the team needs attention. Computations by Status (bar chart): Shows how many income tax computations are in Draft, Computed, and Filed status. Use this to track ITR filing season progress.

Compliance Tasks by Status donut chart and Computations by Status bar chart

Shortcuts

Six coloured shortcut tiles give you one-click access to the records you open most often:

Shortcut	Colour	Takes you to
Statutory Forms	Green	CA Statutory Form list
Computations	Blue	CA Income Computation list
Engagements	Cyan	CA Engagement list
Compliance Tasks	Orange	CA Compliance Task list
GST Returns	Purple	CA GST Return Tracker list
Leads	Pink	CA Lead list

Below the shortcuts, the workspace is divided into grouped navigation cards: Client Pipeline

Leads

Compliance Management

Engagements
Compliance Tasks
Compliance Task Templates
Time Logs

Statutory Forms

Statutory Form catalogue

GST and Indirect Tax

GST Return Trackers

Corporate Law and ROC

ROC Filings
Board Meetings
Secretarial Audits
Statutory Registers

Reports and Analytics

Compliance Ageing
GST/TDS Reconciliation Summary
Penalty Avoidance
Revenue vs Effort Analysis
Client Compliance Health Score
Income Computation Summary
DSC Expiry Alert
Document Status

The portal (staff view)

Staff and partners also have access to a full-featured single-page web application at /portal. Sign in with your staff account and you land on the staff shell.

Today section

Page	What you do here
Dashboard	See your personal task queue (staff) or the firm dashboard (partners)
Command Centre	See all overdue and due-soon obligations across tasks, GST returns, ROC filings, notices, and open leads. Auto-assign tasks to staff and check team capacity
Deadlines	Calendar view of all upcoming filing deadlines

Clients section

Page	What you do here
Leads	Manage the prospect pipeline; add activity notes; advance stage
Engagements	Open or create client engagements; re-derive applicability; generate the annual obligation package
Document Requests	View and manage all document checklists across clients
Client Requests	Support inbox for messages sent by clients

Work section

Page	What you do here
Tasks	Your assigned compliance task queue; advance task status
Time Logs	Log time against tasks; see your weekly hours

Filings section (CA Staff and above)

Page	What you do here
Income Tax	List and open income tax computations
Tax Audit (3CD)	List and open Form 3CD tax audit reports
Advance Tax Planner	Estimate and plan quarterly advance tax for all clients
Tax from Expenses	Map client expenses to applicable statutory forms
GST Returns	Prepare, reconcile, and file GST returns
Annual Filings	Generate and validate GSTR-9/9C and AOC-4 XBRL packages
ROC Filings	Drive ROC filing workflows (CS Executive and above)
Board Meetings	Manage board and AGM meeting records (CS Executive and above)
Secretarial Audits	Run and finalise secretarial audits (CS Executive and above)
Statutory Registers	Maintain and version statutory registers (CS Executive and above)
Reconciliation	ITC and TDS reconciliation tools
Notices	Create and manage statutory notice responses

Practice section (CA Partner only)

Page	What you do here
Firm Overview	Top-level summary of the firm’s compliance status
Practice MIS	Filings donut, risk-ranked client list, and management information
Utilisation and WIP	Staff hours, billable utilisation, and work in progress
Billing	Review and submit client invoices
Staff Workload	Task load per staff member; identify overloaded team members
Compliance Heatmap	Visual calendar heatmap of all upcoming deadlines
Reports	Access all eight built-in reports

Vault and DSC

Page	What you do here
Vault	Store and retrieve portal credentials for clients. Credentials are hidden in list view; only managers and partners can reveal them

The portal (client view)

When a client user signs in, they see a completely different shell with only their own data.

Client portal showing the client's own dashboard with pending tasks and recent filings

Page	What the client does here
Dashboard	See their own compliance status and any pending actions
Tasks	View their assigned tasks; approve their income tax return
ITR Review	E-approve their income tax computation with OTP or DSC
Notices	View notices the firm has marked as client-visible
Filings	See their filed returns and ITC status
Documents	Upload requested documents; view version history
Downloads	Download their returns, computation memos, and certificates
Billing	View and pay their invoices online (Razorpay if configured)
Self-Service	Update their own details and contact preferences
Onboarding	Complete the onboarding checklist for new clients
Support	Raise a support request to the firm

Reports

All eight reports are accessible from the Reports and Analytics card on the workspace or from the Reports section in the portal (partner only). Each report opens with a set of filters at the top. Apply the filters and click Run to see results. See Reports and Analytics for a full description of each report, its filters, and how to use it.

Notifications

The bell icon in the top-right corner shows in-app notifications. You receive a notification when:

A compliance task is newly created and assigned to you
A task reaches a status that requires your action (such as “Review” or “Client Approval”)
A client replies to a support request
A deadline reminder fires for an obligation

Clients receive notifications in their portal when:

A new task is created for their engagement
A task is assigned to them for action
The firm replies to their support request

For related platform documentation, see the Bizaxl section and the BAS section.

Law Management

Insurance Management

CA Practice Management

The Desk workspace

Practice KPIs (number cards)

Dashboard charts

Shortcuts

Navigation cards

The portal (staff view)

Today section

Clients section

Work section

Filings section (CA Staff and above)

Practice section (CA Partner only)

Vault and DSC

The portal (client view)

Reports

Notifications

​The Desk workspace

​Practice KPIs (number cards)

​Dashboard charts

​Shortcuts

​Navigation cards

​The portal (staff view)

​Today section

​Clients section

​Work section

​Filings section (CA Staff and above)

​Practice section (CA Partner only)

​Vault and DSC

​The portal (client view)

​Reports

​Notifications

The Desk workspace

Practice KPIs (number cards)

Dashboard charts

Shortcuts

Navigation cards

The portal (staff view)

Today section

Clients section

Work section

Filings section (CA Staff and above)

Practice section (CA Partner only)

Vault and DSC

The portal (client view)

Reports

Notifications