> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt > Use this file to discover all available pages before exploring further. # Getting Around > How to navigate the CA Practice Management workspace, use shortcuts, monitor daily operations, and access reports and analytics. 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 | ### Navigation cards 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. CA Practice Management staff portal showing the Today section with dashboard and command centre ### 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](/professional-services/ca-practice-management/reports-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](/bizaxl) section and the [BAS](/bas) section.