For Chartered Accountants
The CA portal is a separate workspace built around how a practice actually runs: many clients, recurring deadlines, review-then-sign workflows. Where the business dashboard answers “how is my business doing?”, the portal answers “which of my clients needs me today, and what can I clear in bulk?” The model is CA-augmentation: you sign — OnGravy does the hundred hours around the signature.
Where it lives: everything in this chapter is under /ca/*. Do not confuse it with /dashboard/ca — that is the Canada jurisdiction workspace, entirely unrelated.
Clients & engagements
/ca/clients-dashboard is the roster: every client with a health score at a glance, so a deteriorating client surfaces before their deadline does. Around it:
- Engagements & engagement letters — scope each client relationship formally; milestones from engagements feed the cross-client board below.
- Invites — bring a client’s business onto OnGravy and link it to your practice.
- Document collection portal — request documents from clients and track what is still outstanding, instead of chasing over ten WhatsApp threads.
- Drafts inbox — client paperwork lands here as reviewable drafts before it touches their books.
Getting a new client onboarded:
- Invite the client (or create their business) from the clients dashboard.
- Set up the engagement and issue the engagement letter — its milestones drive your board.
- Open a document-collection request for the records you need.
- Run the ten-minute diagnostic (below) to see what state the books are really in.
Command surfaces — board, brief, command center
- The board (
/ca/board) — the whole practice on one screen: cross-client columns for overdue, due in 7 days, due in 30 days and blocked, built from engagement milestones. This is the page to start the day on. - Morning brief — a short daily summary of what changed across clients overnight and what is due.
- Command center — jump-to-anything across clients and actions.
Diagnostics & quality
- Ten-minute client diagnostic (
/ca/diagnostic) — point it at a client and get a rapid read of their books’ health: what is inconsistent, unreconciled, or risky. Ideal for new-client scoping and pre-filing sanity checks. - Quality (
/ca/quality) — practice-wide quality checks across your client base. - GSTR-3B reconciliation — reconcile summary returns against the underlying books before anything is filed.
Bulk filing
Deadline weeks are batch work, and the portal treats them that way:
| Surface | What it batches |
|---|---|
/ca/bulk-filing | GST returns across many clients in one sweep — compile, validate, review, file |
/ca/itr-bulk | Income-tax returns in bulk |
| Bulk Form 16 | Generate Form 16 for all of a client’s employees (or across clients) in one run |
Bulk filing composes with each client’s month-end GST orchestration — returns arrive compiled and validated, and nothing auto-submits without review (see Automation).
Audit practice tools
The statutory-audit side of a practice has its own toolkit:
- Working papers — structured audit working papers per engagement.
- Audit disclosures — disclosure checklists and drafting.
- UDIN register — every UDIN issued, in one register.
- DSC tracker — whose digital signature certificates you hold and when each expires.
- CPE tracker — continuing-education hours, tracked so renewal season is not a scramble.
The India suite hub
/ca/india-suite groups every India-specific feature — GST, TDS, income tax, ROC/MCA work, registers and more — into one hub, so you never have to remember which corner of the product a given form lives in. For the underlying compliance mechanics, see GST & compliance (India) and Payroll & TDS.
Practice ops — billing, time, agent
- Practice billing — bill your own clients from the portal; retainer invoicing runs on a cron, so monthly retainers raise themselves.
- Time tracking — log time against clients and engagements, feeding billing.
- The CA agent (
/ca/agent) — the practice-side AI agent surface: proposed actions across your clients queue here for your approval, mirroring the business-side agent queue.
Practice plans are metered per client — see Mobile, offline & billing for how CA billing works.
Gotchas & good to know
/ca/*vs/dashboard/ca: worth repeating — the latter is the Canada workspace. If a “CA page” looks like country tax settings, you are in the wrong place.- CA pages authenticate in the browser. The portal is client-rendered and calls its APIs with a bearer token rather than cookies. Practically: if a portal page shows “Unauthorized” after a long idle stretch, refresh to re-establish the session before assuming access was revoked.
- The board is only as good as your engagements. Overdue/due-7/due-30/blocked columns are computed from engagement milestones — clients without engagements set up will not appear.
- Health scores are a triage signal, not an audit opinion — use the ten-minute diagnostic before drawing conclusions about a client’s books.
- Client access is permissioned like everything else — what your staff can see and do inside client books follows the roles model in Teams & permissions.
- Bulk filing never skips review. The batch prepares and validates; a person files.