Learn CA PRO

Video tutorials

Narrated walk-throughs of CA PRO features, in the Chrome extension and the Windows app. Each runs a minute or two and is shown with an invented sample firm, not a real one.

The narration is shown as captions too, so they work with the sound off
Chapters to jump to a step, and the full transcript
The voice is computer-generated

Start here

CA PRO Toolkit, in under two minutes

The short tour first, on real screens with sample data from a fictional firm; then a tutorial for each feature below. Narrated, with captions.

The firm, its clients and every figure on screen are invented. The voice is computer-generated.

Each title opens its video file (MP4). The narration is shown as captions in the video.

Install the extension, sign in and find your way around Getting started · Chrome extension · 1:06 · MP4, 12.3 MB Add CA PRO Toolkit to Chrome, pin it, sign in once with your firm's Google account, and see where everything lives in the popup: today's work, the full workspace, GSTR Downloader, all tools and the tutorials.
Download one client's GST returns from the portal tab you signed in on GSTR Downloader · Chrome extension · 1:19 · MP4, 13.7 MB Open GSTR Downloader in the popup and sign in on GST Portal yourself. Choose the return, the financial year and the file type, check what each month holds, and download the months you need into the client's folder. The run monitor shows every month and its file.
Download returns for many clients in one run GST Desk: Return Downloads · Chrome extension · 1:30 · MP4, 14.2 MB List your clients, pick the returns and the period, press Start, and sign in on GST Portal for each client. Every file lands in a folder for that client.
Save client logins so the GST portal signs them in GST auto sign-in · Chrome extension · 1:19 · MP4, 12.1 MB In GST Desk's Auto Sign-in tab, save each client's GST portal login once, in this browser on this computer. With Auto sign-in ticked on the portal's sign-in page, the username, password and captcha fill themselves, for one client or a whole download run.
Find your way around the CA PRO workspace Workspace · Chrome extension · 1:17 · MP4, 15.5 MB The workspace in a Chrome tab: Home puts overdue work, today's deadlines and missing documents first, search finds any task, client or case, Jump to opens any page, and the side panel switches firms and shares the invite code.
Start the day with your own work in order Daily Work Planner · Chrome extension · 0:37 · MP4, 5.6 MB Open Daily Work Planner from the popup's All tools. Your tasks, your reminders and the documents to chase are put in three lists: Do first, Plan today and Can follow.
Keep every due date in view: calendar, reminders and digests Calendar, reminders and digests · Chrome extension · 1:27 · MP4, 16.1 MB In the CA PRO workspace, the compliance calendar lists every task, tax work item and reminder by its due day. Set a reminder from the popup's All tools, and read daily and weekly digests: preview one at any time, and find every prepared summary in the inbox.
See the firm's filings, workload and reviews at a glance Filing dashboard, workload and reviews · Chrome extension · 1:22 · MP4, 15.0 MB In the CA PRO workspace, the filing dashboard shows each client's compliance work side by side, Team Workload counts each member's open work, and the review queue gathers what waits for a reviewer. Team Workload and the review queue are for firm admins.
Reconcile a client's purchase register with GSTR-2B GST Reconciliation · Chrome extension · 1:30 · MP4, 20.6 MB In the CA PRO workspace, choose the client and period, check and apply the purchase register and GSTR-2B, start the reconciliation, then review the exceptions and the GSTR-3B control.
Review a client's TDS return data, check by check TDS Health · Chrome extension · 1:30 · MP4, 18.1 MB In the CA PRO workspace, bring in the deduction register, challans, statement status and 26AS, open the client's TDS review, read each check with its evidence, record your conclusion, and turn open checks into tasks.
Turn a tax notice into a case with confirmed facts Notices and cases · Chrome extension · 1:30 · MP4, 17.2 MB In the CA PRO workspace, read a notice into a new case with your consent, let a model propose its fields, confirm the facts yourself, and work the case through deadlines, drafts and submissions.
Run an audit engagement from planning to closure Audit engagements · Chrome extension · 1:30 · MP4, 17.6 MB In the CA PRO workspace, start a draft engagement with its team and scope, work its checklist and client requests, record findings with their evidence, and close it only after the reviewer approves.
Keep audit evidence in working papers, and decide each AI suggestion yourself Audit working papers · Chrome extension · 1:30 · MP4, 17.9 MB In the CA PRO workspace, open an engagement's Audit Working Papers, create a paper, and add source entries with their amounts and supporting references. With your consent, an AI model suggests points that cite those entries; nothing becomes a finding until you accept or edit it.
Audit packs: a Clause 44 working you decide row by row Audit assistance · Chrome extension · 1:30 · MP4, 17.4 MB From the Audit page, open Audit packs and create a Clause 44 pack from the books and returns already imported. Each row shows its rule and waits for your decision; a supplier missing from GSTR-2B has no status until you pick one. A note the packs do not cover is reviewed on the Audit page: the area, the terms matched, procedures with standards and drafted insights.
Keep the firm's work on one task board Tasks · Chrome extension · 1:30 · MP4, 20.2 MB Add a task, filter the firm's board by status, change many tasks at once after previewing the change, and export the board to Excel or CSV.
Track each client's returns and the documents they owe Tax Work Tracker · Chrome extension · 1:30 · MP4, 12.3 MB The Tax Work Tracker keeps one item per client return: the documents it needs, which have arrived, notes, the due date and the progress, with a Word, Excel or PDF summary to share.
Look through a client's workbook without uploading it Spreadsheet Review · Chrome extension · 1:03 · MP4, 10.6 MB Open an Excel or CSV file from the workspace's GST page, pick a worksheet, search it, and export the rows you see as CSV. The file is read in your browser and never uploaded.
Set up your firm and bring your team in Firm setup · Chrome extension · 1:17 · MP4, 14.7 MB Create a shared firm or join one with its code, share the invite code with your team, decide who may join and edit, change the code when it has spread, and name the firm and its summary emails.
Get started with CA PRO for Windows Getting started · Windows app · 1:20 · MP4, 14.0 MB Install CA PRO for Windows, sign in once with your firm's Google account, then find your way: Overview, the menu, search, switching firms, and the tutorial for every feature.
Save client logins and sign in to GST Portal automatically GST auto sign-in · Windows app · 1:24 · MP4, 11.9 MB Save each client's GST portal login once, or import the firm's list, then sign a client in with one click: CA PRO types the login, answers the captcha and presses LOGIN in its own browser window. A wrong password is never retried.
Check whether every client filed GSTR-1 and GSTR-3B GST Filing Status · Windows app · 1:21 · MP4, 11.8 MB Paste your clients' GSTINs, pick the year and your own saved login, and press Check the list. Each row shows what GST Portal's Search Taxpayer screen says.
Verify a list of GSTINs GST Verification · Windows app · 1:16 · MP4, 12.3 MB Paste a list of GSTINs, tick the registration details you need, and press Verify the list. Each detail is read off GST Portal's Search Taxpayer screen; one the portal does not show reads Not available.
Download GST returns for many clients Return Downloads · Windows app · 1:23 · MP4, 12.9 MB List your clients, choose the year, the return, the format and the months, pick whose login runs the list, then check the plan and start. Every file is saved into Client, Year, Return and Format folders.
Work in more than one firm Workspaces · Windows app · 1:09 · MP4, 12.4 MB See every firm you belong to, change the active one, adjust the firm's settings, join a colleague's firm with a code, or create a new shared firm.
Preview a GST workbook before you use it GST workbook import · Windows app · 1:02 · MP4, 11.9 MB Read an Excel, Word or delimited file on this PC, see exactly how it was read, and check every row before it goes anywhere.
Review a GSTR-2B reconciliation run GST reconciliation · Windows app · 1:30 · MP4, 14.9 MB Open a client's run, review its lines, filter to the exceptions and record a decision on each, then check the GSTR-3B control. CA PRO records your decisions; it never files a return.
Work through a client's TDS health checks TDS health · Windows app · 1:26 · MP4, 16.1 MB Open a client's TDS return run, review its checks (deposits, PANs, Form 26AS credit), record your conclusion on each, and turn the open ones into tasks with an owner and a due date.
Handle a tax notice from facts to filing Notices and cases · Windows app · 1:30 · MP4, 16.6 MB See the firm's notices, open a case, confirm its facts from the notice under your name, draft the response, send it for review, and record how it was filed.
Run an audit engagement and record its findings Engagements · Windows app · 1:22 · MP4, 15.5 MB See the firm's engagements, open one, raise a finding with its risk and evidence, see which review decisions are open, and keep the working papers behind it.
Track each client's tax documents Tax work tracker · Windows app · 1:21 · MP4, 15.8 MB Start a session for a client's return, let the work type's template build the document checklist, mark documents as they arrive, and mark the work complete.
Run the firm's tasks on one board Task management · Windows app · 1:30 · MP4, 15.7 MB See every compliance task by stage, open a card's details, create a task with an owner and a due date, move it along, and check the work assigned to you.
Invite your team and see their workload Team and invitations · Windows app · 1:13 · MP4, 13.1 MB Invite colleagues with a code that carries their designation, decide designation requests, and see the open work each member is carrying.
Audit packs: a Clause 44 working you decide row by row Audit assistance · Windows app · 1:30 · MP4, 21.1 MB Open Audit packs from the Audit page and create a Clause 44 pack from the trial balance, purchase registers and GSTR-2B already imported. Each row shows the rule behind it and waits for your decision. A flagged row goes to the Audit page, where procedures are drafted only when you press the button, marked draft for review; a cited standard opens as an index entry.
Import a register for a client, after you check it Imports · Windows app · 1:29 · MP4, 17.1 MB Read a purchase register or TDS file, say which client and period it belongs to, map every column, check the server's normalized rows, and commit only when you confirm.
Get a daily summary of your work Digests · Windows app · 1:08 · MP4, 14.9 MB Read the daily and weekly digests CA PRO prepares, build a draft to read now, and choose how often your own digest arrives.
Control what stays on this PC Security and settings · Windows app · 1:11 · MP4, 14.5 MB See what CA PRO keeps on this PC and how it is protected, remove local data, and set model-assisted review, notifications and reminder preferences.
Read a notice and start its case Read a notice · Windows app · 1:30 · MP4, 18.2 MB Read a notice PDF or scan with your consent, start a case with its text, let a model propose the notice's fields, and confirm each one yourself.

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CA PRO Toolkit, in under two minutes

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