Staff & department analytics
Throughput and workload, by person and department.
Team management
Run the firm like a firm, not a group chat.
Departments, partners, staff and articles each get a view scoped to their role — with review built into every piece of work.
What you get
Team management, done properly.
- Five internal levelsMaster Admin, Admin, Managing Partner, Partner, and staff & articles.
- Departments and teamsOrganise people the way your practice is actually split.
- Workload before assignmentPartners see who is carrying what before they assign.
- Review with a scoreApprove, or request changes with comments and a 1–10 quality score.
See how the firm is doing
Analytics for the whole firm, each department and each person — and an Excel export when you need to work the numbers yourself.
Staff invitations
Invite team members by email; they join with the role you set.
Account audit trail
Changes to the firm account are recorded with who and when.
Keep exploring
It all connects.
Client management
Stop hunting across spreadsheets, WhatsApp chats and email threads. Each client's identity, work, deadlines and documents live together.
ExploreBilling & invoicing
Approved work turns into a GST invoice with the tax heads already split — so nothing goes unbilled and nothing needs re-typing.
ExploreGST compliance
Every return for every client, by period, with an owner and a status — and reminders before it becomes a late fee.
ExploreRun your next filing season on CA Manage.
Register your firm in a few minutes. New firms start on a 14-day trial, and a free plan is available after it.