Practice Management

CA Manager

Super admins create CA accounts, assign client portfolios, and control templates. CAs sign in with their own login and work only on the clients shared with them.

Super admin control Create CA logins, assign client access, and manage settings.
Scoped CA access Each CA sees only their clients, files, tasks, invoices, and reminders.
Ready for local use Seeded accounts are included so you can sign in immediately after migrating.

Sign in

Use your super admin or CA credentials to open the dashboard.

Seeded local access
Super admin admin@smehtaassociates.com SuperAdmin@123
Sample CA priya@smehtaassociates.com Password@123