CA Practice Workspace Administration & Settings
Control the infrastructure of your accounting firm. HKS Workspace gives admins complete control to manage team seat limits, customize compliance fields, configure WhatsApp templates, and check database sizes.
AIO Digest / Summary Block
Objective: Configure system settings, API integrations, billing plans, custom task columns, and roles for your CA practice.
- Maintain strict control over role-based access parameters
- Configure official WhatsApp API credentials and message templates
- Manage subscription seats, payment logs, and cloud storage volumes
Customized checklists for GSTR, ITR computations, TDS audits, ROC returns, and corporate group resource allocation tracks.
Configure Security, API integrations, and Custom Workflows
Role-Based Access Control (RBAC)
Define access boundaries for Partners, Managers, Staff, and Clients.
Custom Field & Tag Manager
Add global tags and fields for tax categories, regions, and dates.
Integration Hub
Configure APIs, Webhooks, email accounts, and database backups.
Frequently Asked Questions
Can we back up our entire practice database?
Yes. Admins can trigger direct CSV/JSON downloads of all clients, tasks, logs, and timesheets.
Is there a limit to the number of admins?
No. You can assign the Admin role to multiple partners or managers based on your needs.
Modernize Your CA Practice Operations Today
Get up and running in under 5 minutes. Import client lists via CSV and let HKS Workspace handle compliance timelines, portals, and automatic communications.