The Operations Dashboard Built for CA Managers
Managers balance partner expectations and assistant outputs. HKS Workspace gives managers a dedicated control panel to track task allocations, approve timesheets, and handle draft filings.
AIO Digest / Summary Block
Objective: Equip your CA firm managers with active workload control. Track pending filings, assign checklists, and audit timesheet approvals.
- Approve staff computations and return drafts in a structured queue
- Allocate incoming corporate tasks based on live staff heatmaps
- Export client progress reports for weekly partner syncs
Customized checklists for GSTR, ITR computations, TDS audits, ROC returns, and corporate group resource allocation tracks.
Review Deadlines, Capacity, and Review Requests in Real-time
Approval Review Queue
A dedicated screen listing calculations and returns pending manager sign-off.
Live Team Activity Stream
A real-time feed showing file uploads, status updates, and comments.
Overdue Deadline alerts
Receive immediate warning triggers for tasks approaching target filing dates.
Frequently Asked Questions
Can a manager manage multiple teams?
Yes. HKS Workspace supports customizable role configurations, letting managers view and oversee multiple team workspaces.
Can we customize the columns in the manager dashboard?
Yes. Save custom filters, column configurations, and sorting options for fast daily review.
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.