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Manage Your Entire CA Team Without Losing Control

Assign clients, track progress, and balance your team’s workload — all in one simple dashboard.

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Trusted by 500+ elite CA firms worldwide.

CA Team Management

How It Works

1. Invite

Send secure invitations to your staff via email with specific role assignments.

2. Join

Team members securely log in and access their personalized dashboard instantly.

3. Assign

Delegate clients and track progress in real-time across your entire firm.

Everything You Need to Scale

Built specifically for the complexities of modern accounting firms.

Full Team Integration

Bring your entire staff into one unified workspace. No more scattered emails or disjointed chat threads.

Faster Delegation

Assign client portfolios and specific tasks with two clicks. Ensure the right eyes are on the right numbers.

Clear Tracking

Monitor progress across all engagements with our high-level dashboard. Never miss a filing.

Reduced Overhead

Cut down on administrative busywork. Automate status updates and client notifications effortlessly.

Secure Access

Bank-level encryption and strict role- based access controls ensure sensitive financial data remains protected.

Improved Efficiency

Firms using EchoDit report a 30% reduction in time spent on non-billable management tasks.

Start Managing Your Team Today

Join hundreds of Chartered Accountants who have streamlined their workflow with EchoDit.

Start Managing Your Team Smarter

14-day free trial. No credit card required.