Open: CA Portal → Clients / Staff → client assignments
Before you begin
Select the intended CA firm and use an account authorised to manage clients and staff. Know whether the client needs full accounting or compliance-only reporting.
Practise in a test company first. Check the active company and your permissions. Available options depend on your plan, role and platform.
- 01
Open CA Portal and select the correct firm. For an existing business, review and accept its connection request instead of creating duplicate books.
- 02
For a new workspace, open Clients and start the new-client workflow. Choose Full Accounting or Compliance Filing Only and enter the required business details.
- 03
Review and create the client, then open it to confirm the entity and workspace mode.
- 04
Open CA Portal → Staff and Invite Staff. Choose the available firm role, send the invitation and wait for acceptance.
- 05
Use the client assignment action or Firm Staff section. Select the member and choose Read Only, Full or Close Only according to their work.
- 06
Check assignment acceptance and access. Open the client to perform the permitted accounting or statutory workflow, and retain review questions in client notes.
Check your result
Staff can identify the correct client and their assigned work.
If something doesn’t look right
Client access and staff permissions are separate from the availability of specialist reporting features.
Contact support →