CA India β€” ICAI
Chandan Choudhary & Associates
Chartered Accountants Β· Work Tracker

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Staff accounts are provisioned via the Firebase Authentication console.

CA India β€” ICAI

CCA Office Work Tracker

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Company Details Work Type & Period Assigned To Due Date Priority Status Billing & Invoice RemarksActions

Add Task

Company & Contact Details
Work & Periodicity
Assignment & Status

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Work:
Email:
Mobile:

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Import from Excel

Upload an Excel (.xlsx) or CSV file to bulk import clients and tasks.

Required Column: Company Name (or Client Name)
New Columns Supported: Owner Name, GST/PAN, FY, Quarter, Month
Other Columns: Email, Mobile, Work Type, Assigned To, Due Date, Remarks

βš™οΈ Settings

Admin Access

Only the account(s) below can delete tasks or restore a backup. Everyone else can add, edit, and update tasks normally.

    To change who's an admin, edit ADMIN_EMAILS near the top of this file's code and redeploy β€” and update your Firestore Security Rules to match (see SETUP_GUIDE.md).

    Backup & Restore

    A full backup downloads every task exactly as stored (including portal credentials), so it can fully restore your data later β€” unlike the CSV/PDF reports, which are for reading, not restoring.

    This overwrites any existing task that shares an ID with the backup. Use this to undo an accidental mass-deletion or data problem β€” not for routine use.

    Restoring a backup is an admin-only action.

    Client History

    Work Type & Period Due Date Status Billing
    Ledger & Bill (admin only β€” also downloadable by this client via the Status Portal)
    Ledger
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    Bill / Invoice
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    This client has no GST/PAN on file yet β€” add one on any of their tasks first, since that's what the client portal uses to find their documents.

    Edit History

    πŸ“Š Reports