CA Work OS · Interactive Demo
Choose a role to explore
SM
Demo Partner
Owner · Sees everything — Pulse, all tickets, billing, admin
Owner
RD
Rahul Deshmukh
Tax Manager · Sees team tickets, review queue, stuck items
Manager
PP
Pooja Pawar
Accountant · Sees only her own tickets, updates status & tasks
Employee
PM
Prerna Mehta
Billing · Sees pending billing queue, marks billed & paid
Billing
All data is demo data. Nothing is saved.
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Cornerstone Advisors
· Built for CA firms, CS practices & law firms
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Cornerstone
Advisors
CA Work OS · Demo
Workspace
🎫
All Tickets
⚡
Pulse
⚡
My Work
⚙️
Work Types
👥
Admin Panel
📈
Utilisation
🗄️
Archived
Work Types
?
—
—
🔑
⏻
🎫
Tickets
⚡
My Work
⚡
Pulse
⚙️
Types
👥
Admin
⏻
Logout
All Tickets
All Months
January
February
March
April
May
June
July
August
September
October
November
December
—
+ New Ticket
All
Not Started
⚠ Waiting
In Progress
Review
💰 Billing
✅ Billed
— Non-Billable
💵 Paid
Done
All Priorities
High
Medium
Low
All Types
All Assignees
Ticket
Client
Type
Due
Priority
Status
Owner
—
—
✕
New Ticket
✕
Client Name
Work Type
Priority
High
Medium
Low
Due Date
Assign To
Task Template
(auto-loaded)
Define Tasks
+ Add
Complete Task
✕
Completion Note
(optional)
Add User
✕
Full Name
Firm Role
System Role
Employee
Senior
Manager
Owner
Reports To
PES Role Group
(for performance evaluation)
— Not evaluated —
Director
Tax Head
Accountant
HR
Office Assistant
Senior Staff
Employee
Article
Username
(auto-generated, editable)
@cornerstoneadvisors.in
Full username:
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