CARA
CARA is the CA Portal for running organisation operations: client accounts, filings, invoices, and team access.
Who this documentation is for
| Audience | Role in the product |
|---|---|
| Admin | God inside one organisation — users, Policy, approvals, billing |
| Member | Day-to-day work with limited access granted by designations |
Product journey
- Sign in and land on Home
- Admin configures Policy, users, and org profile
- Onboard Individual and Organisation accounts
- Run milestones → filings → invoices
- Use the notification inbox (and settings where available)
Open the portal: Launch CARA
Start with Sign in or skim Roles overview.