When client documents, follow-ups and deadlines sit in different places, it is hard to see what needs attention. DAM’s CA portal brings client work into a practice workspace, separate from the business owner’s daily billing view.

See the work that needs your attention

Client management: organise your client businesses and open a client’s records.
Compliance calendar: review upcoming tasks, pending work and overdue items.
Documents and reports: work with client documents and reporting tools in the portal.
Practice operations: explore staff, billing and time-rate workflows for your firm.

A practical first visit

Open the portal and follow its sign-in or onboarding flow. Start with one client, review the records available to you and check how tasks and documents fit your firm’s process before moving more work across.

Your next step

Open the CA portalAsk for a CA walkthrough

Confirm onboarding requirements, enabled tools and current access terms in the portal or with support. Business app prices do not establish CA portal pricing.

Questions before you start

Is this the same as the business web login?

The CA portal has its own entry at partners.damapps.com. Business owners use the DAM app or web.damapps.com for their business workspace.

Does a compliance task mean a return is filed?

No. Review task status and filing acknowledgements separately. A calendar or dashboard does not replace professional review or confirmation on the relevant filing system.

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