activCA

activCA - Practice Operations CRM for Finance Firms Managing a finance firm means juggling client deadlines, team tasks, attendance, timesheets, and compliance — all at once, across scattered tools. activCA brings every operational function into one unified, role-based workspace built specifically for finance professionals. Stop managing your firm through WhatsApp groups and spreadsheets. activCA gives you the operational clarity and control your practice deserves.

SIX POWERFUL MODULES. ONE WORKSPACE.

Central Dashboard Get a real-time overview of tasks, team performance, attendance, and productivity metrics the moment you open the app. Task Management Create, assign, prioritise, and track tasks through their full lifecycle. Monitor team tasks and your own — nothing falls through the cracks. Attendance Management Track employee check-ins, handle leave requests, and generate attendance reports without chasing anyone. Timesheet Management Log time spent on each task daily, track durations, and get manager approvals — all in one place. Role Management Control who sees what with granular role-based access and a structured user hierarchy across your firm. Reports Generate, store, and download business reports with full data insights at your fingertips.

BUILT FOR EVERY ROLE IN YOUR FIRM

Leadership — Executive dashboards, compliance reporting, and full operational visibility. Team Leads & Managers — Monitor workloads, approve timesheets, and ensure deadlines are met. Staff & Executives — Clear task assignments, deadlines, and collaboration tools to stay organised.

WHY FIRMS TRUST ACTIVCA

Role-based access ensures data security and compliance at every level Real-time alerts for task updates, escalations, and team activity Export-ready reports in multiple formats for stakeholders Complete audit logs for full accountability Instant sync across all devices with live notifications Secure cloud access — manage your firm from anywhere

From DigiByte Technologies — a software company building purpose-built products for professional services firms. One workspace. Total control. Zero chaos.