Your CA dashboard

Your CA dashboard at /ca/dashboard is the central interface for managing your cases and earnings on BenefitStack. It has three tabs.

My Cases tab

Shows all cases currently assigned to you. Each case card displays:

• The scheme name and type of application
• The founder's company name (visible once the case is claimed)
• The current status in the five-stage workflow
• The fixed fee for this case
• The date the case was assigned

Click a case card to open the case detail view where you can advance the status and see the documents the founder has uploaded.

Marketplace tab

Shows all open cases available for claiming — cases where a founder has chosen the CA-assisted track but has not yet been matched with a CA. Cases in the marketplace are filtered based on your declared specialisations and states. See The case marketplace for details on claiming.

Earnings tab

Shows your cumulative earnings from filed cases. The tab displays the total earned so far and a list of individual case payouts once cases reach Filed status. See Earnings and payouts for how the fee schedule works.

The + Invite a client button

You can invite your own existing clients to run their assessment on BenefitStack. Click + Invite a client, enter their email, and they receive an invitation link. If they subsequently use the CA-assisted track, you are preferentially matched to their cases.

Notifications

BenefitStack sends email notifications when new cases matching your specialisations appear in the marketplace, when a founder uploads documents on one of your cases, and when a case reaches outcome. Keep your registered email current to receive these alerts.