Everything Your Tax Practice Needs to Manage Documents Securely
Say goodbye to chaotic email trails and unsecured attachments. Discover the tools built specifically for modern Indian CA firms.
Document Management
Streamline file structures, organize layouts, and find records in seconds.
Upload Documents
Upload GST returns, income tax filings, tax computations, and audit reports with ease.
Organize by Client
Files are automatically mapped to clients based on PAN and assessment year variables.
Category Management
Group items under predefined categories: Income Tax, GST, Invoices, or corporate filings.
Search Documents
Quick query filters to locate documents across assessment years or client tags instantly.
Client Portal
Seamless, password-free document delivery channels for clients.
Secure Access Links
Send direct sharing links to clients. No platform signup or registration required.
PAN Verification
Security check that verifies the client's tax Permanent Account Number prior to loading files.
Download Files
Allows clients to securely download their tax acknowledgment sheets and forms on any device.
View Documents Online
Clients can preview files directly inside their browser without exposing backend storage urls.
Organization Management
Coordinate multi-office practices and administrative hierarchy.
Multi Firm Support
Super Admins can register and manage multiple CA branches or sister concern firms.
User Management
Coordinate consultant profiles, disabled status toggles, and account creations.
Staff Permissions
Assign staff users specifically to selected client accounts to maintain confidentiality boundaries.
Security & Compliance
Full accountability trails and data isolation safeguards.
Audit Logs
Tracks every single file upload, download click, client PAN lookup, and user log.
Role Based Access
Defines clean limits between Super Admins, Organization Admins, and Staff.
Activity Tracking
Monitor IP coordinates and browser clients logging in to verify network integrity.
Storage Integration
Harness your private cloud storages for complete ownership.
Google Drive Integration
Connects directly via OAuth2 to storage vaults owned physically by your firm.
Organized Folder Structure
Saves records systematically, meaning you can navigate files straight from Google Drive too.
Storage Monitoring
Monitor storage quotas and size totals dynamically from the super admin settings.
See how these features fit into your workflow
Follow our structured data delivery map to serve clients securely.
Add Client
Register profile and map taxpayer PAN.
Upload Documents
Organize filings by category & AY.
Generate Secure Link
Create dynamic single-use links.
Client Access
Passwordless view with PAN audit log.