GST returnsITR filingsTDS / TCSForm 26ASBank statementsInvoicesWorking papersClient vaultFY foldersAudit trailGST returnsITR filingsTDS / TCSForm 26ASBank statementsInvoicesWorking papersClient vaultFY foldersAudit trail

Secure · Accurate · Affordable

Document workspace

The firm ledger, kept in one vault.

Client folders, filings and requests — organised the way a CA practice actually works. One vault for the firm, and a clear portal for each client.

For the firm

Keep every client’s GST, ITR and invoice papers in one vault. Request missing files and see what has already been filed.

For the client

Open the folders your CA has shared, upload what was asked for, and check requests without another email thread.

FoldersGST, ITR, invoices and working papers, by client and financial year.
RequestsAsk for missing files, receive uploads, and mark them reviewed.
SharingGive a client or reviewer access without sending another zip by email.
AuditEvery view, upload and change is recorded for the file.

How a filing cycle works

01
Sign in
Use your work email to open the firm or client workspace.
02
Open the year
Folders are arranged by client and financial year.
03
Share or upload
Send a request, drop files, or review what arrived.

After you sign in

GST returnsITR workingsInvoicesBank statementsWorking papers

The firm ledger, kept in one vault.

Sign in