The Core Platform

Advanced Modules for
Modern CA Firms

Everything you need to digitize, automate, and scale your chartered accountancy practice with intelligence and security.

Module 01

Smart Document Vault

A bank-grade digital filing cabinet that organizes your entire firm's document history with intelligent tagging and one-click retrieval.

256-bit SSL Encryption
Automatic Version History
FY-wise Auto Organization
Bulk Download & Export
Approval Workflows
Full Audit Trail
Get Started
Document Repository — Live
GST Returns FY 2024-25
Verified
Income Tax Filing AY 2024-25
Verified
MCA Annual Return 2024
Verified
Audit Report FY 2024-25
Verified
Balance Sheet 2024
Verified
Module 02

White-Label Client Portal

Give each client a branded, secure portal under your own subdomain. Clients can upload documents, track service status, and communicate directly with your team.

Custom Subdomain
Your Logo & Colors
Mobile-Friendly
OTP / Email Login
Real-time Notifications
Document Upload & Track
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Your Brand, Your Experience Active
White Labeling — Your logo, colors, and subdomain
Self-Service — Clients upload docs via mobile
Status Tracking — Real-time service updates
Secure Access — OTP login, no passwords to remember
More Capabilities

Everything Your Firm Needs

Auto-Compliance Engine

Automated deadline alerts for GST, Income Tax, MCA, TDS, and all statutory filings. Built-in calendar with due date tracking.

Service Lifecycle Management

Assign services to clients, set deadlines, track progress across your team, upload deliverables, and get client e-approval.

Encrypted Credential Vault

Store GST logins, Income Tax credentials, MCA passwords, and banking details with AES-256 encryption. Share securely with your team.

Reports & Analytics

Practice analytics dashboard — client activity, document submission rates, service completion, employee productivity, and billing insights.

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Ready to Digitize
Your CA Practice?

Join 500+ firms who have already automated their document workflows and compliance tracking.

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