CA Financial Documents
Management SaaS
A secure multi-company platform designed for Chartered Accountants, tax consultants, financial service firms, and their clients to manage documents, approvals, and workflows.
Why CA Firms Choose Our Platform
Tenant-Safe Security
Bank-level protection keeps every company, client, and document isolated and secure.
Document Workflow
Structured collection, review, approval, and status tracking for tax and loan operations.
Fast Client Operations
Faster uploads, quick access, and streamlined client handling for high-volume CA teams.
Client Document Workflow
Designed for CA teams to collect documents, route approvals, and keep every client update organized from request to completion.
Request
Issue document requests and define what clients need to upload.
Upload
Clients submit files securely under their company account.
Track
Monitor tax, loan, and approval progress in one dashboard.
Resolve
Staff review, comment, and complete tasks faster.
Security Built for Financial Data
Protect sensitive tax and finance files with strong access boundaries, secure uploads, and company-aware document handling.
Trusted by CA Teams
Built for regulated client workflows
Every company gets its own workspace, brand identity, and document flow.
Internal staff can manage filings and approvals without exposing other firms' data.
Clients only see their own records and the status of requests assigned to them.
One platform, many CA firms.
Each firm gets a separate company workspace, its own clients, and its own document history. This keeps operations organized while staying scalable for future expansion.
Built for CA firms, tax consultants, and financial service providers
Scale client onboarding, document collection, and approval follow-ups in one secure SaaS workspace.
Pricing Plans
Choose a plan that fits your firm's client volume, storage needs, and staff access requirements.
Plan 1
20 Clients
200MB Storage • 20 Users
Plan 2
50 Clients
500MB Storage • 50 Users
Plan 3
150 Clients
1GB Storage • 150 Users
Plan 4
500 Clients
2GB Storage • 500 Users
Ready for your CA firm?
Bring your client document workflows, tax filings, and approval tracking into one branded platform.