Document management for CA firms, with an encrypted vault
Every file is kept against the client, the year and the task it belongs to. Password-protected PDFs open on upload, and client credentials live in an encrypted vault.
Filed the way a CA thinks
Client → financial year → period → document type, so last year's statement is where you expect it.
- Folders by client, FY and period
- Linked to the task that used it
PDFs that open themselves
Bank statements and Form 26AS often arrive locked with the PAN or date of birth. FirmSaathi tries the client's usual passwords and saves an unlocked copy.
- Auto-unlock with the client's known passwords
- Text extracted for search
An encrypted vault for credentials
Income-tax, GST, TRACES and MCA logins are encrypted field by field. Every view is logged, and only people you allow can reveal a password.
- Field-level encryption
- Who viewed what, and when
- Permission per role
Who it helps
- Partner
- Client data in one place, not in staff phones and pen drives.
- Article / staff
- Open last year's statement without asking anyone.
Questions
- Where are the files stored?
- In encrypted cloud storage. The app and database run in India; see the security page for details.
- Can we export everything if we leave?
- Yes. The owner can export all firm data, including documents, at any time.
Related features
- Client portalCollect documents with a link and a PIN, and give clients a simple portal for tasks and invoices.
- Compliance tasksEvery return for every client on one board, with due dates that update themselves when an extension is notified.
- GST trackerA filing grid for every GSTIN, kept in sync with the GST portal, plus GSTR-2B reconciliation.
See your firm on one screen
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