DSC register, UDIN tracker and expiry reminders for CA firms
Keep the registers a CA office needs in one place: DSC tokens and their expiry, UDINs against each certificate, the tax-audit ceiling per partner, and documents in and out.
DSC register
Record each client's DSC token, who holds it, and when it expires. Reminders go out before expiry, and the in/out log shows where the token is today.
- Expiry reminders
- In/out log for tokens and files
UDIN and the tax-audit limit
Log UDINs against each certificate or report. FirmSaathi counts tax audits per partner for the year and warns before the limit is reached.
- UDIN per document
- Tax-audit count per partner per year
Every other expiry
Trade licences, registrations, insurance, rent agreements: anything with an expiry date can be tracked with a reminder.
- Custom expiry items
- Reminders by email and in the app
Who it helps
- Partner
- Never cross the tax-audit limit by accident.
- Front office
- Know which DSC is with which client today.
Questions
- Which plans include registers?
- Registers are included in the Firm and Growth plans.
Related features
- Compliance tasksEvery return for every client on one board, with due dates that update themselves when an extension is notified.
- DocumentsDocuments filed by client, year and period; auto-unlock for PDFs; an encrypted credentials vault.
- BillingGST invoices for your fees, payment links, automatic reminders and receipts.
See your firm on one screen
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