Secure client portal for Chartered Accountant firms

Replace email attachments and WhatsApp chaos with a single, secure workspace for client documents, compliance proofs, and audit workflows – built for Indian CA firms.

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Bank-grade encryption Hosted in India Designed for CA teams

Pending documents 37 Across 9 clients

Compliance on track 94% GST, TDS, ITR

Time saved / month 42 hrs Vs. email & Excel

Agarwal Exports Pvt Ltd Uploaded GST returns 2 min ago

GreenLeaf Traders Requested bank statements 18 min ago

Mehta & Sons Signed engagement letter 1 hr ago

Scattered client documents

Income tax proofs in email, GST files on WhatsApp, bank statements in Google Drive – impossible to track deadlines confidently.

No audit-ready trail

Approvals, comments, and file versions are lost across threads, making audit defence and peer review unnecessarily stressful.

Risky data exposure

PAN, Aadhaar, and financial statements move through unsecured channels, increasing compliance and reputational risk.

Create secure client workspaces

Onboard each client to a dedicated portal with role-based access, checklists, and document categories aligned to GST, TDS, and ITR.

Request and track documents

Share structured requests, auto-reminders, and due dates. Clients upload directly to DocShare with full encryption.

Collaborate and close faster

Tag team members, comment on files, and maintain a clear audit trail for every compliance period.

Live dashboard built for partners, managers, and articles

Get a single view of all client deadlines, pending documents, and workload distribution – without opening a single email thread.

Client-wise compliance health score
Pending document heatmap by responsible team member
Instant view of risk areas before statutory deadlines

Clients on track 21 +18% vs last month

Average turnaround 2.3 days -1.1 days saved

GST TDS ITR

Secure document vault

End-to-end encrypted storage with role-based access and Indian region hosting for regulatory comfort.

Client-friendly portal

Simple interface for clients to upload proofs, respond to requests, and track what is pending.

Compliance calendars

Prebuilt templates for GST, TDS, PT, and ITR so nothing slips through the cracks.

Approval workflows

Route documents for partner review with clear approvals and internal notes.

Activity audit trail

Every upload, view, and download is logged for audit and peer review readiness.

Secure email bridge

Auto-notify clients via email while keeping all documents inside DocShare.

See the monthly ROI for your firm

Estimate the value of time saved by moving document coordination to DocShare.

Estimated monthly value unlocked

₹ 345,600

8 × ₹1,200 × 6 hrs Assuming 60–70% coordination time reduction

Compare with DocShare pricing

Starter

₹7,500/life time

For solo partners and small teams

Up to 75 client workspaces
5 internal users
Standard email notifications

Talk to sales

Professional

₹14,900/ life time

For mid-sized CA firms

Up to 250 client workspaces
20 internal users
Advanced workflows & audit trail
Priority email support

Book a demo

Enterprise

Custom

For multi-city and network firms

Unlimited client workspaces
SSO and custom security reviews
Dedicated success manager

Schedule a call

“DocShare has reduced our GST document follow-ups significantly.”

Partner, 15-member CA firm in Bengaluru

“Audit preparation is now a structured, predictable process instead of a rush.”

Partner, mid-sized firm in Mumbai

Book a 30-minute walkthrough for your firm

Share your details and we will schedule a personalised demo aligned to your current workflows and tools.

Understand how DocShare fits your existing client base
Review security, hosting, and audit requirements
Get rollout recommendations for your team