Document Management
One Secure Place for Every Client Document
Securely store, organize, search, and share client documents in a centralized Document Vault — with access control so sensitive files stay with authorized users.
Document Vault
Document
Vault
Store Documents
Search
Folders
Share
Access Control
Client Documents
Local Storage
Add Document
Before → with CA Cloud Desk
From scattered files to a connected Document Vault — the same outcomes the module already delivers.
Before CA Cloud Desk
- Scattered files
- Multiple folders
- Manual searching
- Duplicate documents
- Difficult sharing
- Unclear access
With CA Cloud Desk
- Centralized Vault
- Structured Documents
- Fast Search
- Controlled Access
- Easy Sharing
- Connected Workflows
Document workflow
From receipt to share — how documents move through the vault and into day-to-day work.
- 01 Document Received Client file arrives
- 02 Select Client Attach to the right record
- 03 Upload / Store Add to Document Vault
- 04 Organize Folders & naming
- 05 Search / Access Find & control permissions
- 06 Share / Use Customers, orders & tasks
Document Vault hub
Core vault capabilities from the existing Document Management page — connected as one ecosystem.
Document Vault
One workspace
Core capabilities
Every feature from the existing Document Management page — presented as compact product cards.
Centralized Storage
Store files in a centralized system, ensuring easy access and eliminating the need for scattered file locations.
Folder Structure
Implement a logical folder structure for organizing documents, facilitating efficient navigation and retrieval.
Fast Search
Incorporate robust search capabilities, enabling tax professionals to find specific documents saving time and effort.
Secure Storage
Store customer documents in secure AWS data centers that adhere to stringent physical security standards, protecting your data.
Easy Document Manager
Experience the ease of Document Manager, the intuitive tool designed to simplify file management and enhance productivity.
Document Naming
Dynamically rename your document titles or labels given to files to identify and differentiate them within a document management system.
User-Friendly Interface
Enjoy a user-friendly and intuitive interface that makes document management simple and accessible for users of all levels of technical expertise.
Eliminate Redundancies
Enhance document usage by allowing team members to use the files while creating orders within the system and avoid duplicate documents storage.
Local Storage
Maintain a detailed record of file storage even in your local system for future analysis or audit purposes. It will help to find all files of a client in a single location.
Scalability & Flexibility
Adapt and scale your storage with ease to accommodate a growing customer base, increasing complexities, and evolving business needs.
Document Sharing
Effortlessly share documents with your customers using our intuitive system. Streamline document sharing, ensure smooth file management, and keep your orders moving forward seamlessly.
Add a Document
Easily add your customer files to our comprehensive document manager. Documents can be added even when creating an order/task making it super easy to handle documents.
Document operations
Verified Document Vault actions — store, organize, search, share, and create — in one product-style panel.
Document Vault
Operations desk
Add customer files to the document manager — including with an order or task
Self Create Document
Pick a template, fill a few details, generate the document, store it in your vault, and share securely.
- Pick TemplateAgreements, NOC, contracts
- Add DetailsClient & form fields
- GenerateReady in minutes
- Store in VaultFind client files later
- Secure ShareProtected client access
Create documents with categories and sub-categories, request custom document types, and keep finished files in Document Vault — including UDIN & forms where your workflow needs statutory records.
Explore Self Create DocDocuments connected to work
Team members can use vault files while creating orders, and add documents when creating an order or task — reducing duplicate storage.
- ClientClient record
- DocumentVault file
- Task / OrderUse while creating
- TeamShared access
- CompletionNo duplicate files
Security & access
Protecting your data with Amazon Web Services powered data centers — and access control for authorized individuals.
Practice benefits
Outcomes supported by the verified Document Management capabilities above.
Contact Info
- Plot No 159 & 160, Balaji Enclave, Govindpuram, Ghaziabad, U.P. 201013
- +91 120 430 8902
Mon - Sat: 11.00 am - 7.00 pm
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