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Document Vault

Store client documents, track DSC and UDIN records, and keep inward and outward documents in Document Vault.

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Document Vault

Document Vault

Client files, DSC, UDIN and statutory forms.

Client Document

Store and share client files.

Create Documents

Create and manage your documents.

Inward and Outward Documents

Track inward and outward records.

DSC Tracker

Monitor digital signature certificates.

UDIN Repository

View and manage UDIN records.

Peer Review

Keep peer review documents in one place.

Fixed asset register

Maintain the fixed asset register.

View FORM 145 Part A

Open Form 145 Part A filings.

View FORM 146

Open Form 146 filings.

Ask

Browse acts, sections, official forms, and chat history.

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.

  1. Document Received Client file arrives
  2. Select Client Attach to the right record
  3. Upload / Store Add to Document Vault
  4. Organize Folders & naming
  5. Search / Access Find & control permissions
  6. Share / Use Customers, orders & tasks

Self Create Document

Pick a template, fill a few details, generate the document, store it in your vault, and share securely.

  1. Pick TemplateAgreements, NOC, contracts
  2. Add DetailsClient & form fields
  3. GenerateReady in minutes
  4. Store in VaultFind client files later
  5. Secure ShareProtected client access
Self Create Document interface in Partner Desk
Self Create, templates to finished document

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 Doc

Documents connected to work

Team members can use vault files while creating orders, and add documents when creating an order or task, reducing duplicate storage.

  1. ClientClient record
  2. DocumentVault file
  3. Task / OrderUse while creating
  4. TeamShared access
  5. CompletionNo duplicate files

Security & access

Protecting your data with Amazon Web Services powered data centers, and access control for authorized individuals.

Secure Storage Customer documents in secure AWS data centers with stringent physical security standards.
Access Control Grant specific permissions so sensitive information is only accessible to authorized individuals.
Authorized Users Robust access control across the Document Vault workspace.
Document Sharing Share with customers through the intuitive system while keeping file management smooth.
Centralized Records Organize and search documents in one centralized, intuitive platform, accessible from anywhere.
AWS-Powered Centers Securing your documents with ease for centralized data storage on AWS-powered infrastructure.

Practice benefits

What a connected Document Vault changes in day-to-day practice.

Find Documents FasterRobust search for tax professionals
Reduce Duplicate FilesReuse vault files on orders & tasks
Centralize Client RecordsAll files of a client in one location
Simplify SharingShare documents with customers easily
Improve Team AccessPermissions for authorized users
Organize Documents BetterFolders, naming & structure

Bring Every Client Document Into One Organized Workspace

See Document Vault, search, sharing, and Self Create live, and keep every client file connected to the work.

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