Technology
CA Saathi
Master Your Compliance.
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About
About CA Saathi
CA Saathi is the ultimate document and workflow management script for CAs, Business Owners, and Startups. Manage board resolutions, KYC, and due dates effortlessly.
Script Features
Say goodbye to scattered emails and lost documents.
- Document Vault: Securely store and organize Board Resolutions, MoA, AoA, and Incorporation Certificates in a centralized, cloud-based vault.
- KYC Management: Maintain a clean directory of Director and Shareholder KYC documents (PAN, Aadhar, Passports) with expiry tracking.
- Compliance Calendar: Never miss a deadline. Automated alerts for ROC filings, GST returns, Income Tax, and other statutory due dates.
- Client Portal: Provide a branded login portal where clients can upload requested documents directly, avoiding insecure WhatsApp or Email transfers.
- Task Delegation: For CA firms: Assign compliance tasks to junior accountants, track progress, and review documents before final submission.
- eSign Integration: Send documents directly from the vault to directors for Aadhaar-based eSign or DSC signing (requires API integration).
Why You Need This Script
Without CA Saathi
- Searching through hundreds of emails for one PAN card.
- Missing ROC filing deadlines due to poor tracking.
- Sensitive client data stored insecurely on local hard drives.
With CA Saathi
- Instant search for any document by client or company name.
- Automated email & SMS reminders for upcoming due dates.
- Encrypted, cloud-based storage accessible anywhere.
Automate Your Practice
Purchase the CA Saathi script, host it on your own server, and offer it as a service to your clients.
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