Accounting DMS for CA firms: one record per client, filed for you.
A record-based DMS for CA firms: collect client KYC, keep a GST 7-year archive, assemble audit packs, and add partner sign-off. Built for Indian CA firms following ICAI standards, with usage-based pricing that also serves accounting practices across Africa.
CA firm document chaos
"Client docs scattered across chat apps + email."
Clients send GST docs, invoices, statements via chat apps + email + paper. No client record. Audit prep takes days.
"ICAI peer review can't see partner sign-off."
SQC standards require structured quality control. Email-based approval doesn't survive ICAI review.
"GST archive: 7 years, multiple clients, paper."
Per-client 7-year retention requirement. Multiple clients = thousands of documents. Where do we keep them?
"Audit pack assembly is manual."
Pulling together client documents for an audit takes hours. No client record to open. No version control.
"Junior CAs send drafts. Partners can't track."
Multiple drafts in email. Partner doesn't know which is final. No sign-off approval exists.
"Tax notice responses are last-minute panic."
IT / GST notice arrives. We scramble for client documents. No client record to pull from.
Practice-ready record management
Abscode is a DMS that organises documents as records, not folders, and files them for you. It handles document filing, approval workflows, and audit trail. Your practice mgmt handles time-billing + client mgmt.
One record per client, filed automatically
Collect client KYC through a portal. Clients upload via web, and each document is classified and filed into that client's record. No folders to build.
7-year GST archive with audit trail
Per-client GST returns, e-invoices, and credit notes held to a 7-year retention. Bring years of paper into the archive with bulk digitization, then find any document by client record or by its indexed details such as period or form type.
Audit working paper management
Open the client record and assemble the audit pack. Vouchers, financials, and supporting documents are already classified and linked. Audit-ready in hours, not days.
ICAI SQC sign-off approval
Add an approval workflow built with AI: junior CA prepares → senior CA reviews → partner approves. ICAI peer review survives. Quality control documented in the audit trail.
Bulk digitize your back-file
Scan years of paper and let Abscode classify and file each document into the right client record.
Client-submitted documents, auto-filed
Give each client a secure portal to submit their paperwork. Documents submitted through the portal are classified and filed to the right client record automatically, so nothing lands in an inbox waiting to be sorted.
Records CA firms keep in Abscode
Alongside the shared use cases below, CA firms keep these industry-specific records in Abscode, each as its own archive group.
Client engagement files
One record per client, from KYC through to filings, so a client's full file is complete and in one place.
GST & tax archive
Returns, e-invoices, and credit notes retained for their statutory periods, typically several years, and found by client, period, or form type.
Audit working papers
Organised by engagement and ready for a peer review, with vouchers, financials, and supporting documents classified and linked.
Partner sign-off workflow
Approvals recorded on the audit trail, so quality control is documented and survives an ICAI peer review.
Statutory & secretarial records
Registers and filings for the clients you serve, retained for the periods you set and ready for an inspection.
Use cases for CA firms
The document processes most CA firms start with. Each opens its own page.
KYC document management
Collect and verify client KYC, filed into each client record automatically.
View use case →Vendor document management
Keep vendor onboarding papers and agreements complete, current, and easy to retrieve.
View use case →Controlled document management
Version-controlled policies and procedures, with the current copy always in reach.
View use case →Internal audit & CAPA tracker
Track findings and corrective actions to closure, with a full trail for review.
View use case →Financial records & statutory archive
Retain financial statements and statutory filings for the periods you set.
View use case →Corporate & legal records
Board, contract, and statutory records organised by matter for the clients you serve.
Explore corporate & legal →Abscode complements your practice management and accounting tools
If you use a narrow GST data-entry tool, keep it. If you use practice management for time-billing, keep it. Abscode handles the firm-level record-based DMS that those tools don't, with enterprise security controls and the same platform used across other document-heavy industries.