Digitalize. Organize. Grow.
CA DigiBox
A professional SaaS workspace for CA firms to manage timesheets, clients, credentials, documents, physical file storage, and client communication.
One office system
Everything after client onboarding belongs in one workspace.
Inspired by clean SaaS product pages, this public site now explains the platform through modules, workflows, and clear outcomes for CA firms.
Track team work
Review staff time, recurring tasks, work status, and daily office output.
Share with clients
Give clients a focused login for selected documents, credentials, services, and updates.
Control sensitive access
Store party-wise credentials, test them, and decide what clients can see.
Manage digital records
Upload files, add document-type fields, create secure links, and keep attachment history.
Find physical files
Map offices, racks, files, and movement logs with QR-based verification.
Verify records
Assign storage audits, review scan history, and approve physical verification work.
Office operations
Keep every client, service, and task connected.
CA DigiBox gives firm owners and admins a single operating layer for timesheets, party workspaces, service enrollments, staff permissions, and client-facing updates.
- Party workspace for each client
- Service and task visibility
- Employee access controls
Documents and storage
Digital files and hard copies stay in the same story.
Upload attachments, track original or photocopy status, record movement, generate QR stickers, and audit rack-wise physical storage from one place.
- Secure document links
- Rack and file QR scans
- Movement and audit history
Role based
Different users, clean permissions.
Each person sees the workspace they need, while the firm keeps platform control.
Firm Owner
See usage, packages, permissions, storage health, and client work across the firm.
Admin Team
Maintain masters, assign access, manage parties, documents, services, and staff controls.
Employees
Work inside assigned party workspaces with the right credentials, services, and documents.
Clients
Access only approved credentials, documents, and work updates through a secure client portal.
Data privacy first
Your firm and client data stays controlled.
CA DigiBox is designed around tenant separation, private document storage, client visibility controls, secure temporary sharing, OTP login, activity history, and staff permissions.
View Security DetailsPlans
Start with the package that matches your firm.
Every public plan starts with a free trial. Custom requirements can be handled through tenant settings and feature flags.
Core
Timesheet Core
Focused timesheet, attendance, task, and internal work tracking for CA firms.
- Minimum 10 users
- 7 day free trial
- Staff Limit
- Party Limit
- Client User Limit
- Storage Limit
- Timesheet
Plus
Practice Portal Plus
Complete workspace with timesheet, client portal, credentials, services, documents, and storage tools.
- Minimum 10 users
- 7 day free trial
- Credential Vault
- Documents & Data
- Physical Storage
- Client Users
- Staff Limit
- Party Limit
Enterprise
Enterprise Custom
Custom tenant package for firm-specific modules, limits, workflows, domains, or dedicated database setup.
- Credential Vault
- Documents & Data
- Physical Storage
- Client Users
- Custom Workflows
- Custom Domain
Questions
Clear answers before launch.
Can we start without payment?
Yes. Public packages can start with a 7 day trial before payment is required.
Can each firm have separate settings?
Yes. Tenants can have separate features, storage, email, security, limits, and package settings.
Can documents be stored on S3?
Yes. Platform settings support server storage or S3-compatible storage with private visibility.
Can client portal be disabled?
Yes. Packages and tenant feature flags can enable or disable the client portal and related modules.
Ready for a cleaner office system?
Launch your CA firm workspace in minutes.
Create the tenant, set up the owner admin, and begin the free trial without payment today.