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Features

CA Firm Software Features

CA DigiBox connects timesheets, client portal, documents, credentials, physical file storage, and audits into a single workspace for modern CA offices.

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One workspaceParty-wise services, documents, credentials, and updates.
Permission firstEmployees and clients see only approved records.
Digital plus physicalAttachments, QR storage, movements, and audits.
SaaS readyPackages, tenants, feature flags, settings, and billing.

Timesheet

Run internal work with clearer accountability.

Track staff entries, recurring work, review status, attendance, and internal follow-up without losing the client context.

  • All timesheets and review flow
  • Recurring task tracking
  • Attendance and notices
  • Role based admin and employee access

Client Portal

Give clients only the information they should see.

Client users can access approved credentials, documents, services, and work updates while the firm keeps complete control.

  • Party-wise client access
  • Client visible controls
  • Email OTP and authenticator support
  • Clean client login flow

Credential Vault

Manage party credentials without scattered spreadsheets.

Create reusable credential templates, store party-wise values, test access, and keep sensitive fields staff-only when needed.

  • Credential type builder
  • Secret fields
  • Test result history
  • Client visibility per credential

Documents and Data

Store attachments and document-specific fields together.

Create document types, add custom fields, upload files, share secure links, and keep hard copy movement connected.

  • Document type custom fields
  • Multiple attachments
  • Secure temporary links
  • WhatsApp and email share actions

Physical Storage

Know where originals, copies, files, racks, and boxes are kept.

Build office locations, racks, storage files, QR stickers, scan history, and physical audit workflows.

  • Office > Rack > File structure
  • QR scan pages
  • Movement logs
  • Assigned storage audits

SaaS Platform

Launch multiple firms with controlled plans and settings.

Platform admin can manage tenants, packages, features, settings, billing status, and owner access.

  • Tenant login links
  • Feature flags
  • Package defaults
  • Razorpay billing foundation

Built for controlled access

Every module follows firm control first.

Features are useful only when permissions, visibility, audit history, and tenant boundaries are clear. That is why the product structure keeps admin, employee, client, and platform roles separate.

Tenant aware Client visible fields Employee permissions Activity logs Secure links

Move from scattered files to one workspace

Start with Timesheet or add the complete Client Portal.

Choose the plan, create the tenant, and begin with a free trial.

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