Letters, certificates, confirmations and declarations drafted from the firm's own formats, filed by client and year, signed, sent and found again in seconds.
| Document | Year | Signed | Sent |
|---|---|---|---|
| Engagement letter | 2026-27 | Yes | 12 Jun |
| Net worth certificate | 2026-27 | Yes | 3 Aug |
| Balance confirmation, HDFC | 2026-27 | Draft |
Engagement letters, confirmations, certificates, declarations and client letters, filled from the client book.
Every document by client, year and matter, with the version that was signed.
The partner's review and signature, the UDIN, and the copy sent to the client.
Search by client, kind, date or the text itself.
The audit file, the ROC file and the notices register read and write the same documents.
Per-firm storage, access by role, every download on the audit trail.
Illustrations with sample data.
Every document of one client, by year.
| Document | Year | Signed | Sent |
|---|---|---|---|
| Engagement letter | 2026-27 | Yes | 12 Jun |
| Net worth certificate | 2026-27 | Yes | 3 Aug |
| Balance confirmation, HDFC | 2026-27 | Draft |
The firm's own formats, one click to draft.
| Format | Kind | Last used |
|---|---|---|
| Engagement letter (statutory audit) | Letter | 12 Jun |
| Net worth certificate | Certificate | 3 Aug |
| Bank balance confirmation | Confirmation | 20 Sep |
Reviewed, signed, UDIN, sent.
| Step | By | On |
|---|---|---|
| Drafted | Pooja | 1 Aug |
| Reviewed | CA R. Sharma | 2 Aug |
| Signed, UDIN | CA R. Sharma | 3 Aug |
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