FOR CA FIRMS & TAX ADVISORY PRACTICES

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 optional partner sign-off. Built for Indian CA firms + Anglophone African accounting practices (SAICA, ICAN, ICPAK).

ICAI SQC standards alignedAutomatic filing & audit trailPairs with your practice mgmt
THE PAIN

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.

WHAT ABSCODE DOES

Practice-ready record management

Abscode is a DMS that organises documents as records, not folders, and files them for you. It handles document filing, optional approval, and audit trail. Your practice mgmt handles time-billing + client mgmt.

CLIENT KYC

One record per client, filed automatically

Collect client KYC through a portal. Clients upload via web / client portal, and each document is classified and filed into that client's record. No folders to build.

GST ARCHIVE

7-year GST archive with audit trail

Per-client GST returns, e-invoices, and credit notes held to a 7-year retention. Find any document with OCR search by client, period, or form type.

AUDIT PACKS

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.

PARTNER SIGN-OFF

Optional ICAI SQC sign-off approval

Add an approval step built with AI: junior CA prepares → senior CA reviews → partner approves. ICAI peer review survives. Quality control documented in the audit trail.

BULK DIGITIZATION

Bulk digitize your back-file (Professional+)

Scan years of paper and let Abscode classify and file each document into the right client record. Available on Professional and above.

GST RECORDS

GST records classified and filed on upload

GST returns, invoices, and supporting documents are classified and filed into the client record the moment they land. Audit-ready client records, no manual sorting.

Abscode complements your existing tools

If you use Suvit or a similar 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, and connects to them via our API from the Professional plan.

Try Abscode for your CA firm

Free for up to 10 users. You pay for usage, not per user, so tiers scale from small CA firms to multi-partner practices. See pricing →