Stop storing client files in shared drives and WhatsApp chats. CAGos Document Vault gives you AES-256 encrypted storage, legally valid e-signatures, and instant retrieval — all linked to client profiles.
99.99%
Platform uptime SLA
AES-256
Encryption standard
< 2 min
Avg document retrieval time
500 GB+
Avg storage per firm / year
From ITR acknowledgements to audit reports — every document your firm creates or receives, organized and secured.
Every file is encrypted at rest and in transit with AES-256 — the same standard used by banks. Your client documents are protected against breaches and unauthorized access.
Send engagement letters, audit reports, NDAs, and ITR forms for client signature. Signatures are legally valid under the IT Act 2000 — complete with a signed audit trail.
Every edit creates a new version. You can see who changed what and when, restore any previous version, and compare documents side by side — essential for audit work.
Share documents directly to the client portal with expiry links and download limits. No more sending sensitive ITR acknowledgements or balance sheets over WhatsApp.
Upload 100 files at once with drag-and-drop. CAGos auto-tags by client, year, and document type using AI — saving hours of manual filing across your team.
Find any document in seconds with full-text search. Tag documents with custom labels — client name, filing year, type — and filter across your entire vault instantly.
Organized by client, year, and document type — automatically.
Upload documents in bulk or individually. CAGos auto-tags by client and document type. Organize into folder structures that mirror your firm's workflow.
Share any document to the client portal or via a time-limited encrypted link. Clients download securely — no email attachments, no WhatsApp.
Select any document, add signature fields, and send to the client via email. Clients sign digitally. You receive the signed copy with a legal audit trail attached.
Are e-signatures legally valid in India?
Where is my data stored?
Can clients upload documents to the vault?
Is there a storage limit?
Can I control who in my firm can access which documents?
Join 2,500+ chartered accountants who use CAGos to automate compliance, boost revenue, and deliver a premium client experience.
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