Document Vault

Every Document Secured. Every Signature Captured.

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.

AES-256 encryption
IT Act compliant e-sign
Unlimited storage

99.99%

Platform uptime SLA

AES-256

Encryption standard

< 2 min

Avg document retrieval time

500 GB+

Avg storage per firm / year

Features

Secure storage for every document your firm touches

From ITR acknowledgements to audit reports — every document your firm creates or receives, organized and secured.

AES-256 Encryption

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.

Legal E-Signatures

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.

Version Control

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.

Secure Client Sharing

Share documents directly to the client portal with expiry links and download limits. No more sending sensitive ITR acknowledgements or balance sheets over WhatsApp.

Bulk Document Upload

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.

Smart Search & Tags

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.

Store every type of CA document

Organized by client, year, and document type — automatically.

ITR AcknowledgementsGSTR FilingsBalance SheetsEngagement LettersAudit ReportsTax Computation SheetsForm 16 / Form 16ADirector KYCMOA / AOABank StatementsPnL StatementsGST Registration Certificates
How it works

From shared drive chaos to organized vault

01

Upload and organize

Upload documents in bulk or individually. CAGos auto-tags by client and document type. Organize into folder structures that mirror your firm's workflow.

02

Share securely with clients

Share any document to the client portal or via a time-limited encrypted link. Clients download securely — no email attachments, no WhatsApp.

03

Send for e-signature

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.

FAQ

Common questions about Document Vault

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?

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