CA SaaS Platform Documentation
Complete guide to using our secure file management and payment unlock platform for Chartered Accountant firms
Quick Start
Get up and running in minutes
- Create your account
- Add your first client
- Upload a file
User Roles
Understand different access levels
CA Admin
Staff
Client
Firm Owner
Need Help?
Get support when you need it
What is CA SaaS Platform?
Our platform is designed specifically for Chartered Accountant firms to securely manage client documents with payment-based access control. It provides a professional, secure, and efficient way to handle sensitive financial documents while ensuring proper payment collection.
Key Benefits
- Military-grade file encryption
- Integrated payment processing
- Multi-tenant architecture
- Complete audit trail
Supported File Types
PDF
DOC/DOCX
XLS/XLSX
PPT/PPTX
TXT
JPG/PNG
File Security
- • End-to-end encryption
- • Signed URLs for downloads
- • Row-level security
- • Access logging
- • 2FA support
Payment Methods
- • UPI payments
- • Virtual accounts
- • Credit/Debit cards
- • Net banking
- • Digital wallets