Document Vault for CA, CS & Tax Firms — Never Hunt for a Client File Again
Stop digging through email, WhatsApp, and shared drives for client documents. PracticeStacks keeps every file — KYC, GST certificates, incorporation docs, DSCs — encrypted, organized per client, and a search away.
Updated July 2026
The Problem — Why Firms Struggle with Document Vault
The Solution — PracticeStacks Document Vault
Purpose-built for CA, CS & Tax firms in India.
Organized Per Client
Every document is filed against the right client business automatically. Open a client and see all their KYC, certificates, and filings in one place.
Encrypted & Access-Controlled
Files are encrypted at rest, and you control which employees can view sensitive client documents through module-level permissions.
Collected at Onboarding
Documents flow in from the client onboarding portal — clients upload directly, so the vault fills itself without staff chasing files.
Fast Search & Retrieval
Find any document by client in seconds, right when you need it for a filing or a query — no folder spelunking.
Always Available
Documents live in the cloud, not on someone's laptop. Files stay safe and accessible even when staff change or devices fail.
Document Checklists
See at a glance which required documents you hold and which are still pending for each client engagement.
How It Works
Clients Upload
Through the onboarding portal, clients upload KYC, GST certificates, incorporation documents, and credentials directly into the vault.
Auto-Organized
Each file is tied to the right client and category, so the vault stays tidy without manual filing by your team.
Find It Instantly
When filing season hits or a client calls, pull up any document in seconds with full access control over who can see what.
FAQs about Document Vault
Is client document storage secure?
Yes. Documents are encrypted at rest, served over HTTPS, and access is controlled by module-level employee permissions. Files are hosted securely in the cloud, not on individual staff devices.
How do documents get into the vault?
Most arrive through the client onboarding portal — clients upload KYC, certificates, and credentials directly. Your team can also upload files against any client.
Can I control who sees sensitive files?
Yes. Document access follows the same module-level permission system as the rest of PracticeStacks, so only authorized employees can view a client's documents.
What happens to documents if a staff member leaves?
Nothing is lost. Documents live in the central vault tied to each client, not on individual laptops, so files stay safe and accessible regardless of staff changes.
Success Stories
Trusted by Reputed Firms
Early firms are already running proposals, compliance and billing on PracticeStacks with precision and speed.
"We used to spend more than an hour on each proposal. Now it takes 10 minutes. The templates are professional and our clients have noticed the difference."
CA Mohseen Shaikh
Partner, A N Gawade & Co LLP
"The compliance tracking alone is worth the subscription. No more Excel sheets, no more missed deadlines. It's transformed how we manage our practice."
CS Yunus Shaikh
Company Secretary, Corporate Compliance
"Finally, a tool built by people who understand our profession. The professional engagement letters give us confidence in every client relationship."
CA Vishal Agrawal
Chartered Accountant, Agrawal & Associates
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