Scattered documents
Client files live in multiple folders, drives and inboxes — making the latest version of every document hard to find.
Pre-launch · Built for Indian CA firms
One cloud workspace for your CA firm's documents, clients & billing.
DocOrbit brings documents, client access, billing, payments, and office communication into one secure platform — so partners stop chasing emails and teams stop searching folders.
Trusted by CA firms preparing for our public launch. Early access is open — no payment required.
Secure cloud document access
Client portal ready
Billing & payment tracking
Multi-office support
Designed for Indian CA workflows
The daily challenge
Stop juggling emails, folders and WhatsApp for client work.
Most CA firms coordinate documents, payment updates and client requests across email threads, shared drives and personal chats. The result is duplicate work, missed follow-ups and zero visibility for partners.
Repeated client requests
Clients ask for the same documents again because sharing and access aren't organised in one place.
Manual payment tracking
Payment status lives in handwritten notes, phone calls and scattered messages — partners lack a clear office view.
Weak communication flow
Announcements, reminders and client updates get buried in chat threads and are hard to manage at scale.
Documents
Clients
124Active
18New
6Branches
Payments
Notifications
The DocOrbit approach
A professional cloud workflow for the work CA firms do every day.
DocOrbit brings organised document management, client portal access, secure sharing, billing, payment tracking, notifications and office-ready coordination into one focused platform — purpose-built for Indian CA practices.
- Centralised document management for client records and firm workflows.
- Client portal access built for secure document sharing with your clients.
- Billing & payment tracking with a clearer office-level view for partners.
- Structured notifications & announcements for regular client communication.
- Multi-office support for firms operating across branches or cities.
Our Products
Two powerful products built for Indian CA practices.
DocOrbit offers two focused SaaS products — Document Management Suite for secure cloud document handling, and Practice Management for comprehensive compliance workflow. Together they cover every major workflow a CA firm runs every day.
Document Management Suite
Secure cloud document management platform with a firm-branded client app for document access, secure sharing, payment tracking and paperless communication.
- Firm-branded client app included at no extra cost
- Secure cloud document storage and sharing
- Client payment due visibility and receipt download
- Notifications, announcements and office communication
Practice Management
Intelligent compliance workflow management for CA firms — track GST, Income Tax, TDS, Tax Audit, ROC and all compliance work with task assignment, deadlines and staff oversight.
- End-to-end compliance task tracking and assignment
- Smart due date tracking and alerts
- Staff workload and capacity monitoring
- Partner verification and approval workflow
Why Indian CA firms choose DocOrbit
Built for CA practices. Simple for partners. Reliable for clients.
DocOrbit focuses on what Indian CA firms actually need every day — secure access, clear client communication, reliable document handling and a foundation that grows with your firm.
Built for CA practices
Designed around the daily workflows of Indian Chartered Accountant offices — not a generic document tool.
Commercial-grade reliability
Built for professional, long-term use with dependable access, on-time delivery and launch-ready operations.
Secure client access
Secure document sharing and client-portal workflows are central to every part of the DocOrbit experience.
Pricing
Pricing is coming soon — talk to us about early access today.
DocOrbit is preparing for public launch. Firms interested in early access can book a free demo to discuss office size, client volume, branches and rollout priorities.
Early access
Coming Soon
Firms that join early get direct input on feature priorities, workflow fit and onboarding support. No payment is required during pre-launch.
Have questions? Read our FAQ →
Firms ask, we answer
Quick answers before you book a demo.
Yes. DocOrbit is built around the everyday workflows of Indian Chartered Accountant practices — documents, client access, billing, payments, notifications and multi-office work.
Yes. A secure client portal is part of the DocOrbit platform — your clients get a professional, controlled way to access and share documents with your firm.
Yes. Secure document access and professional client sharing are core to DocOrbit — not an optional add-on.
Pricing will be published with public launch. Early access is open today at no charge — book a demo to discuss your firm's fit and rollout plan.
Yes. Multi-office support is part of the platform — built for firms operating across branches or cities in India.
Ready to modernise your CA firm's daily workflow?
Book a free demo and see how DocOrbit fits your document, client and billing workflows — before we open to the public.