Your Firm Branding
Your firm name, logo and identity can be presented inside the client app experience.
Secure Document Management with Your Own Firm-Branded Client App
Give your clients a professional mobile app experience under your firm's branding. DocOrbit helps CA firms manage documents, secure sharing, payment dues, receipts and client communication — without building or maintaining a separate app.
Your Firm-Branded Client App Included
No App Development Cost
Zero Maintenance
Secure Cloud Documents
Your Firm. Your Brand. Your Client App.
DocOrbit gives your CA firm a professionally managed client app so your clients can access documents and firm communication from one secure place.
No App Development Cost
No need to hire developers or build a separate Android application for your clients.
Zero Maintenance
DocOrbit manages updates, security, hosting and technical maintenance.
Ready for Client Service
Start offering clients a modern app-based experience without handling technical complexity.
See How Your Firm's Client App Can Look
A clean mobile experience for clients to access documents, dues, receipts and notifications.
- Secure document access
- Payment due visibility
- Payment history
- Receipt downloads
- Firm notifications
- Mobile-first client experience
Overview
Purpose-built document management with a client app for CA firms.
DocOrbit Document Management Suite is a secure cloud-based document management and client app solution designed for Chartered Accountants, Tax Consultants and Professional Firms.
It helps organize, store, search and securely share client documents with intelligent folder management, role-based access and seamless cloud storage.
Unlike ordinary document management tools, DocOrbit also gives your firm a professionally managed client app experience. Your clients can securely access documents, receive notifications, view dues, submit payment details and download receipts anytime, anywhere.
This helps CA firms reduce repeated client calls, improve document delivery, modernize client service and build a stronger professional brand.
DocOrbit Document Management Suite
Your firm gets secure cloud document management plus a professionally managed client app under your own branding — without development cost, maintenance or technical complexity.
Complete Features
Everything you need to manage documents and serve clients.
A comprehensive feature set built around the way CA firms handle client documents — with the added power of your own firm-branded client app.
Firm-Branded Client App
Your CA firm gets its own branded client app experience. Clients see your firm name, logo and identity when accessing documents and communication.
Secure Cloud Document Storage
Enterprise-grade cloud storage keeps every client document encrypted and accessible only to authorised users.
Intelligent Folder Management
Smart folder structures that automatically organise documents by client, year, and document type.
Client-wise Organization
Every document is linked to a client — making it easy to find, review and share files by client.
Year-wise Organization
Documents are organised by financial year — perfect for compliance cycles and audit preparation.
Secure Document Sharing
Share documents securely with clients, colleagues and external parties with full access control.
Temporary Secure Links
Generate time-limited secure links for sharing documents externally — set expiry dates and access limits.
Role-Based Access
Granular permissions ensure partners, managers, staff and clients each see only what they should.
Client Document Access
Clients can securely access their documents anytime through the branded client app experience.
Payment Due Visibility
Clients can view their outstanding dues and payment status directly from the client app.
Payment History
Clients can view their complete payment history — invoices, payments and outstanding amounts.
Receipt Download
Clients can download payment receipts instantly from the Client App — no more manual emailing.
Notifications
Clients receive automatic notifications when new documents are shared or actions are required.
Announcements
Send firm announcements and updates to clients through the app — keep everyone informed.
Activity Logs
Complete activity history for every document — know who viewed, downloaded, shared or modified each file.
Audit Trail
Immutable audit trail for compliance — every document action is logged and time-stamped.
Bulk Upload
Upload multiple documents at once with drag-and-drop support — save time during busy compliance seasons.
Cloud Storage Workflow
All documents stored securely in the cloud — accessible from any device, anywhere, anytime.
Mobile Friendly Client Experience
Fully responsive design — clients can access documents from any mobile device with ease.
No App Maintenance for Firm
DocOrbit manages all app updates, security patches, hosting and technical maintenance — your team focuses on clients.
More Than Ordinary Document Management
See how DocOrbit compares to traditional document management tools.
| Capability | Traditional Document Management | DocOrbit Document Management Suite |
|---|---|---|
| Store documents | ✓ | ✓ |
| Folder organization | ✓ | ✓ |
| Secure document sharing | ✓ | ✓ |
| Client-wise and year-wise organization | ✗ | ✓ |
| Integrated client communication | ✗ | ✓ |
| Firm-branded client app experience | ✗ | ✓ |
| Client payment due visibility | ✗ | ✓ |
| Receipt download | ✗ | ✓ |
| Notifications and announcements | ✗ | ✓ |
| Modern client service workflow | ✗ | ✓ |
| Manual client communication | ✓ | ✗ |
| Manual reminders | ✓ | ✗ |
Benefits
What your CA firm gains with DocOrbit Document Management Suite.
Give clients a modern app-based experience
Your own branded client app gives clients a professional, modern way to interact with your firm.
Reduce repeated document requests
Clients access documents anytime from the app — fewer calls and emails asking for files.
Improve document delivery speed
Share documents instantly through the cloud. Clients receive them immediately on their app.
Build firm branding and trust
A branded client app reinforces your firm's professional identity with every client interaction.
Keep files organized by client and year
Intelligent folder management ensures every document is easy to find, by client and financial year.
Reduce manual follow-up
Automated notifications and payment due visibility reduce the need for manual client follow-ups.
Improve payment communication
Clients see their dues and payment history in the app — clearer communication, fewer disputes.
Make your CA firm look more professional
A modern client app positions your firm as forward-thinking and client-focused.
Imagine Your CA Firm Having Its Own Client App
DocOrbit makes it possible without development cost, technical maintenance or separate app management.
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