Secure Documents
Organise client files and firm documents in a central cloud-first workflow that's easy to access.
Every feature built around how Indian CA firms actually work.
DocOrbit focuses on the operational areas that matter most to Indian CA practices: documents, clients, billing, payments, notifications, multi-office support and admin control — all in one secure cloud platform.
Full feature set
A clear foundation for modernising your firm's day-to-day operations.
Eight core features, each designed to solve a real problem Indian CA firms face every day — no filler, no feature bloat.
Client Portal
Give clients a professional, secure access layer to share documents with your firm.
Billing & Payment Tracking
Track billing status and payment follow-ups with clearer office-wide visibility for partners.
Notifications
Support announcements and updates that keep clients informed through one structured channel.
Multi-office Support
Built for Indian CA firms operating across branches — consistent workflow everywhere.
Cloud Storage
Move document workflows away from scattered folders and unmanaged local storage habits.
Admin Control
Give firm administrators a clean way to oversee clients, staff and office-wide activity.
Automation Ready
Create a foundation for practical automation across document and communication workflows.
Designed for real workflows
Built around the way Indian CA offices already work.
DocOrbit doesn't ask firms to think like a generic SaaS product. It starts with documents, clients, payment follow-up and office communication — and brings those into one clear cloud workflow.
Less scattered file handling
Keep important client records in a more structured, secure cloud workflow.
Clearer client access
Give clients a professional way to share documents with your firm and access them anytime.
Payment visibility
Reduce dependence on manual payment notes, phone calls and scattered follow-up messages.
Office communication
Support announcements and notifications without scattered message threads and missed updates.
What's on the roadmap
Practical next steps for DocOrbit.
We're actively shaping DocOrbit alongside early Indian CA users. As we approach public launch, the focus stays on practical firm workflows — not surface-level features.
- Stronger client portal flows based on early feedback.
- Notification & announcement improvements for recurring compliance cycles.
- More structured payment tracking views for partners.
- Multi-branch tools for firms expanding across cities.
Public launch
Pricing & full onboarding arrive with the public launch.
Until then, we offer free demo walks for serious CA firms that want to influence priorities and explore early access.
Need a feature walkthrough for your firm?
Book a free demo and we'll show how DocOrbit fits your firm's actual document, client and billing workflows.