Three steps, from a blank page to a checked workspace.
You run the check and find out where you stand. You upload against the items that apply to you. The professional you already work with reviews the evidence and clears it. There is no fourth party and nothing to install.
How it works
Three steps. You can finish the first one in about four minutes, without creating an account.
Fig 01
A list scoped to you
Turnover, structure and exports decide which items appear. You never see the ones that do not apply.
Fig 02
Held in your own Drive
Each document is written into a folder in your account. We hold no copy of any of it.
Fig 03
Cleared where it sits
Your CA reads each document beside the item it answers, raises a query, and marks it cleared.
- Step 1
Answer a few questions about your company
Turnover, headcount, how you are registered, whether you export. From that we build the exact document list that applies to you, and give you a readiness score out of 10 with the gaps named. This part is free and needs no account.
7.5 / 10
Example score. Three gaps left to close.
- Step 2
Upload documents against each item
Each item says exactly what is wanted: not “tax records” but the specific return, for the specific period, from the portal it comes from. Upload as you find them. The score moves up as gaps close, so you always know how far you are from done.
Your files go into your own Google Drive, not our servers. We cannot see anything outside the folders this app creates. How your documents are protected - Step 3
Invite your own CA or CS to review it
Send an invite to the professional you already work with. They open each document next to the item it answers, leave a note or raise a question, and mark it cleared. They cannot download anything, and they only see the one deal you invited them to.
The four states an item moves through
- Not started
The item is on your list with the exact document named.
- Uploaded
You have attached a file. Your score moves up.
- Queried
Your CA has asked for something. The question sits on the item.
- Cleared
Your CA is satisfied. That part of diligence is done.
Security
Your documents stay yours. Here is exactly what happens to them.
Balance sheets, ITRs and shareholder agreements are not files you hand over casually. So this is stated plainly rather than buried in a policy page.
Stored in your own Google Drive
When you connect Drive, we ask for a permission that reaches only the folders this app creates. We cannot open, list or search anything else in your account, and we do not keep a copy of your files on our servers. Disconnect and the documents stay with you.
Encrypted in transit and at rest
Everything moves over TLS. Files sit encrypted at rest in Google Drive. Application data is hosted in India, in the Mumbai region, and does not leave it.
Nobody sees a document unless you invite them
There is no shared pool and no default access. A reviewer sees only the deal you invited them to, and nothing from any other company. We do not open your documents, and we do not share them with anyone.
Reviewers read, they do not download
An invited CA or CS views the document inside the workspace. There is no download route for that role. Every time a document is opened, who opened it and when is written to an audit trail you can read.
Your Google Drive
The file is written to a folder this app creates in your own account. We keep no copy.
Read in the workspace
Your CA opens it beside the checklist item it answers. There is no download for that role.
Written to the audit trail
Who opened which document, and when. The record is yours to read.
Who uses it
MSME founders
You are raising money, applying for a loan, or thinking about selling. You want to know what will be asked for, and fix the gaps in your own time rather than under a deadline.
LiveCA and CS professionals
Your client invites you in. You review the evidence in place, raise a query against the exact item, and clear it when it is right. No back and forth over email attachments.
LiveInvestors and lenders
Read-only access to a room that has already been checked, with the history of how it got there.
In build
Get investor-ready before the investor arrives.
Find out where you stand in about four minutes. No account, no card, no documents, no sales call.
Start free check