Review MSME diligence from one auditable workspace.
A company invites your firm the same way it invites its CA. You review documents against the checklist item they answer, record notes, raise queries, and mark items cleared.
Review controls
- Full checklist visibility across documents, queries, notes and clearance status
- Query threads with timestamps and attribution
- Evidence read in place, so no copy of a client's documents leaves with you
- A record of every document open, kept for the company
What is not built yet
- Firm-wide views across several mandates at once
- Branded report export for client-ready delivery
- Notifications when a company responds to a query
- Notes visible only to your firm and nobody else on the deal
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.
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