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Optimize Your Management of PAN Cards and Client Documentation

Easily oversee PAN cards, employee information, and client files using CAssets. Our comprehensive platform is tailored to enhance accounting processes, allowing accountants to manage client information effectively without the burden of traditional paperwork. Maintain a well-organized repository of documents relevant to each financial year, readily available whenever needed. Whether you're looking to onboard new staff, update PAN information, or improve document organization, CAssets offers a secure and efficient solution for today's accountants.

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Why Choose CAssets?

In addition to our powerful web platform, CAssets also offers a user-friendly mobile app, ensuring seamless access to your accounting data anytime, anywhere. Manage clients, upload documents, and track PAN card details on the go with our intuitive app.

CAssets is an intuitive platform designed for accountants and tax professionals. It enables smooth client management, document uploads, and PAN card tracking—all in one place.

Accountant Dashboard
Client Document Management
Streamline Your PAN Card
Document Uploads
User-Friendly & Secure
Mobile App for Users

Unlock Powerful Accounting Features

CAssets is crafted to simplify your accounting responsibilities, eliminating any stress involved. Whether you're overseeing various clients or organizing financial documents, our platform guarantees efficient workflows through these key features:

  • Separate Login for Accountant & Client

    Maintain secure and role-specific access with dedicated logins for accountants and clients, ensuring seamless collaboration.

  • Secure Document Management

    Store, organize, and manage financial documents with robust security, allowing easy access whenever needed.

  • Client Management via Mobile Number

    Easily manage clients using their mobile numbers, streamlining communication and record-keeping.

  • Tracking for Specific Financial Years

    Keep financial records well-organized by categorizing documents based on financial years for quick retrieval.

  • Accountant & Client File Uploads

    Both accountants and clients can upload necessary files, ensuring smooth and efficient document sharing.

  • View & Download Documents

    Access, preview, and download important financial documents anytime, enhancing workflow efficiency.

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Choose the Right Plan for Your Business

We offer flexible pricing plans to fit the needs of accountants and tax professionals. Whether you're managing a few clients or handling large-scale financial operations, CAssets has a plan for you.

1-Year Plan

  • 1-Month Free Trial
  • 250 Clients
  • 75 GB Storage
  • Get Extra 25 GB Until 31 March 2025 *
  • 1 Year Plan: ₹14,999 + GST
  • Renewal: ₹5,999 + GST
Choose a Plan

Enterprise/Custom Plan

  • Custom Configuration by Client
  • Tailored Features & Pricing
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Simple Steps to Get Started

Step 1

Create an Accountant Account

Sign up and access your dashboard instantly.

Step 2

Add Clients
Enter their mobile number to create a profile.

Step 3

Manage PAN Cards
Track records specific to financial years.

Step 4

Upload & Organize Documents
Maintain accurate client records.

What People Say

Share processes an data secure lona need to know basis without the need
Our prices are clear and straight forward

Alpesh Ukani Accountant

CAssets has significantly simplified my workflow. Managing documents is now much easier, and my clients can quickly view or download their documents anytime. As a result, I receive fewer client calls regarding document requests.

Jigar Patel Chartered Accountant

Since I started using CAssets, managing documents has become effortless I’ve noticed a significant drop in client calls for document requests, and I’m really enjoying the convenience it brings.

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