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CA Hub CA Hub

CA Hub

Stop Chasing Documents. Start Managing Your Work.

CA Hub helps Chartered Accountants manage clients, service requests, document collection, document reuse, and client communication from one organized workspace.

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CA Hub workspace

Clients

128

Open requests

34

Completed

512

Pending docs

19

GST Return — July 2026

Client: Apex Trading Pvt Ltd

Open
  • Bank Statement Linked
  • Sales Register Pending
  • Purchase Register Completed

Value

Everything you need to keep client document collection moving.

One place for every client

Keep client records and related work organized in a single workspace.

Reusable client documents

Upload once and reuse matching Client + Document Type + Period needs.

Structured service requests

Create period-aware requests for GST, ITR, audits, and other services.

Client portal

Clients submit requested documents through a secure magic link.

Automated reminders

Keep pending collection moving with scheduled reminder workflows.

The problem

Traditional document collection slows CA work down.

Documents scatter across WhatsApp chats, email attachments, and spreadsheets. The same file gets requested repeatedly. Pending items stay in someone’s head. Follow-ups become a second job.

Traditional

  • WhatsApp threads with mixed files and context
  • Email attachments that are hard to track later
  • Spreadsheets for pending document status
  • Manual follow-ups for every incomplete checklist
  • Repeated requests for documents already shared

CA Hub

  1. Client → organized client record
  2. Service Request → period-scoped work item
  3. Checklist → required documents for that service
  4. Upload / Reuse → collect once, reuse when matching
  5. Complete → finish work with clear status

Features

Built around the real CA document workflow.

Client Management

Keep client information and work organized in one place.

Service Requests

Create structured work requests for GST, ITR, audits and other professional services.

Document Checklists

Generate the required document checklist for each service and period.

Document Reuse

Upload a document once and reuse it when the same Client + Document Type + Period is required again.

Client Portal

Clients can securely upload requested documents without creating a CA Hub account.

Reminders

Keep pending document collection moving with scheduled reminders.

Recurring Work

Automatically generate recurring service requests for monthly, quarterly and yearly work.

Audit & Activity

Understand what happened across your work through audit history and activity timelines.

Product

A workspace that mirrors how CA work actually runs.

These product views reflect CA Hub concepts already in the application: dashboards, service requests, document checklists, and the client portal.

Dashboard

Total Clients

128

Open Service Requests

34

Completed Service Requests

512

Pending Request Documents

19

Service Request

Client: Apex Trading Pvt Ltd

Service: GST Return

Period: July 2026

Checklist
Bank StatementLinked
Sales RegisterPending
Client Portal

Upload requested documents

Service: GST Return · Period: July 2026

Sales Register Upload needed
Choose file

How it works

Four steps from client intake to completed work.

Step 1

Add your client

Create the client record your firm will work with.

Step 2

Create a service request

Choose the service and period to generate the checklist.

Step 3

Collect or reuse documents

Clients upload through the portal, or matching documents are reused.

Step 4

Complete the work

Review the checklist and mark the service request complete.

Client → Service → Period → Checklist → Upload / Reuse → Complete

Document reuse

Ask once. Reuse whenever you need it.

Clients often submit the same document for multiple pieces of work. CA Hub keeps reusable client documents organized so matching documents can satisfy future requests without unnecessary duplicate uploads.

Reuse identity is Client + Document Type + Period. Documents are not reused across incompatible periods or types.

Example

Client
↓

Bank Statement

July 2026

↓
GST Request
Audit Request

One document. Multiple requests.

Client Portal

Give clients a simpler way to submit documents.

Clients do not need a CA Hub username or password. They receive a secure magic link associated with a specific Service Request. That link establishes scoped portal access for uploading the requested documents.

  • No client account required
  • Request-specific access
  • Secure magic-link access
  • Clear document checklist
  • Mobile-friendly upload experience
Secure portal session

Apex Trading Pvt Ltd

GST Return · July 2026

Bank Statement Uploaded
Sales Register Pending

Automation

Less follow-up. More work completed.

CA Hub supports automated reminder workflows with email and WhatsApp notification support so pending document collection keeps moving.

Recurring Service Requests
Scheduled reminders
Email / WhatsApp notification workflows
Client uploads
CA completes work

For CA firms

Built for the way CA firms work.

Standardize client document collection

Reduce manual follow-up

Reuse existing client documents

Organize recurring work

Give clients a professional upload experience

Improve visibility across client work

Security & trust

Designed with practical controls around sensitive documents.

These points describe controls present in the CA Hub architecture. They are not certifications or compliance guarantees.

Private document storage

Documents are designed for private storage rather than public file URLs.

Secure portal access

Client Portal access uses high-entropy magic-link tokens with hashed storage and expiration.

Access control

CA access is protected by authentication, authorization, client membership, policies, and scoped queries.

Separate admin access

Platform Administrators use a separate Admin authentication context.

Auditability

Important domain and platform actions can be represented through audit history.

Cloud storage ready

Production document storage can use private Amazon S3 storage.

FAQ

Common questions

CA Hub is a SaaS workspace for Chartered Accountants to manage clients, service requests, document collection, document reuse, and client communication.

CA Hub is built for Chartered Accountants and CA firms that need organized client document collection and workflow management.

No. Clients access a specific Service Request through a secure magic link and a scoped portal session. They do not create a CA Hub username/password account.

Yes. When the same Client + Document Type + Period is required again, an existing matching document can satisfy the checklist item without another upload.

CA Hub treats reusable document identity as Client + Document Type + Period. Matching documents can be linked across compatible service requests. Documents are not reused across incompatible periods or types.

Yes. Recurring service rules can automatically generate service requests for monthly, quarterly, and yearly work.

Yes. The Client Portal is designed for a mobile-friendly upload experience.

Yes. Scheduled reminder workflows help keep pending document collection moving, with email and WhatsApp notification support.

Yes. Organizations support multiple CA users working with firm clients and service requests under shared organization boundaries.

Spend less time chasing documents.

Bring clients, service requests and document collection into one organized workspace.

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