CA Track

About CA Track

Welcome to CA Track — the official client portal designed to streamline communication and document sharing between Chartered Accountants and their clients.

Stay on top of your financial, tax, and compliance obligations effortlessly. With CA Track, you can securely access your CA firm’s workspace, track ongoing compliance tasks, fulfill pending document requests, and manage family or business profiles all in one place.

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KEY FEATURES
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📂 Seamless Document Management
• Access all your financial statements, tax returns, and computation sheets anytime, anywhere.
• Download your documents directly to your device with a single tap.
• Open and preview files securely using standard device viewers.

📤 Effortless Document Requests & Uploads
• View instant document requests initiated by your CA firm.
• Upload requested files directly from your mobile device to prevent filing delays.
• Track status in real time so nothing gets missed before due dates.

🏢 Multi-Tenant Workspace Login
• Connect easily using the unique workspace code provided by your CA firm.
• Switch or verify your chartered accounting firm workspace in seconds.

👥 Family & Business Entity Records
• Organize compliance documents for multiple family members or business entities.
• Keep records neatly categorized under one consolidated dashboard.

🔒 Bank-Grade Security & Fast Passcode Access
• Protect your sensitive financial data with secure encryption standards.
• Set a 4-digit quick passcode for fast, convenient, and biometric-grade access.
• Strict Scoped Storage compliance keeps your personal device files private.

📊 Service & Task Status Tracking
• Monitor payment statuses and ongoing accounting or taxation services at a glance.
• Get visibility into your CA firm's progress on your audit, GST, or income tax filings.

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HOW TO GET STARTED
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1. Download and launch CA Track.
2. Enter the Workspace Code provided by your Chartered Accountant.
3. Sign in using your registered mobile number, email, and passcode.
4. Access your documents and track your compliance on the go!

Need assistance? Reach out to your Chartered Accountant or contact Digitalks support.