Secure communication for chartered accountants
Client notices, filings, and working papers in one encrypted case file — with messaging and audit logs your practice can defend.
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Client work should not live in personal inboxes
GST notices, statutory deadlines, and client queries arrive over email and chat. Copies multiply; deadlines get lost; sensitive financials sit where you cannot enforce retention or access control.
- Notices and workings scattered across email and WhatsApp
- No single place for client Q&A tied to the engagement
- Large returns and data rooms awkward to share securely
- Partners need visibility without sharing passwords to shared drives
DASH for CA firm secure communication
Treat each engagement as a case: encrypted conversation, documents, and participants together — built for chartered accountancy workflows.
Engagement-bound messaging
Keep client communication inside the case file so advice and documents stay linked to the matter, not a personal mailbox.
Secure document workflows
Collect client uploads, share drafts, and store working papers with encryption and malware scanning.
Practice-ready audit trail
Show who accessed what when — useful for internal review and client trust conversations.
Guide: CA notices & client Q&A playbook · Security · Compliance
Frequently asked questions
Is DASH suitable for CA firms in India?
Yes. DASH supports encrypted case collaboration for CA practices — notices, filings support, client messaging, and document sharing with controls aligned to regulated work.
Can we replace WhatsApp for client queries?
Many firms use DASH case messaging so client questions and documents stay in the engagement file with an audit trail, instead of personal chat apps.
Does it handle large client data rooms?
DASH supports large file transfers with scanning and role-based access, so you are not limited to email attachment sizes.
How do we evaluate DASH?
Book a demo via /contact. We map your case types (e.g. GST notice) to the live product workflow.