From managing tasks and staff to documents, attendance, client access and intelligent insights — DocSync continues to bring more of your CA firm's daily operations under one roof.
Connect the office's main PC with DocSync.in and securely map local folders to clients. Clients can download their mapped documents, while staff can open and work on Word and Excel files directly from the local office environment without repeatedly downloading and uploading files.
Create the same type of task for multiple clients in a single operation. Select individual clients or entire designated groups and create tasks instantly. You can also send email intimation to the selected clients when the work is initiated.
Turn task data into meaningful graphical insights. Doc-Vision provides graphical representations of completed and pending tasks, staff workload, assigned versus completed work, progress percentages and subtask-wise completion with pie charts, bar charts, and performance indicators.
When a staff member or intern leaves the firm, don't manually reassign hundreds of tasks. Transfer all their pending tasks to another working staff member in bulk, helping the firm maintain workflow continuity without losing track of assignments.
Plan work date-wise and keep track of daily activities with a simple ToDo list. Mark completed work with a strike-through effect and instantly see what is still pending for your team.
Maintain a complete attendance record for your staff. Track login and logout times, maintain attendance logs and download monthly attendance reports in Excel. DocSync maintains attendance data for the latest two months.
Generate a company-specific QR-based visitor entry link. Visitors can scan the QR code and record their entry details, allowing the firm to maintain a digital visitor record and track the duration of their visit.
Control which modules individual staff members can access (Accounts, Attendance, Doc-Vision). Staff members can view their own logs, invoices, and performance graphs while Admin and SuperAdmin retain full control.
Maintain digital records of physical documents (Aadhaar, PAN, Agreements, Files) submitted to or collected from the CA office. Track who submitted it, assigned staff, receive time, and return date.
Access the latest DocBot Chrome Extensions directly from DocSync. DocBot helps automate client communication by sending emails containing GSTR-2B attachments, reducing repetitive manual work for CA firms.
Clients can log in through DocSync.in and access documents shared with them by their CA firm (ITR, GST, TDS, and other client-specific documents mapped from the office).
SuperAdmin users can download database backups directly from DocSync. This provides an additional layer of control and data safety over the firm's operational data.
Connect the office's main PC with DocSync.in and securely map local folders to clients. Staff can open and work on Word and Excel files directly.
Create the same type of task for multiple clients in a single operation. Select individual clients or entire designated groups.
Turn task data into meaningful graphical insights. Doc-Vision provides representations of completed/pending tasks and staff workload.
Transfer all pending tasks of exiting staff to another working staff member in bulk, maintaining workflow continuity.
Plan work date-wise and keep track of daily activities with a simple ToDo list. Mark completed work with a strike-through effect.
Maintain complete attendance records. Track login and logout times, maintain logs and download monthly Excel reports.
Generate a QR-based visitor entry link. Visitors scan and record entry details to maintain digital visitor logs.
Control module access for staff (Accounts, Attendance, Doc-Vision). Admin and SuperAdmin retain complete access.
Maintain digital records of physical documents (Aadhaar, PAN, Agreements) submitted to or collected from the CA office.
Access the latest DocBot Chrome Extensions. Automate client communication with GSTR-2B attachment emails.
Clients log in through DocSync.in to access shared documents (ITR, GST, TDS) mapped from the CA firm's office.
SuperAdmin users can download database backups directly from DocSync, providing full data control.
Most CA firms struggle with these daily problems that reduce productivity and revenue.
Staff forgets compliance due dates causing last-minute panic and penalties.
Teams keep chasing clients repeatedly for required documents.
Many completed tasks remain unbilled due to poor tracking.
Partners don't know what their staff is doing or task progress.
Mr. Jay Shenmare
CEO Pragma Infotech
We built DocSync to eliminate repetitive task management, constant client follow-ups, and scattered compliance tracking — helping teams focus more on growth and client service.
Automated recurring Task management
Simplifies client document collection
Reduces manual follow-up burden
Centralized compliance & workflow tracking
Easy invoice creation and sharing
Better accountability and team coordination
Quick Video Tutorials to Help You Get Started
DocSync helps CA firms manage tasks, track staff productivity, avoid missed compliance deadlines and increase billing efficiency — all from one powerful platform.
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Real success stories from our happy clients
Accounting professionals who rely on DocSync every day
L P Nahata and Co.
VIP Road, SURAT 123
CA Mahesh Chandak
Althan, SURAT
Soni Jhawar & Co.
Ring Road,SURAT
ASHVA Legal Advisory LLP
Althan, SURAT
SMK & Co.
Kahrwar Nagar Naher Road, SURAT
GRR & Co.
Sosyo Circle, SURAT
C.M. Patel & Associates
VIP Road, SURAT
Ashish Bhoola & Co.
Ghod dod, SURAT
Select the perfect plan for your CA firm. Enjoy special festive Independence Month pricing across all tiers.
For more than 30 users or custom requirements
