Securely manage client files with Cadesk’s smart system.

Secure cloud storage for all your client files, organized and always accessible

From invoices, notices, Tally backups, return copies, GST & IT filings, to statutory records CAs often struggle with files scattered across emails, drives, and WhatsApp. This creates delays and stress, especially during audits or scrutiny.

CAdesk File Organizer solves this problem by offering a secure, centralized cloud platform where every document is automatically arranged, easily accessible, and safely managed.

Centralized Cloud Space

“Your entire office in one secure digital space.”

  • Say goodbye to fragmented storage across hard drives, USBs, emails, and WhatsApp. With CAdesk, every document whether for GST filings, ITR submissions, TDS returns, or ROC compliance is stored in one encrypted cloud environment.
  • Files are automatically categorized by:
    • Client Name
    • Financial Year
    • Compliance Type
    • Group of Companies
  • A familiar Windows Explorer–style interface makes handling files simple with options to upload, rename, copy, move, and delete.

✅ Benefit: Saves time, eliminates chaos, and ensures one reliable source for all client data.

Smart File Retrieval

Smart File Access & Retrieval

“From endless searching to instant locating.”

  • CAdesk makes document access effortless with its intelligent search and advanced filters. Instead of browsing through multiple folders, you can quickly locate the exact file you need in just a few clicks.
  • Search by:
    • Client name
    • Filing type
    • Date range
  • View version history and recently accessed documents at a glance.

✅ Benefit: Saves time, reduces manual effort, and ensures stress-free access to important records.

Role-Based Access

Role-Based Access

“Sensitive data stays secure – shared only with the right people.”

  • You control who can:
    • View – Allow users to access and read only the permitted files.
    • Edit – Enable users to modify existing content as needed.
    • Upload – Let users add new files securely to designated folders.
    • Delete – Grant permission to remove files with caution and accountability.
  • Define roles like:
    • Admin (Full Access)
    • Partner (View + Upload)
    • Staff (Limited Access to Assigned Clients)
    • Client (View-only or upload-only mode)
  • Prevent accidental file deletions or unauthorized viewing of confidential client data.

✅ Benefit: Protect your data and improve team collaboration without compromising privacy or control.

Compliance Ready

Compliance Ready

“Audit, file, or respond to notices—without digging or panicking.”

  • Access historical data instantly — including 6–8 years of records as per government norms — with full audit trails.
  • Export organized documents quickly for:
    • Income Tax scrutiny
    • GST assessments
    • ROC filings
    • Departmental queries
  • Maintain digital evidence of submission, communication, and documentation.

✅ Benefit: Be audit-ready at all times, reduce penalty risk, and present clean, structured records when needed.