Securely manage client files with Cadesk’s smart system.

Centralized Cloud Storage

“Your entire office in one secure digital space.”

  • Say goodbye to fragmented storage across hard drives, USBs, email attachments, and WhatsApp messages.
  • Every document—be it for GST filings, ITR submissions, TDS returns, or ROC compliance—is stored in one centralized, encrypted cloud environment.
  • Files are automatically categorized by:
    • Client Name
    • Financial Year (e.g., FY 2023–24)
    • Service Type (GST, Income Tax, Audit, Company Compliance, etc.)

✅ Benefit: Saves time, eliminates chaos, and creates a single source of truth for all your client data.

Smart File Retrieval

Smart File Access & Retrieval

“From endless searching to instant locating.”

  • Find any document in seconds with intelligent search and advanced filters.
  • Search by:
    • PAN / GSTIN
    • Client name
    • Filing type
    • Date range
    • Keywords inside documents (OCR-enabled for scanned PDFs)
  • View version history and recently accessed documents at a glance.

✅ Benefit: Stop wasting hours looking for old records or past returns. Just type, click, and access—anytime, anywhere.

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—even from previous years—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.