Financials
Attach the balance sheet, profit and loss, financial statements, and working papers.
Document Vault
Keep peer review documents in one place
Add a peer review and attach the papers the workspace already asks for, from the balance sheet and working papers through UDIN certificates and review evidence.
What this feature does
Firm and client papers
Keep the GST registration certificate, updated PAN of the firm, client KYC, and engagement letters.
Audit file
Add audit planning, risk assessment, work programs, final reports, and evidence of review or supervision.
Certificates and other slots
File certificates, UDIN certificates, MCA forms and challan, plus the other document slots on the review.
How it works
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1
Add the review
Create the peer review record.
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2
Attach the set
Upload the financial, KYC, and working papers the form lists.
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3
Add certificates
Include certificates, UDIN certificates, and MCA forms where they belong.
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4
Open it again
Use View Peer Review when the file needs an update.
Why it helps your CA firm
The review file is together
The attachment list is the peer review set, not a generic folder.
Evidence stays with the review
Review or supervision evidence has its own place on the record.
Updates stay on that review
A created peer review can be updated and opened again.
Related Document Vault features
See Peer Review in your practice
Book a demo on CA Cloud Desk. When you are ready to work in the software, open this feature in Partner Desk.
Contact Info
- Plot No 159 & 160, Balaji Enclave, Govindpuram, Ghaziabad, U.P. 201013
- +91 120 430 8902
Mon - Sat: 11.00 am - 7.00 pm
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