Finexo PMS
Document management for CA firms
A secure vault for client files and working papers
Stop digging through desktop folders, shared drives, and old WhatsApp threads for a PAN card or last year's acknowledgement. Finexo PMS keeps client documents and working papers in a practice vault — with upload and download through the WhatsApp client portal when you need self-service.
What you get
- Central vault for client files and working papers
- Documents sit with the client, not only on one laptop
- Client upload via WhatsApp portal
- Download shared files without email attachment loops
- Less time hunting for KYC and filing papers
- Fits the same PMS your tasks and team already use
The real cost of documents on WhatsApp and email
Client documents arrive wherever the client finds convenient: a WhatsApp image at 11pm, an email to whoever they spoke to last, a Drive link that expires. Each one is fine on its own. Across a few hundred clients over a year, the firm's records live in several people's personal accounts and nobody can reconstruct what was received when.
This becomes visible in the two moments it matters most — when a client disputes what they sent, and when a staff member leaves. Neither is a filing problem. Both are records problems.
Storage tied to the client and the work
A document vault only helps if finding a file is faster than asking the client to resend it. That means documents stored against the client and the engagement they belong to, rather than in a folder tree that made sense to whoever created it.
Keeping working papers in the same system as the compliance tasks also means the review trail stays intact: the person signing off a return can see the source documents it was prepared from without a separate request. For document exchange with clients, the client portal handles collection without the files passing through anyone's inbox.
Capabilities
Practice document vault
Keep sensitive client papers in Finexo instead of scattering them across personal drives and chat history.
- Secure storage for practice files
- Client-linked organization
- Fewer 'where is that PDF?' moments
Working papers with the work
Working papers belong next to the engagement — not in a random year-folder that only one article clerk remembers.
- Store working papers with the client
- Support day-to-day filing work
- Easier handoff between team members
Client uploads via portal
Ask for documents once. Clients upload through the WhatsApp portal so files land in your practice system.
- WhatsApp upload path for clients
- Less email attachment chasing
- Clearer intake during filing season
Share files clients can download
When returns, invoices, or signed copies are ready, clients pull them from the portal channel instead of asking you to resend.
- Client download of shared documents
- Fewer resend requests
- Same channel as status updates
Find files with the client record
Open the client and get to documents without reconstructing which Drive folder or WhatsApp group held the last version.
- Searchable practice store
- Tied to client profiles
- Faster onboarding for new staff
Connected to portal and tasks
Document flow is part of Finexo PMS — next to client management, tasks, and the WhatsApp portal — not a bolted-on drive product.
- Works with client portal
- Fits compliance task workflows
- One system for ops and files
Frequently asked questions
What kinds of documents can CA firms store in Finexo PMS?
Use Finexo as the practice vault for client files and working papers — PAN, Aadhaar, returns, acknowledgements, and the day-to-day papers your team needs while filing. Documents sit with the client record instead of living only in someone's laptop folder.
Can clients upload and download documents themselves?
Yes. Through the WhatsApp-based client portal, clients can upload required documents and download files your firm shares — without email attachment ping-pong.
How is this different from Google Drive for a CA firm?
Drive is a general file store. Finexo document management sits inside practice workflows — next to clients, tasks, and the portal — so files are findable in the same system that runs compliance work, not in a parallel folder tree your team forgets to update.