DocsTeam, CAs and security
Working with your CA
Cass tells you what needs attention and why. Filing and sign-off stay with your chartered accountant, who sees the same screen you do.
Bring in your CA
In Settings, Team, invite them with the Accountant role. They sign in and see your company's diagnosis, fix list, tax dates and history: the same numbers, worked out from the same books.
What your CA can do
- Read each problem with its cause, and the GST, TDS and PF dates with amounts when the books show them.
- Add bank statements and confirm month-end balances.
- Tick steps on the fix list. You see the same ticks.
- See what each diagnosis rests on: the checks that passed and the ones that couldn't run.