Keep all client dockets, MCA deadlines, and team worklists inside your firm’s private Google Drive. Trainee Laptop Shield prevents junior local downloads. 100% partner SQC-1 sign-off before government portal submission.
Zenith Infra Pvt Ltd
Neo Retail Solutions Pvt Ltd
Apex Bio-Tech India LLP
AAX-9981 (ROC Bangalore)
Private Google Drive
DRIVE.FILE SCOPE100% BYOS Custody
Files save strictly into your own Drive. Zero third-party cloud custody.
Trainee Laptop Shield
ZERO LEAKAGEDownload Sealed
Clerks view documents in-browser; raw downloads to trainee laptops are blocked.
SQC-1 4-Eye Review
PEER-REVIEW AUDIT100% Partner Sign
Mandatory partner verification before any form is submitted to government portals.
Drive Tamper Guard
SELF-HEALING1-Click Recovery
Accidental folder moves or trashes in Google Drive are restored with zero data loss.
Generic project management tools fail because they do not understand MCA V3 forms, Form 3CD clauses, GSTR-3B cutoffs, or ICAI peer review standards. Docketra is built specifically for your practice domain.
Master annual returns, director KYC, board resolutions, and charge registrations without spreadsheet chaos.
Annual filing checklists with pre-scrutiny readiness
Director identification and token validity tracking
Allotment and charge creation audit trail
Automated warnings before compounding late fee penalties
Centralize CIN, PAN, TAN, DIN, authorized signatories, and DSC expiry in one master card with 1-click copy for portal filing.
Send clients a secure WhatsApp-friendly link to drop bank statements, bills, and challans. No client account creation required.
Staff and article clerks receive precise daily worklists, while practice managers route complex files through department workbaskets.
Draft forms and working papers cannot be marked complete without partner verification, guaranteeing strict compliance.
Standardized workflows for MCA annual filings, Form 3CD clauses, GSTR reconciliations, and DIR-3 KYC so article clerks work independently.
Client documents never leave your firm’s Google Drive. Even if you cancel Docketra, 100% of your records stay organized in your own folders.
WhatsApp mixes confidential PANs and bank statements with personal chats. Excel cannot prevent trainee data leakage, track MCA late fees, or enforce partner sign-offs.
| Practice Requirement | Docketra Sovereign OSPURPOSE-BUILT | Generic Task TrackersAsana / Monday / ClickUp | Excel & WhatsAppUnstructured Ad-hoc |
|---|---|---|---|
[Regulatory] Statutory Due Dates & Penalties | ✓Tracks MCA V3, GST, and Tax due dates automatically with progressive countdowns before ₹100/day late fees kick in. | ✕Generic calendar reminders with zero knowledge of ROC forms, DIN cutoffs, or tax audit deadlines. | ✕Static Excel rows. Easily missed when staff get busy; discovered only when government show-cause notices arrive. |
[Security] Client Data & Confidentiality Perimeter | ✓100% BYOS Google Drive storage. Trainee Laptop Shield blocks raw file downloads to personal laptops. | ✕Files stored on multi-tenant SaaS cloud servers. Staff download unencrypted spreadsheets anywhere. | ✕Client ITRs, financial ledgers, and PAN cards forwarded in WhatsApp groups and left on personal trainee laptops. |
[Compliance] SQC-1 Maker-Checker Partner Sign-off | ✓Mandatory 4-eye partner review before portal filing. Complete immutable audit trail ready for ICAI/ICSI peer review. | ✕Loose checkboxes. Anyone can mark a task complete without partner verification or audit logging. | ✕Zero sign-off trail. Impossible to verify who prepared the draft or who authorized the filing. |
[Operations] Client Intake (WhatsApp & Upload Link) | ✓Direct WhatsApp bridge & zero-login upload links. Clients send bank statements without password frustration. | ✕Forces clients onto complex third-party portals with logins they constantly forget. | ✕Messy WhatsApp chats where critical challans and bills get buried beneath everyday chatter. |
[Safety] Accidental Deletion & Drive Tamper Guard | ✓Detects accidental folder moves or deletions inside Google Drive and re-anchors pointers in under 1 second. | ✕File paths break permanently if an associate renames or moves a folder on the shared drive. | ✕Files deleted or overwritten by accident with zero recovery mechanism. |
[Productivity] Client Memory (CIN, PAN, DIN, DSC) | ✓1-click copy for CIN, PAN, DIN, and authorized signatories directly into MCA V3 and Income Tax filing portals. | ✕Plain text notes scattered across separate tasks; no company master structure. | ✕Staff search through old folders or ask the client for the same PAN/CIN every quarter. |
[Management] Daily Staff Worklists & Workbaskets | ✓Team members see their exact prioritized daily queue. Partners monitor firm throughput without micromanaging. | ✕Cluttered kanban boards with hundreds of loose tickets that don’t reflect statutory urgency. | ✕Partners must phone or WhatsApp staff daily: "Did you file the return? What is the status?". |
A disciplined 4-stage pipeline designed around the Indian statutory maker-checker standard.
Open a client docket in 30 seconds. The sandboxed Google Drive folder is provisioned instantly.
Assign filing steps to associates or article clerks with pre-loaded statutory checklists and cutoffs.
Working papers and draft forms save directly into your private Drive. Clients upload via zero-login links.
Managing partner verifies draft challans, applies the audit seal, and marks the matter complete for portal submission.
Docketra never stores client documents on multi-tenant third-party servers. We manage the workflow metadata while 100% of confidential files remain inside your Google perimeter.
Docketra strictly uses Google’s restricted drive.file scope. It can only open the specific /Docketra/ folder it created, with zero access to your existing personal files.
Article assistants view working papers inside Docketra’s protected viewer. Direct downloads of client PAN, ITR, and financial files to personal laptops are blocked.
If a clerk accidentally moves or trashes a folder inside Google Drive, Docketra detects it instantly and restores the folder and file links in 1 click with 0 data loss.
Complete 4-eye maker-checker audit log. Shows exactly who prepared the filing and when the partner signed off, ready for peer review inspections.
Create your firm workspace, invite your team, and manage your first 5 clients for ₹0. Upgrade to Pioneer or Growth whenever you expand.
2 seats, 5 clients. Official sandbox for Google Drive safety & junior download blocks.
Up to 5 seats, 50 clients. Flat rate locked for life for founding practices.
12 seats, 150 clients. Pre-loaded statutory blueprints and department queues.
100% refund if it does not save 10 hours a week. All files stay in your Drive.
Zero file leakage, 100% partner review.
Start with one workspace, invite your team, and eliminate scattered WhatsApp client files today.