Stop spending hours sorting through hundreds of messy client PDFs. ERPCA analyzes, categorizes, and organizes files into secure client vaults automatically.
Clients frequently send mismatched files with meaningless names. ERPCA inspects the content, classifies the document type, and files it in the right engagement folder.
Instantly identifies Form 16, Aadhaar, PAN, Bank statements, and GST Challans upon upload.
Automatically compares uploaded files against engagement requirements and notifies clients of missing items.
Reads and extracts key financial data, PAN numbers, and amounts to accelerate tax computations.
Bank-grade document storage with strict version control, watermarking, and audit logging.
Download complete organized client folders in one zipped archive for regulatory audits.
How optical document analysis eliminates the manual document sorting nightmare.
Client drops files into the portal or snaps photos via mobile app without worrying about filenames.
ERPCA parses document headers, PAN numbers, and document formats to determine document type.
File is automatically renamed and routed into the client's dedicated financial year subfolder.
If required checklist documents are missing, system auto-dispatches a reminder to the client.
Everything required for secure, auditable, and organized practice document management.
Reads complex bank statements, Form 16 tables, and tax challans with high OCR precision.
System compares uploaded documents with engagement requirements and flags gaps immediately.
Automatically apply firm confidentiality watermarks and date stamps before sharing with clients.
Download complete audit files or tax return dossiers in one organized folder structure.
Track every computation draft revision with author timestamps, notes, and side-by-side comparison.
Restrict staff access to sensitive promoter files like personal net worth statements.