DocRack Workflow
Trace the audit lifecycle from raw evidence collection to immutable, regulator-verifiable documentation.
Collect
End the document scramble.
The PBC portal replaces scattered WhatsApp threads and email chains with structured, area-wise requests. Clients upload once; the auditor tracks status, sends reminders, and starts work the moment evidence arrives.
- Auto-structured PBC request templates
- Real-time upload tracking dashboard
- Automated email & SMS reminder chains
Engagement Room
Every file, organized the moment it lands.
A single secure room per engagement — every document automatically sorted, labelled, and mapped to its audit area. Searchable, version-controlled, and access-scoped by role, so the team works from one source of truth instead of a shared drive.
- Role-scoped document workspaces
- Automatic file cataloging and tagging
- Full revision histories & file lock status
Copilot
Answers you can trace, not just trust.
Ask anything about the engagement's documents in plain language. Every response cites its exact source — page, line, and figure — so the auditor can verify the basis of every answer in a single click. No black box, no taking the AI's word for it.
- Natural language document querying
- Source verification link highlighting
- Zero AI training on CA client secrets
Scrutiny & Cross-Verification
Every rupee tested. Every number tied to source.
Ledger and transaction scrutiny runs across the full population, not just a sample — surfacing outliers, mispostings, and unusual patterns. Each figure in a source document is matched against the underlying ledger, and anything that fails to tie out is flagged with the evidence on both sides.
- Full ledger transaction scrutiny logs
- Automated Tally XML cross-matching
- Discrepancy validation matrices
Compliance & Reporting
CARO, Form 3CD, and Schedule III — composed, not retyped.
Materiality, sampling, and going-concern procedures feed directly into ICAI-format working papers and statutory outputs. CARO 2020 clauses are auto-drafted from the books, with the items needing physical verification clearly called out — so the firm reaches sign-off with a complete, standards-aligned file.
- CARO 2020 auto-clause draft generator
- Form 3CD working paper population
- Schedule III financial statement mapping
Audit Trail & NFRA Readiness
Proof that survives inspection.
Every action — upload, query, verification, sign-off — is cryptographically signed and timestamped. The trail is tamper-evident and reproducible, and the proof is mathematical: any reviewer or regulator can verify it independently, whether or not DocRack is in the room. This is the answer to the one question every inspection asks: 'How do you know this wasn't changed?'
- Ed25519-signed digital action trail
- Regulator verification viewer console
- NFRA-standard review-ready checklist
Ready to shorten audit cycles?
See how DocRack helps CA firms move from document collection to inspection-ready audit files in days instead of months.
Book a Demo