Document Repository
Upload Once.
Use Everywhere.
Stop re-uploading the same files. Store your financial documents, working papers, and client files in one secure repository - organised by folder, tagged by type, and ready to use across every conversation.
One Repository. Every Conversation.
One Repository.
Every Conversation.
Your documents shouldn't disappear between sessions. Store them once, organise them properly, and bring them into any conversation — instantly.
Your documents shouldn't disappear between sessions. Store them once, organise them properly, and bring them into any conversation — instantly.
Document Repository
Upload your financial documents once and reuse them across every conversation - no re-uploading, no re-attaching, no starting from scratch.
Upload PDFs, XLSX, DOCX and more
Persistent across all sessions
Instantly available in any conversation
Document Repository
Upload your financial documents once and reuse them across every conversation - no re-uploading, no re-attaching, no starting from scratch.
Upload PDFs, XLSX, DOCX and more
Persistent across all sessions
Instantly available in any conversation
Document Repository
Upload your financial documents once and reuse them across every conversation - no re-uploading, no re-attaching, no starting from scratch.
Upload PDFs, XLSX, DOCX and more
Persistent across all sessions
Instantly available in any conversation
Folders & Organisation
Organise documents by client, engagement type, or financial year - so every file is exactly where you expect it when you need it.
Create folders by client or matter
Move documents between folders
Nested structure for complex engagements
Folders & Organisation
Organise documents by client, engagement type, or financial year - so every file is exactly where you expect it when you need it.
Create folders by client or matter
Move documents between folders
Nested structure for complex engagements
Folders & Organisation
Organise documents by client, engagement type, or financial year - so every file is exactly where you expect it when you need it.
Create folders by client or matter
Move documents between folders
Nested structure for complex engagements
Tags & Discovery
Tag documents by type, standard, or engagement - then search and filter instantly to find exactly the file you need across your full library.
Custom tags per document or folder
Filter by tag, type, or date
Search across all documents at once
Tags & Discovery
Tag documents by type, standard, or engagement - then search and filter instantly to find exactly the file you need across your full library.
Custom tags per document or folder
Filter by tag, type, or date
Search across all documents at once
Tags & Discovery
Tag documents by type, standard, or engagement - then search and filter instantly to find exactly the file you need across your full library.
Custom tags per document or folder
Filter by tag, type, or date
Search across all documents at once
Supported Formats
Every Format Your Firm Works With
Upload documents in any format your practice uses — from financial statements and spreadsheets to working papers and correspondence. ThePocketCA reads them all.
Chartered Accountant-level Accountancy
Chartered Accountant-level Accountancy
Your Firm Protected
Enterprise-grade security and controls
POPIA
No Training On Data
Enterprise-Grade Encryption
GDPR
Your Firm Protected
Enterprise-grade security and controls
POPIA
No Training On Data
Enterprise-Grade Encryption
GDPR
Contact
Get in touch
Have a question, need a demo, or ready to transform your firm? Our team is here and ready to help.
Telephone
Contact
Get in touch
Have a question, need a demo, or ready to transform your firm? Our team is here and ready to help.
Telephone
Document Repository
Upload Once. Use Everywhere.
Stop re-uploading the same files. Store your financial documents, working papers, and client files in one secure repository - organised by folder, tagged by type, and ready to use across every conversation.