Demo mode: Details are stored only in this browser, not on a shared server. Use sample data for testing. Original Word templates are used for DOCX downloads. Use Generate Docs to preview; the PDF option opens browser printing (Save as PDF).
Client & Auditor Details
CLIENT MASTER
DIRECTORS
CHARTERED ACCOUNTANT MASTER
MEETING / APPOINTMENT
Saved Records — Edit / Delete
Edit loads the record into the form. Change the details and click Save Client or Save CA. Delete removes the record from this browser only.
Clients
CA Firms
Word Template Manager
To edit a template's language or formatting, download the current Word template, edit it in Microsoft Word, then upload the revised DOCX. Keep placeholders like {COMPANY_NAME} and {CA_FIRM} unchanged where automatic replacement is required. Changes are saved only in this browser. You can restore the built-in original at any time.