Setup LEDGERS

LEDGERS / India / Documentation

Central Cloud Repository

One secure home for every file-business, service and HR-backed by AWS S3 encryption, automatic backups and geo-redundancy.

Smart KYC / KYB Folders

Collect, tag and expire-track customer and vendor KYC documents so you’re always compliance-ready for audits and renewals.

Role-Based Access Control

Granular permissions let owners, managers and staff see only what they need—nothing more. Every access is time-stamped.

Email-to-Folder Capture

Forward invoices or contracts to a unique mailbox and watch them appear instantly in the right folder—no manual uploads.

Versioning & Audit Trail

View, download or roll back any earlier version. Full history logs who changed what and when.

HR & Employee Records

Store offer letters, EPF forms and payslips in employee-specific folders; staff can upload or view their own documents securely.

Service-Linked Docs

Attach GST returns, payroll challans or trademark certificates directly to their respective LEDGERS modules for one-click retrieval.

Self-Serve Client Portal

Give clients a private link to fetch invoices, agreements or proofs—reducing “please email me” requests and saving your team time.

Enterprise-Grade Security & Compliance

Stay audit-ready with multilayer protection built into every LEDGERS DMS workspace.

  • AES-256 Encryption + AWS S3

    Files are encrypted in transit (TLS 1.2+) and at rest on ISO 27001-certified AWS S3 storage with daily geo-redundant backups.

  • Granular Role-Based Access

    Define view, upload, or delete rights by team, client, or document type; every action is time-stamped in an immutable audit trail.

  • KYC / KYB Compliance Controls

    Auto-track expiry dates, receive renewal alerts, and lock down sensitive ID proofs—so you’re always ready for RBI, GST, or MCA checks.

  • Smart Capture & Centralised Inbox

    Forward emailed invoices or contracts to a unique address; the system tags and files them instantly, eliminating inbox chaos.

One secure hub. Zero compliance worries.

Document Management

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Setup LEDGERS