CA Office: Digital Document & Workflow Management

Overview

A document management and workflow system for a CA office. It was designed to reduce physical paperwork by digitizing how documents are registered, processed by each department, approved and delivered.

The business problem

The office worked with physical paperwork. The goal was to reduce it by digitizing document registration, departmental processing, administrative approvals and document delivery.

The solution

The system has two parts: a Windows desktop application used by the office team, and a web portal for clients. Documents follow the same steps every time, and each person sees what their role needs.

1. The receptionist receives physical documents and registers them in the application.
2. Each document is assigned to the relevant department.
3. Department workers open and process their assigned documents.
4. Completed work is forwarded to the administrator.
5. The admin reviews, approves and signs the document electronically inside the application.
6. Clients use the web portal to track progress and download their completed documents.

Key features

• Document registration
• Assignment of documents to departments
• Role-based access for Admin/CA, Workers, Receptionist and Clients
• Document processing workflows
• Administrative approval
• In-application electronic signing
• Client-facing document status tracking
• Downloads of approved documents

Technology stack

• .NET
• ASP.NET
• Windows desktop

My contribution

I developed this system in .NET while working as a software developer: the Windows desktop application for the office and the ASP.NET web portal for clients.

Project status

Delivered and in active use by the office when I left the company where I built it. No client documents, signatures or financial information are shown on this site.

Project media