IndiaAuditLens
Register a firm, complete 2FA, and open Collaboration
Create the firm workspace, secure the owner account, and open the shared collaboration queue for authorised client and engagement work.
By IndiaAuditLens product team · Updated 2026-08-03
Before you begin
Confirm that the firm does not already have an IndiaAuditLens workspace. Use the owner’s real work email and verified firm details. Keep an approved authenticator app ready for two-factor authentication. Decide where the firm will securely store one-time recovery codes.
Register a CA firm
Open Register your firm from sign-in. Enter accurate firm/owner identity and work contact details, accept the displayed terms and fix field validation. Submit once, complete email verification and sign in to the newly created workspace. Configure firm statutory/security/team data before client work. Never create duplicate firms to recover an existing workspace; use Support.
Complete two-factor authentication
At setup/challenge, use an approved authenticator and scan/enter the secret privately. Enter the current code; securely store one-time recovery codes outside the product. On a required/grace state, finish setup before the deadline. For failures, correct device time and retry the next code; use a recovery path without sending QR secret/code/recovery code to anyone.
Open Collaboration Center
Open Collaboration from the home/module navigation, then filter the cross-client queue of questions and document requests by engagement/type/status. Bulk actions affect every selected record; confirm the scope before applying them. Ask client records a new question or document request; nothing is sent to the client while the client portal is off.
Expected result
The firm workspace opens under the correct identity, two-factor authentication protects the account, and Collaboration shows only the work available to the signed-in user.