Your Private Financial Vault
Securely store and manage all your financial documents in one place. Bank-grade encryption, OTP-based access, and seamless advisor collaboration.
How It Works
Whether you're a taxpayer or a CA, Master File keeps everything organized
For Clients (Taxpayers)
- Register as Client and upload your ITRs, bank statements, and financial documents
- Assign your CA as an Advisor — they can upload documents directly to your vault
- Share documents securely with banks and institutions via time-limited links
For Advisors (CAs & Consultants)
- Register as Advisor — your clients assign you from their account using your email
- Upload, organize, and manage documents for all your clients in one place
- Track document requests, approvals, and upload history across clients
Everything You Need to Manage Documents
Bank-Grade Encryption
AES-256 encryption to secure documents. End-to-end encrypted at rest and in transit.
OTP-Based Access
Secure mobile-first login with OTP verification for Email and Phone. No passwords to remember.
Advisor Collaboration
Your Advisor can upload documents on your behalf with approval workflow. You approve or reject easily.
Multi-Entity Management
Store documents under multiple PANs — individual, HUF, company. All from a single login.
Secure Sharing
Share documents with banks and institutions via time-limited, view-limited links. Full audit trail.
Smart Categorization
Organize by Financial Documents, Banking Docs, Investment & Agreements and more. Smart categorization.
Simple, Transparent Pricing
Start free, upgrade when you need more
Plans are for Clients (taxpayers). Advisors are assigned by clients and don't need a separate plan.
Free
- No storage
- Single document upload
- 1 PAN entity
- 1 Advisor (CA who uploads for you)
- Document sharing
Silver
- 1 GB storage
- Unlimited document uploads
- 1 PAN entity
- 3 Advisors (CAs who upload for you)
- Email support
- Document sharing
Gold
- 1 GB storage
- Unlimited document uploads
- Multiple PAN entities
- 5 Advisors (CAs who upload for you)
- Priority support
- Document sharing
About Master File
Master File is a secure document management platform built for Indian taxpayers and Chartered Accountants. Store your ITR, Form 16, Financial docs, Banking docs, Investment papers & Registration docs — all in one encrypted vault, accessible anytime, from any device.
Collaborate with your CA seamlessly through our approval workflow. Share documents with banks and institutions via time-limited, secure links. Your documents stay encrypted with AES-256 encryption — the same standard used by banks.