Practice tools for Chartered Accountants, next to the books: a UDIN register, audit reports taken through review, signing and filing, a register of your digital signature certificates, a compliance calendar, a notice tracker and working papers.
These features are only available on the Pramaan plan. If you're a CA firm or practicing chartered accountant, contact us to enable Pramaan on your account.
A UDIN (Unique Document Identification Number) is issued by ICAI’s portal for each document a CA certifies. Lekhya does not issue one: you generate it on the portal and register it here, so every UDIN you have used is in one place, with the client and document it belongs to. Read the UDIN guide.
Register a UDIN
Paste the UDIN from the ICAI portal and add your membership number, the document, its date and the client. Lekhya checks the UDIN is 18 letters and digits, is not already registered, and tells you when the member number or year inside it does not fit.
Find one
Search by client name or UDIN, and filter by generated or revoked.
Revoke one
Give a reason. Lekhya marks it revoked and writes who did it, when and why to the Audit Trail. It does not cancel the UDIN with ICAI: do that on the portal.
Use it when you sign
Sign & Certify on an audit report takes a UDIN from your register. A UDIN can be on one report only, and a revoked one cannot be chosen.
A report here is the record of an engagement: who prepared, reviewed and signed it, the UDIN and certificate it carries, its working papers, and the stage it has reached.
Forms
Form 3CA, 3CB, 3CD and 3CEB, and the statutory audit under Schedule III, for a client and a financial year.
Stages
Draft, under review, signed, filed. Send for review, return to draft, sign, then mark as filed.
People
Choose a reviewer and a signer from the people on your team.
Signing
Sign & Certify asks for your UDIN and your DSC. A signed report is locked: it cannot be edited or deleted.
A task list for the filings you owe each client. Add a task with the client, the kind (GST, TDS, ROC, advance tax, audit, ITR, PF/ESI), the period, the due date and who has it. Move it from pending to in progress to filed. The top of the page counts what is overdue, what is due this week, and what is pending, and you can filter by status or kind.
These are the usual dates, for reference. Lekhya does not fetch due dates: you add each task and its date, so when the government extends one you change it on the task.
Books for each client
Create a company for each client whose books you keep and switch between them from one login, up to your plan’s limit. Each is its own GSTIN and its own books.
All Clients
Every client you have a task, report or notice for, with open and overdue tasks, audit reports, open notices and the next due date. Practice records belong to the company you are in when you add them.
Notice tracker
Log each notice with its type, number, date, authority and reply date. Move it through received, in progress, replied, closed or appealed. Open and overdue notices are counted.
Team
Tasks, reports and notices can be assigned to the people on your team, who are added under Settings → Users & Roles.
DSC register
Record each digital signature certificate with its holder, name and validity. Lekhya marks those expiring within 30 days and those that have expired. If you attach a file, attach the public certificate only: never the private key of your token.
Working papers
Upload files of up to 10 MB, give each a category, and link it to an audit report. They are kept in private storage, in your company’s own folder.
Pramaan is available for practicing CAs with an ICAI membership number. Get started with a 14-day free trial.