Isolation per client entity
Each client’s documents, books and working papers are held in a separate logical space. Queries, learning and exports are scoped to one entity at a time.
Security
Your clients trusted you with their books. The system is built to keep it that way.
Practices hold some of the most sensitive data their clients have: bank statements, supplier terms, margins and tax positions. Access, storage and every change are designed around that.
Encryption in transit and at rest
All traffic uses TLS. Stored documents, statements and saved statement passwords are encrypted at rest.
Role-based access
Partner, manager, staff and client roles decide who can see, prepare, change and approve. Staff see only the clients they are assigned.
Full audit trail
Every upload, proposal, correction, override and approval is recorded with the person, the time and the before and after values.
Learning stays with the client
Coding patterns learned from one client’s corrections are used for that client only. One client’s data never shapes another’s books.
Your data, exportable
Books, working papers and the audit trail can be exported per client at any time, and are deleted on request after you leave.
Access by role
Who can do what
Roles are set by the firm. Managers can be given approval rights for particular clients where the partner chooses.
| Action | Partner | Manager | Staff | Client |
|---|---|---|---|---|
| See firm-wide dashboard | Own teams | |||
| Upload documents | Own entity | |||
| Review and correct coding | ||||
| Override a reconciliation match | ||||
| Approve a client’s period | If permitted | |||
| Manage users and roles | ||||
| Export books and audit trail |
Audit trail
Every entry can answer: who, when, and why.
The trail is kept per client and cannot be edited by any user, including partners. It is part of the working papers you can export.
Audit trail · Vishwanath Fabricators · ST/26-27/0418
- 10:02Client uploadST/26-27/0418.pdf received through portal
- 10:03EngineCoded to Purchases - Raw Material, confidence 97%
- 10:03EngineGSTIN mismatch against GSTR-2B raised
- 14:40Rohit (staff)Added note: supplier changed registration in August
- 17:15PartnerHeld ITC of ₹1,800.00 for September, approved remaining batch
Statement of scope
Lakshmitva is preparation software that assists a qualified professional. It does not give tax, legal or financial advice, does not sign off on books, and does not file returns. Responsibility for review, judgment and filing remains with the CA or accountant who uses it.
Review slip · awaiting approval
Questions about data handling? Ask them in the demo.
We will walk your partners or IT lead through isolation, access roles and the audit trail using your own firm structure.