Every engagement letter, certificate and auditor communication - from one Word template, for every client, in seconds.
The same engagement letter retyped for each new client, with a fresh chance of a wrong PAN or financial year every time.
Certificates that sit in a partner's inbox because formatting a Word file for one client takes twenty minutes.
No record of which version of a format was issued to which client when a query comes back a year later.
STEP 1
Engagement letters, MRLs, net worth and turnover certificates - your own .docx files, fonts and letterhead intact. Or start from the 10 CA formats in the built-in library.
STEP 2
Select the client name, PAN, financial year or fee and turn it into a variable. Client Master fields and your firm details (name, FRN-style signatory block, GSTIN) fill themselves.
STEP 3
Pick the client, enter the assignment-specific values, download DOCX or PDF. Every generation is recorded in the audit trail with the template version used.
Try it with your own templates
Free 30-day trial · no card · library formats ready on day one.
Yes. Upload your firm's Word file as-is and mark the variables. Nothing about the layout, clauses or letterhead changes.
From your Client Master. Enter each client once; every template that uses those fields fills them automatically, and your own firm details come from your profile.
DocMold generates the documents and keeps a version-pinned record of every issued document, which is what you need for your working papers. UDIN generation itself stays on the ICAI portal.
Secretarial documents, automated →Legal drafting from trusted formats →HR and business letters for growing companies →