For chartered accountants

Work on your clients’ loan records from one login.

FolioPact’s CA workspace brings invited client ledgers and recorded reviews together. Each client chooses the legal lender and permissions they share.

Access that each client controls

Accept a seven-day invitation using the invited email and a verified authenticator. Switch between accepted clients and lender entities. Clients can revoke access from Settings.

Create, edit and review

With permission, create borrowers, independent loans and repayments, update permitted borrower details, and record dated rate changes. Review balances and export loan ledgers. Record a review-through date, note and the workspace revision you reviewed.

A visible history

Financial changes use dated ledger entries. Client maker-checker rules also apply to CA repayments. Review records document the work performed and the version of the records reviewed.

Reconcile repayments with your client’s bank records

When a borrower deducts TDS from interest, compare the cash received with the bank statement and retain the deduction evidence separately. The repayment guide explains how cash, TDS, interest and principal add up. Dedicated TDS entry is pending release.

Read the repayment guide

Available as a controlled pilot. Scheduled-loan servicing, shared-borrower edits and email invitation delivery require further rollout.