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Peer Review (Document Vault)

Use Peer Review inside Document Vault to maintain a clean peer review record for each client/engagement: capture key details (UDIN, partner/team, financial year, turnover/net worth, etc.) and upload the working papers and supporting documents in one place.

Overview

In a CA firm, peer review is easiest when every engagement has one standardized record and all documents are uploaded in a fixed checklist. The Peer Review module does exactly that: your team can create a peer review entry, assign the Professional Employee / Team Incharge, and upload all relevant documents so the reviewer can check everything quickly.

What you’ll do in this guide: first create (or confirm) the Professional Employee in HRMS, then go to Document Vault → Peer Review, add the peer review details, and finally upload the required attachments.

Prerequisite: Add Professional Employee (Freelancer/Employee)

In the Peer Review form you will select a Professional Employee. This list comes from your HRMS employee records. If the person isn’t available in the dropdown, add them first from HRMS → View Employee.

  1. Login to CA Cloud Desk Partnerdesk and open HRMS from the left panel.
  2. On the HRMS screen, click View Employee.
  3. Open the Freelancers tab (or Employee tab, depending on what you are adding), then click the + icon to add.
  4. Fill the Add Employee form (Employee Details → Permissions → Additional Details → Bank Details → Emergency Contacts → Upload Documents) and click Submit.
Dashboard with HRMS highlighted in left panel

Step 1 — From dashboard, select HRMS from the left panel.

HRMS screen with View Employee card highlighted

Step 2 — HRMS screen: click View Employee.

View Employee screen showing Freelancers tab and plus icon to add new employee

Step 3 — View Employee: open Freelancers tab and click the + icon.

Add Employee flow with steps Employee Details, Permissions, Additional Details, Bank Details, Emergency Contacts, Upload Documents

Step 4 — Add Employee wizard: complete all sections and submit.

AEmployee Details (fields)
  • Employment Type: Employee / Freelancers
  • Organization
  • Name
  • Employee Code
  • Mobile No 1
  • Email Id
  • Mobile No 2
  • Manager
  • Department
  • DOB
  • Joining Date (example: 06/12/2023)
  • Probation Period
  • Branch
  • Office
  • Shift
  • Team
  • Gender
  • Current Address
  • Permanent Address
  • Notice Period
  • Status
  • Allow Mobile Attendance
  • Allow Desktop Attendance
  • Allow Outside Radius
  • Allow Face Recognition
BPermissions (common checklist)
Tip: Give only what’s required. For Peer Review work, ensure the user has necessary access under Documents (and optionally HRMS if they maintain employees).
  • Manage Settings: Manage Settings, Manage Profile, View Profile, Customer Portal Policy, Task Settings, Create Branch, SMTP Configuration, Manage Notification, Billing Settings, Show & Modify All Task, Whatsapp
  • Customer: Create Customer, View Customer, Edit Customer, Customer Delete/Inactive, Download Utility, Customer Group, Create/Delete Custom Field, View Customer Password, 15 CB Form, GST, Cases
  • Employee: View Employee, Create Employee, Edit Employee
  • Communication: Send SMS, Send Email, Send WhatsApp, Send Notification
  • Services: Create Service Request, View Service Request, Manage Service, FAQ, Description
  • Community: Access Community, My Offer, Transfer Work, Received Work, Chat, Create Post
  • Tasks: View Task/Recurring Task, Create Task/Recurring Task, Task Customer, Update Task Stages, Task Stages, Create Task For Self, Create Task For Other, Delete Task/Recurring Task, Show Deleted Task, Task Action Buttons, Edit Task/Recurring Task
  • Edit Task: Task Name, Task Assignee, Task Reporter, Task Consultant, Task Service, Task Target Date, Task Priority, Task Due Date, Task Description, Task Complete, Show Completed Task, Tags
  • Documents: Create Documents, Delete Documents, View Documents, Share Documents, Add Documents, Add to Documents, Add Expiry, FAR View, FAR Add
  • Billing: Access To Billing Dashboard, Add Invoice, View Invoice, Proforma Invoice, Receipts, CN & DN, Opening Balance, Reported Transaction
  • HRMS: HR Management, Team Management
  • Payroll: Payroll Basic, Verify Pay Details
  • Report: Feedback report, Income report, Revenue report, Service Request report, Customer report, Task report, Partner report, Inward Outward report
  • Lead Management: Lead Access, Lead Add
  • Website
CAdditional Details
  • EPF No.
  • ESIC No.
  • Aadhaar No.
  • EID No.
  • PAN No.
  • DL No.
  • Passport No.
  • Blood Group
  • Instagram URL
  • Facebook URL
  • Other Social Media URL
DBank Details
  • Bank Name
  • Branch Name
  • Account Holder Name
  • Bank Account No.
  • IFSC Code
  • IBAN No.
  • Swift Code
  • MICR Code
EEmergency
  • Name
  • Mobile 1
  • Mobile 2
  • Relationship
  • Address
FUpload Documents
  • Upload relevant ID proofs / letters / certificates as per your firm policy.

Open Peer Review

  1. From the left panel, click Document Vault.
  2. On the Document Vault screen, click the Peer Review card.
Document Vault screen with Peer Review card highlighted

Document Vault — select Peer Review.

Peer Review List (Screen)

When Peer Review opens, you’ll see an engagement list in a table. You can filter by Client and Employee, and use the + icon to add a new peer review entry.

Peer Review list screen with filters and plus icon to add peer review

Peer Review list — use filters and click the + icon to add.

Add Peer Review Details

  1. Click the + icon on the Peer Review list page.
  2. Fill the peer review details form.
  3. Click Next to move to the document upload step.
Add Peer Review details form with fields for UDIN, financial year, branch, client, team, turnover and other details

Add Peer Review — fill engagement details and click Next.

Fields to fill (as shown in the form):

  • UDIN No.
  • Financial Year
  • Name of Branch/HO of PU
  • Professional Employee
  • Name of the Client
  • Services
  • Name of the Signing Partner
  • Team
  • Team Incharge
  • PAN No.
  • File No.
  • Turnover
  • Networth
  • Paid up/ Partner's/ Proprietor's Capital
  • Borrowings from Banks/ NBFCs (incl. Short Term & Long Term)
  • Fees
  • Net Profit
  • Balance Sheet: IND AS / AS
  • Whether Engagement Quality Review Done: Yes / No
  • Remarks
Tip: Keep the Peer Review record consistent across the firm—use the same naming format for File No., Team, and Services so filtering/searching remains clean.

Upload Required Documents

After you click Next, the Peer Review module shows a checklist-style upload page. Upload the required documents and then click Submit.

Upload attachments screen with multiple document upload buttons like Balance Sheet, PNL Account, Working Papers and more

Upload Documents — upload attachments under each heading and submit.

Typical uploads available on this screen:

Financial & Reports

  • Balance Sheet
  • PNL Account
  • Financial statements
  • Final reports issued (audit reports, tax reports, etc.)
  • Record of billings and collections
  • Net profit / fees support (as needed)

Compliance & Evidence

  • UDIN Certificates
  • GST Registration Certificate
  • MCA Forms & Challan
  • Updated PAN of the firm
  • KYC of Client
  • Engagement letters

Working Papers

  • Working Papers
  • Audit planning documents
  • Risk assessment documentation
  • Work programs/checklists for completed assignments
  • Evidence of review or supervision (review notes/comments)
  • Other Documents (1–7)
Best practice: Upload the core documents first (Balance Sheet/PNL, Working Papers, UDIN Certificates, Engagement Letter). Then add supporting “Other Documents” so the reviewer has full context.

Outcome & Best Practices

After you click Submit:

  • The peer review entry appears in the Peer Review list.
  • You can use filters (Client / Employee) to quickly find the engagement later.
  • All uploaded attachments remain linked to that engagement for audit/peer review reference.
Tip: Maintain one Peer Review entry per engagement per financial year. This makes it easy to track progress and avoid duplicate uploads.

Peer Review Guide PDF

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