Your NGO client's books, audit-ready behind one link
Auditing Indian NGOs usually means chasing Excel files, half-finished Tally data and a donor list that arrives in May. When your client runs on Sevastack, they send you one read-only link per financial year — statements, registers, filings and exports, already built from the vouchers their team entered.
- Read-only, expiring link
- 15 tabs of working papers
- PDF pack + Excel workbook
Sevastack — CA Portal
Asha Foundation
FY 2025-26 · Accessed by your firm
Income & Expenditure · FY 2025-26
- Donations — 80G eligible
- ₹64,20,000
- Foreign contributions (FCRA)
- ₹7,25,000
- Grant income
- ₹18,60,000
- Programme expenditure
- ₹71,04,000
- Establishment & salaries
- ₹12,38,000
Illustrative figures. Every line traces back to a voucher the NGO's team entered.
Fifteen tabs of working papers
Your client's team does the data entry through the year. You open a link and find the books already in the shape an NGO audit needs — fund-wise, voucher-backed, and tied to the financial year under review.
Statutory statements
Built from the NGO's live vouchers for the financial year you're given access to — nothing assembled by hand.
Assets & depreciation
The fixed asset register and the depreciation schedule for the same year, agreeing with the balance sheet.
Registers you can drill into
The donation register searches and filters — by fund, by 80G eligibility, or foreign contributions only.
Reconciliation & filing status
Bank reconciliation, what has already been pushed to Tally, and which statutory filings are done, due, or overdue with their acknowledgement numbers.
Tabs only show what the client's plan includes — TDS and bank reconciliation stay empty unless they are on a plan with those features. See plans
Leave review notes where the number is
Access is read-only with one exception: you can attach a note to any section. Your query lands in the NGO's dashboard tagged with the statement it concerns and the financial year it belongs to — so the observation stays next to the books instead of in an email chain and a spreadsheet of open points.
How you get access
Your client issues the link — there is no signup, licence or configuration on your side.
Your client signs up
The NGO creates a Sevastack account, enters their PAN, 80G URN, 12A and FCRA details, and uploads registration documents.
They grant you access
From Settings → Accountant access the NGO enters your firm name, your email and the financial year. You get a secure link by email — no account to create, no password to manage.
You review and export
Open the link and work through the statements, registers and filings. Download the PDF pack for signature, the Excel workbook to tie out figures, or the CSVs you need for ITR-7 and Form 10BD.
No setup fee and nothing for your firm to buy — your client's plan covers the portal.
What you can take away
Everything downloads from inside the portal — no request to the client, no reformatting in Word or Excel before it goes out for signature.
Form 10BE donor certificates and the FCRA FC-4 return are prepared on the NGO's own dashboard — ask your client to generate those.
CA portal — FAQs
Do I need a Sevastack account to review a client's books?
No. Your client generates a secure link from their settings and it arrives by email. There is nothing to install, no password to manage, and no licence for your firm to buy.
Is the access per client or one dashboard for all my clients?
Access is per client and per financial year — each NGO issues you its own link for the year under audit. There is no combined cross-client dashboard today; you hold one link per client per year.
Can I change anything in my client's books?
No. Access is strictly read-only. The one thing you can write is a note: leave a review note against a section and it appears for the NGO's team under Settings, Accountant access, alongside the link they issued you.
How long does the link stay valid?
The NGO sets an expiry when they create it, up to 180 days, and can revoke it at any time. The expiry date is shown in the portal header so you always know how long you have.
What can I export for ITR-7 and Form 10BD filing?
A full financial statements pack as a sign-ready PDF, the same pack as an Excel workbook, the Form 10BD statement as a CSV in the IT Department's format, and CSV exports of the donation, expense, TDS and journal registers.
Does the portal handle FCRA?
Partly. FCRA bank accounts are flagged as such, the FCRA registration number is shown in the header, and the donation register filters to foreign contributions only. The FC-4 annual return itself is prepared on the NGO's own dashboard, not in the CA portal.
Which plan does my client need?
The portal itself needs no plan on your side — it comes with your client's subscription. A few tabs, TDS and bank reconciliation among them, depend on which features their plan includes, so those can appear empty. The pricing page lists what each plan covers.
Can I get access to an earlier financial year?
Yes — the NGO picks the financial year when generating the link, and every figure in the portal is scoped to that year. For a multi-year review ask your client to issue one link per year.
Recommend Sevastack to your NGO clients
NGOs that use Sevastack come to audit with clean ledgers, validated PAN data, and Form 10BD ready to file. Less prep time means lower audit cost for your clients.
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