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Security & data

Using the credential vault

Client portal logins out of unprotected Excel.

The vault stores each client’s statutory portal credentials — GST, income-tax, MCA, TRACES — with the portal name, user ID, password and the mobile/email used for OTP.

How it stays safe

  • Values are masked by default and revealed only on demand.
  • Access is role-restricted to people who work on that client.
  • Every reveal is written to the audit log — you can always see who viewed what, and when.
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