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Strategic CFO support without a full-time hire — gather these 4 documents before you start the application. Print this page or share with your CA.
Existing books / Tally / Zoho
Bank statements
Cap table
Pitch deck (if fundraising)
Pro tip
Upload soft copies (PDF) to the FilingLab dashboard once you sign up. Originals are not required — we file with the e-stamped digital copies. Documents must be ≤ 1 year old (utility bills, bank statements).