What a CA profile is

A CA profile is the identity OptiVida stamps on what you issue. It is the difference between a draft and a document somebody can rely on.

What it holds

CA namerequired

The name that signs. For example, CA Amit Patel.

Firm namerequired

The firm the certificate is issued under.

FRNrequired

The firm registration number allotted by the ICAI.

Designationrequired

Your capacity in the firm — Partner, Proprietor, and so on.

Membership no.required

Your ICAI membership number.

Placerequired

The place of signing, which prints alongside the date.

Why it is required before anything else

OptiVida asks for a profile the first time you sign in, before showing you the dashboard. A document with no signatory is not a document, and discovering that at the point of issue — with the figures already entered — would be a poor moment to find out.

Why you might want more than one

Keep a profile per identity you sign under — a second firm, a different designation, a partner who signs a particular class of work. You pick which profile to use at the moment of issue, so one account can serve a practice with several signing identities.

One profile is marked the default, and is pre-selected for you.

Where it appears

CertificatesReview & Issue

You choose the issuing firm on the last step, alongside the UDIN.

Financial statementsBasic Info

The signatory block takes the audit firm, FRN, membership number and the signing date.

Tax audit reportsPart A

Carried into the Form 3CB particulars.

The UDIN is not part of the profile

A UDIN is generated per document on the ICAI portal, so it is entered at the point of issue rather than stored against your profile. OptiVida does not generate it and cannot validate it — it prints what you give it.