The document vault

The document vault at /profile/vault is your permanent document store on BenefitStack. Upload a document once and it is available across all scheme applications — you never need to re-upload the same certificate for different programmes.

What to upload

The vault accepts any document relevant to government scheme applications. The most impactful documents to upload first are:

• PAN card — your company's business PAN (not a personal PAN)
• Aadhaar card — of the primary founder or authorised signatory
• Certificate of Incorporation — issued by MCA / Registrar of Companies

These three documents contribute directly to your profile score. Additional documents — GST certificate, Udyam certificate, bank statements, audited financials — improve your readiness for specific schemes but are not required to get started.

How documents flow into applications

When you open a self-apply guide or a CA-assisted case for any scheme, BenefitStack checks your vault for the documents that scheme requires. Documents already uploaded show as Uploaded ✓ on the document checklist; missing documents are flagged so you know exactly what to gather.

This matching works by document type (PAN card, incorporation certificate, etc.) rather than by file name — so a file called mca-cert-2024.pdf correctly registers as your incorporation certificate.

Uploading a document

1. Go to Profile → Document vault or click /profile/vault.
2. Click the upload area for the document type you want to add.
3. Select a PDF, JPG, or PNG file from your device. Files up to 10 MB are accepted.
4. The document is saved immediately. A verification check runs in the background — verified documents show a green tick.

You can replace a document at any time by uploading a new version. The old version is retained for audit purposes but the new one is used for all future applications.

Document verification

BenefitStack automatically checks uploaded documents for readability, expiry (where applicable), and consistency with your profile data. A verified document gives CAs and scheme portals higher confidence in your application. Unverified documents are still usable — verification is a trust signal, not a gate.

Business description

At the top of the vault page is a Company narrative field. This is a free-text description of what your company does — your product, market, and business model in plain language.

The description is used in two places:

• CA brief — shared with your CA before they take on a case, so they understand your business before reviewing your documents
• AI draft write-ups — some scheme application forms require a short innovation narrative or business description. BenefitStack can generate a draft from your company narrative, which you can personalise before pasting into the portal.

A two or three sentence description is enough to get started. You can update it at any time.

Privacy

Documents in your vault are stored securely and are only accessible to you, and to any CA assigned to your cases. Partners can see your assessment results and scheme matches but cannot access your vault documents directly.