AI Agents for CA Firms
and Tax Practices
Deadline-season chaos tamed: client documents chased automatically, GST and ITR queries answered instantly, filing status updates sent without a single phone call.
Where CA Firms Burn Hours
Deadline season meltdown
March and July bury your team in the same questions while actual filing work piles up.
Document chasing
Half of filing delays are clients not sending documents. Your articles spend days on reminder calls.
Fee follow-up discomfort
Chasing professional fees from long-standing clients is awkward - so it happens late or never.
What the AI Agents Do
Compliance reminders
GST, TDS, ITR, ROC deadlines - clients reminded automatically with exactly what is needed.
Document collection
Checklists sent, uploads accepted on WhatsApp, polite escalating reminders until complete.
Instant query handling
Due dates, applicability, document requirements - answered 24×7 in Hindi or English.
Filing status updates
"ITR file ho gaya?" answered automatically with live status per client.
Fee reminders
Professional invoice follow-ups with payment links - consistent and friction-free.
New client intake
Service enquiries qualified and booked with the right partner - even during tax season.
From First Call to Live in Weeks
Free practice audit
We map your busiest workflows and find the repetitive load.
Pilot: reminders + documents
Compliance calendar and collection flows live in 2 weeks.
Add queries + status
Client Q-and-A and filing status automation.
Scale across the practice
Per-partner dashboards, fee follow-up, monthly reports.
Frequently Asked Questions
Is client financial data secure?
Yes - encrypted, access-controlled, and confined to your firm. We sign NDAs and DPAs as needed.
Does the AI give tax advice?
No - it handles logistics and standard information. Professional judgement stays with your CAs.
Integration with Tally or our practice software?
Yes - Tally, Zoho Books, and common practice management tools.
What does it cost?
Small firms start around Rs 8,000-18,000/month - typically less than one article clerk doing reminder calls. See the cost guide.
This March, Let the AI Chase the Documents
Free 30-minute audit: we will show you how many hours your firm loses to follow-ups and what automating them frees up.
Book Free Strategy CallRelated: CA firms · Legal · Financial advisors · Fintech