AI Automation for CA Firms & Chartered Accountants
Manage 200+ client compliance calendars without a single missed deadline. MNB Research builds practice management automation that scales your CA firm without scaling your stress.
Book Free DemoCA Practice Pain Points We Solve
- Compliance deadline tracking across hundreds of clients
- Document collection chasing taking partner time
- Client billing and fee collection delays
- Staff work allocation and progress tracking
- Knowledge management when staff leave
CA Practice Automation That Grows Your Firm
Compliance Calendar
Every client's ITR, GST, ROC, TDS deadlines tracked automatically. Alerts at 30/15/7 days. Zero missed filings.
Document Collection Bot
Automated WhatsApp reminders to clients for pending documents. Status tracking without staff follow-up calls.
Work Allocation
Assign client work to staff based on capacity and expertise. Track progress, identify bottlenecks, ensure timely delivery.
Billing & Collection
Automated invoicing on task completion. Fee reminders via WhatsApp. Outstanding tracking with escalation.
Case Study: 5-Partner CA Firm Manages 800 Clients
A CA firm in Mumbai with 5 partners and 18 staff managing 800+ clients was missing 3–4 compliance deadlines per month due to tracking failures. MNB Research implemented practice management automation.
- Zero compliance deadlines missed in 18 months post-implementation
- Document collection time reduced by 65%
- Fee collection improved — outstanding receivables reduced 50%
- Client capacity grew from 800 to 1,200 without adding partners
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Compliance deadlines missed in 18 months after CA firm automation