Sound familiar?
These are the problems we hear from ca firm automation businesses every week.
Chasing clients for documents on WhatsApp is eating 2–3 hours per day
Staff productivity lost. Filings delayed because one client's documents are missing.
→ Automated document request: send a form link to the client on WhatsApp. They upload documents. The system notifies your team when complete. No follow-up calls needed.
Deadline tracking is a spreadsheet that nobody fully trusts
One missed ITR or GST return means a penalty — and a client complaint.
→ Centralised deadline calendar per client with automated reminders sent to your team 15 days, 7 days, and 3 days before each deadline.
Invoicing is manual and billing for every service is easy to forget
Revenue leakage. Clients who pay late because they never got an invoice.
→ Auto-generate GST invoices when a service is marked complete. Send via WhatsApp or email. Track payment status and send automated reminders for outstanding bills.
What we build for you
Client Database with Service Register
Every client, all their services, all their deadlines — in one searchable record.
Deadline Tracker with Automated Alerts
ITR, GST, MCA, TDS — all compliance deadlines tracked and alerted to your team automatically.
Document Collection via WhatsApp Link
Send a smart link. Client uploads documents from their phone. No email attachments, no WhatsApp clutter.
Task Assignment to Staff
Assign each client's filing work to a staff member. Track completion status without daily stand-ups.
GST Invoice Generation
One-click invoice with your firm's GST details. WhatsApp delivery to the client. Outstanding payment tracker included.
Tally Integration
Sync billing data to Tally so your own accounts are always updated. No double entry.
Pricing
We show pricing ranges before you book — no surprise quotes.
CA firm software setup
₹1.5L – ₹3.5L
Scoped in a free discovery call.
Frequently Asked Questions
Can it handle both GST and income tax deadlines together?
Yes. The deadline calendar is fully configurable. GST (GSTR-1, GSTR-3B, annual return), ITR types, TDS, MCA compliance, and any custom deadlines you add.
How do clients submit documents?
We send them a WhatsApp message with a secure link. They click it, upload files from their phone camera or gallery, and the files appear in your dashboard tagged to their record. No app download required for the client.
Can junior staff use it without training?
Yes. The staff interface is simple: here are your tasks, here are the deadlines, here is the document checklist. No complex menus. Training time is typically under 2 hours.
Ready to get audit-ready?
Whether it's HPD violations, HIPAA operations, or any compliance workflow that's outgrown your current tooling — let's map it out.