Stop chasing clients for documents and payments.
Automation flows for CA firms that collect documents, send due-date reminders, onboard new clients and follow up on fees, so your team spends its time on review and advisory work.
What CA Firm Automation covers
Document collection
Clients get a checklist on WhatsApp and upload purchase, sales and bank files. Pending items are chased automatically.
GST and ITR reminders
Due-date reminders for each client, with the exact documents still pending.
Client onboarding
Collect KYC, PAN, GSTIN and engagement details in one guided chat instead of many emails.
Invoice matching support
Compare purchase records with GST data and flag mismatches for your team to review.
Fee and payment follow-ups
Send invoices and payment links, and follow up politely until the fee is received.
Owner reports
A daily or weekly summary of pending documents, upcoming deadlines and fees outstanding.
From first call to live in four steps
List your recurring work
We note the filings, reminders and document requests your team repeats every month.
Build the flows
We set up checklists, reminders and upload links for each client type.
Pilot with a few clients
We run it with a small group first and fix the rough edges.
Roll out to all clients
We extend the flows across your client base and track what is still pending.
Automation prepares, collects and reminds. Final filing and compliance decisions always stay with your CA team.
Common questions
Does the automation file returns on its own?
No. It collects documents, reminds clients and highlights mismatches. Filing decisions and submissions stay with your team.
How do clients send documents?
Through WhatsApp or a secure upload link. You choose the format, and the files are named and sorted against the client and period.
Can it work with Tally or other accounting software?
Where your software offers an export or an API, we can connect it. We confirm what is possible during the free audit.
How long does setup take?
A single reminder or document-collection flow is usually live in one to two weeks. A wider setup across all client types takes longer, depending on scope.
You may also need
Tell us where the time goes. We will show you what can be automated.
Share your current process in a free 30-minute audit and get a clear plan, scope and quote.