AI client assistant for CA firms & tax consultants

Why teams use this

Same team — fewer hours lost to repetition

3×

More routine queries deflected (typical goal)

One busy stretch ends and another begins: ITR deadlines, quarterly GST, notices, and "what document do you need?" still eat associate time unless something answers first.

You stay in control of professional risk

The assistant only answers from material you provide — your engagement letter language, checklist PDFs, and fee tables. It does not improvise tax positions you have not documented. Logistics and education, not opaque "advice".

How it works

Ready before the next deadline wave

Upload your playbooks

ITR document lists, advance tax reminders, 80C proof FAQs, GST due dates — the same assets you email today, in PDF or text.

10 minutes

Configure tone & escalation

Decide when the bot should say "your CA will confirm" and route nuanced questions for human review.

A few minutes

Meet clients on WhatsApp

Drop the assistant link in broadcast messages, status, or signature — clients at 11pm get clarity instead of moving firms.

Same day

Get started

Deadlines without drama

Instant answers to "when is advance tax due?" or "what proofs for 80C?" from your own calendar language.

Fees & scope clarity

Share your rate card and engagement scope on demand — fewer scope arguments later.

Structured intake

Collect PAN, return type, and service need before the associate opens the file.

Bilingual professionalism

Serve Hindi-preference proprietors and English-only subsidiaries consistently.

No mystery training data

Unlike generic chatbots, this one is grounded in your uploads — refresh when rules change.

CS & allied firms

Same workflow for company secretaries juggling annual compliance FAQ spikes.

The next inbox spike is never far away.

Clients cluster around filing windows, but GST and compliance questions run all year. Loading your checklists into an assistant early beats trying to calm the queue when everyone pings at once.

Social proof

Firms piloting the assistant

“Associates were copy-pasting the same ITR checklist fifty times a day. Now WhatsApp pings are shorter and warmer.”

Partner

Three-person CA firm (pilot)

“Clients stopped ghosting us at night because basic deadline answers arrive immediately — we pick up judgement calls in the morning.”

Solo practitioner

Metro + tier-2 clients (pilot)

“We treat it like published guidance: only PDFs we'd sign off on go into the corpus. That made our risk committee comfortable.”

Tax team lead

Small corporate practice (pilot)

Professional concerns, addressed

Agreed. The bot handles logistics — documents, fees, timelines, intake. Interpretation stays with you.

They still call. But the cohort that WhatsApps at 11pm now gets clarity instead of drifting to another CA.

Position this as client communication, not promotional puffery — you are operationalizing answers, not making unsubstantiated claims.

Smaller than one associate day-rate

Starter plans from ₹499/month. Many firms step up to Growth (₹1,999/month) during ITR or GST-heavy stretches — view details on the home page.

Refer peers: we can structure a referral credit once your network adopts (ask sales).

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