Get through filing season without partners triaging WhatsApp

How we work with a CA practice

1. 01

   Consultation: your year, month by month

   A CA firm's workload is seasonal: ITR, advance tax, GST returns, audits and ROC filings each bring their own rush. We look at which services earn the most, where enquiries come from, how documents reach the firm and which weeks the partners lose to admin. You get a plan: what to build, what to skip, the build cost and the timeline.

2. 02

   Build: intake, documents and reminders

   Depending on the plan, we build an intake that asks for entity type, turnover band, state and service before a partner is involved, document checklists per engagement that follow up on their own, per-client due-date reminders, and connections to Tally, Zoho Books or the practice software you already run, where those tools allow it.

3. 03

   Grow: the clients you want more of

   When the office runs smoothly, we help bring in the work you want: a website that explains your services plainly, pages for advisory and audit work rather than only returns, and getting found on Google and AI search. Wording follows ICAI guidance on advertising, and a partner approves it before anything goes live.

• Sorting enquiries by service and urgency

  A return due this week, a GST registration and an advisory question should not wait in the same queue. Intake sorts them and books partner time only for work that needs a partner.

  How AI lead qualification works on WhatsApp
• Document collection against a checklist

  Form 16, bank statements, invoices and KYC papers are requested per engagement, filed by type and followed up until the checklist is complete, so partners stop chasing PDFs before a deadline.

  Automations and AI for repetitive office work
• Due-date reminders for every client

  GST, TDS, advance tax, ROC and ITR dates are tracked per client, and reminders go out as plain service messages, with the documents still missing listed in the same note.

  How n8n workflows connect your existing tools
• Engagement letters and invoices without retyping

  Client details captured at intake flow into the engagement letter and the invoice in Tally or Zoho Books, instead of being typed again by someone in the office.

  Automation for service businesses, enquiry to invoice
• Referrals from existing clients

  When a client refers someone, the new enquiry comes in through the same intake, reaches the same partner, and the referral is recorded so you can thank the right person.

  Lead generation and follow-up for practices
• Partner workload at a glance

  Who is answering fastest, which service line converts best and which partner is overloaded. The numbers that help decide whether the next hire is an associate or an article assistant.

  Dashboards and internal tools for your team

Frequently asked questions

• Can a CA firm use WhatsApp and a website to reply to enquiries?

  ICAI guidance restricts advertising and solicitation by members, so the work has to stay factual. We keep it to answering people who contacted you first and to service messages for existing clients, with no fees quoted and no comparisons. We are not your advisers on this: a partner reviews and approves every page and message before it goes live.
• Does it connect to Tally, Zoho Books or our practice software?

  Often, yes. Zoho Books has a public API, Tally can exchange data in several ways, and practice software varies. We check exactly what your tools allow during the Consultation and design around it. If a direct connection is not worth the cost, the plan says so and suggests something simpler.
• How does the intake decide which partner gets an enquiry?

  Each partner has the services they own, the languages they work in and their current load. The intake asks the questions that decide the service and urgency, then routes the enquiry to the partner who fits. Partners can reassign anything, and the rules are easy to change when the team changes.
• What happens to enquiries for services we do not offer?

  They get a polite reply and, if you want, a referral to a firm you trust. They do not take partner time. You decide the wording and the list of services that should be declined.
• What happens in the Consultation?

  We go through your services, your busiest months, how enquiries and documents reach the firm, and where partner time goes. You get a written plan: what to build, what to skip, the build cost and the timeline. If an existing tool already covers the need, the plan says so.