AI Automation for CA and Accounting Firms in India

Every CA firm in India faces the same problem at tax season: the phone does not stop ringing, clients ask the same questions repeatedly, and your team spends hours on calls that could have been handled automatically.

AI automation for accounting firms handles the routine so your team can focus on the work that actually needs expertise.

What Can AI Automate for a CA Firm?

• Answer client queries about ITR filing deadlines, GST due dates, TDS rates
• Collect documents from clients — send reminders and confirm receipt
• Capture new enquiries — service required, turnover, entity type
• Send automated deadline reminders to all clients
• Handle appointment scheduling for client consultations
• Answer pricing queries for standard services

Is Client Data Safe?

Yes. The AI does not store or process actual financial data. It handles communication and scheduling only. All data practices follow India's DPDPA 2023 guidelines.

How Much Time Does It Save?

Most CA firms save 2 to 4 hours per day during peak tax season — time their staff can use for actual filings rather than answering the same deadline questions on WhatsApp.

Plans start at Rs.9,999 per month. Request a free demo.