Automate Client Document Deliveries on WhatsApp 24/7.
Stop manually searching for PAN cards, ITR acknowledgments, and Audit Reports. CAtrack connects your WhatsApp Business number directly to your firm's Google Drive to serve verified clients 24/7 with 100% data privacy.
Dashboard Overview
Real-time taxpayer metrics, total document storage volume, and quick action shortcuts.
Everything Your CA Firm Needs to Automate
Eliminate repetitive manual document searches. Deliver instant responses, manage client conversations, and collect files effortlessly.
Keyword Auto-Reply Rules Bot
When a client messages 'PAN', 'ITR', or 'GST' on WhatsApp, the bot automatically searches your firm's Google Drive and dispatches the exact PDF instantly.
Multi-Staff Live CRM Inbox
Your entire staff team can chat with clients from a single WhatsApp Business number, view contextual document history, and dispatch direct PDF attachments.
Document History & Request Log
Maintain a complete register and audit trail of when clients requested or received PAN, ITR, GST, and Audit reports with exact timestamps.
Task Board & Live Staff Time Tracker
Manage tasks with Kanban views (Pending, In Progress, Under Review, Completed). Track staff billable hours with live start/stop timers and priority tags.
Automated Reminder Timing
Configure custom base dates, reminder times, and automated WhatsApp follow-ups for GST Return, TDS, and Tax Filing compliance deadlines.
Support Desk & Ticket Directory
Submit platform support tickets directly to the Superadmin team for real-time resolution and status tracking.
With CAtrack vs. Without CAtrack
See how CAtrack transforms every operational aspect of your practice compared to traditional manual processes.
Security & Privacy Guarantee
Your firm's confidential client documents, tax filings, and WhatsApp communications are protected by Meta's official encryption protocols and direct Google Drive storage.
Enterprise Privacy Standard
Zero third-party data tracking or selling.
Meta WABA Compliance
100% Official APIOperates strictly on official Meta WhatsApp Cloud API infrastructure. Eliminates any risk of phone number bans, unofficial script suspensions, or policy violations.
End-to-End Encryption
AES-256 Bit ProtocolBank-grade encryption at rest and TLS 1.3 in transit. Confidential client financial reports and tax acknowledgements are restricted to authorized client numbers only.
Personal Google Drive Storage
DIRECT GOOGLE DRIVEAll client documents and requested compliance files are stored directly in your personal Google Drive. Your practice maintains 100% control, privacy, and full data ownership at all times.
Driven by Innovation, Defined by Trust
We empower Chartered Accountant practices to automate routine operations, eliminate manual follow-ups, and deliver seamless client experiences.
Our Mission
To revolutionize the way Chartered Accountant firms operate by automating repetitive client communication, document requests, and compliance filing reminders using 100% official Meta WhatsApp API integration.
- Eliminate 15+ hours weekly spent on manual client follow-ups
- 100% Secure document storage directly inside Google Drive
- Provide 24/7 instant AI/Bot assistance for client inquiries
Our Vision
To be the leading digital infrastructure for tax and accounting practices in India and beyond—transforming traditional practices into modern, tech-enabled, highly scalable firms with zero vendor lock-in.
- Standardize modern digital practices for Chartered Accountants
- Empower firms to scale their client base 5x without extra staff overhead
- Maintain zero-vendor-lock-in with absolute data ownership
Bank-Grade Privacy
Official Meta Cloud API and AES-256 encrypted Google Drive storage.
Instant Client Delight
24/7 automated document retrieval directly on WhatsApp in seconds.
Scalable Practice Growth
Handle 1,000+ clients with effortless team inbox and automated tracking.
Set Up Once.
Automate Forever.
Setting up CAtrack requires zero complex coding. Connect your Meta WABA tokens and launch your automated assistant today.
Connect Meta WABA
Link your WhatsApp Business API credentials securely in under 2 minutes.
Sync Google Drive Vault
Connect your firm's Google Drive folders where client PAN, ITR, and GST files are stored.
Configure Triggers
Define keyword rules (e.g., 'PAN', 'ITR 2024') matching your Google Drive document names.
Automate 24/7
Clients text your number and receive instant, encrypted document dispatches directly from Google Drive.
Connect Meta WABA
Link your WhatsApp Business API credentials securely in under 2 minutes.
Frequently Asked Questions
Here are answers to the most common questions Chartered Accountants ask before getting started.
Transparency • Accuracy • Trust
Here is what Chartered Accountants and clients say about partnering with our firm.
I availed the company formation service from this CA firm and had an excellent experience. They guided me through the entire process, explaining everything in detail and providing the right support based on my specific needs. I truly appreciate all their help. Thanks a lot!
”Deepa Brahmakshatriya
Schedule a Live Demo With Administrator
Want to see how CAtrack works live with your firm's workflows? Fill out the form and our technical team will demonstrate WABA onboarding and auto-replies for your firm.
Expert Firm Onboarding
Step-by-step guidance for Meta Business verification & WABA configuration.
Google Drive Security
All client files stay safely inside your own firm's Google Drive — zero vendor lock-in.