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.