WHO WE BUILD FOR / ACCOUNTING & CA FIRMS
Websites and automation for accounting firms
Every filing season, your team becomes a call centre chasing the same documents from the same clients. We build the firm site that earns trust — and the workflows that do the chasing, tracking, and reminding.
WEBSITE ONLY · AUTOMATION ONLY · OR JOINED — EVERY SPEC SOLD SEPARATELY
Sound familiar?
What's still done by hand
Every one of these is a workflow waiting to exist. None of them needs new software your team has to learn.
THE REAL COST
Every filing season, qualified accountants spend their sharpest weeks doing collection calls. The work that justifies your fees — the judgment, the planning, the catch — gets squeezed by the chase for the same twelve PDFs from the same twelve clients.
- Client documents are chased over calls and WhatsApp, one client at a time
- Compliance deadlines live in one partner's head and a wall calendar
- The same GST and filing questions are answered forty times a season
- Fee reminders go out late and half-hearted, so collections drag
What we'd build
Two pieces — take one, or join them
Each side is a separate engagement with its own scope and price. Plenty of clients start with one and add the other only when it earns its place.
PIECE A — THE WEBSITE
- A firm site that signals competence — services, team, and approach in plain language
- Service pages that answer the questions businesses search with
- A client enquiry form that captures entity type and needs up front
- Articles and updates your team publishes without a developer
PIECE B — THE OPERATIONS
- Document collection with checklists and automatic reminders until complete
- Deadline workflows — client and partner both alerted as dates approach
- Fee reminders on a schedule, polite and persistent, with receipts on payment
- A chatbot answering process and document questions from your own guides
Example workflows
Three we'd start with
Written the way we'd actually spec them — trigger, steps, outcome. Yours would be drafted from your operation, on the call.
WORKFLOW 01
The season chaser
TRIGGER: FILING DEADLINE 15 DAYS OUT, DOCUMENTS PENDING
- 01Each client gets a checklist of exactly what's missing
- 02Uploads land in the client's folder, named and dated
- 03Three days out, pending clients escalate to a partner call list
The team files returns instead of making collection calls.
WORKFLOW 02
The deadline calendar
TRIGGER: ANY COMPLIANCE DATE APPROACHING
- 01Clients affected by the date are identified from your list
- 02Each gets a reminder with what's due and what you need
- 03The partner sees one dashboard of who's ready and who isn't
No deadline depends on anyone's memory.
WORKFLOW 03
The fee cycle
TRIGGER: INVOICE RAISED
- 01Client gets the invoice with a due date
- 02Reminders at due-minus-3 and due-plus-3, firm and even-toned
- 03Payment received → receipt sent, ledger updated, chasing stops
Collections happen on schedule, without the discomfort.
Heard all day
The questions your customers repeat
A chatbot grounded in your own pages answers these in seconds, cites the source, and hands anything unusual to your team.
- “What documents do you need from me this year?”
- “When is my GST / ITR / ROC deadline?”
- “What are your fees for a private limited company?”
- “Did you receive what I sent? Is my filing done?”
- “Can you handle my notice / refund / registration?”
Drawn in ink
What stays human
Automation earns its keep on the repetitive work. These lines don't move — they're where your judgment and your relationships live.
01
The accounting — judgment, treatment, and advice never leave your desk
02
Client escalations — a worried client gets a partner's call
03
Anything signed — filings and certificates carry a human's review, always
Fair questions
Asked by accounting & ca firms
Client financials are sensitive. Where does the data live?
In your accounts, not ours. Workflows move documents into your own storage and only carry the fields a step needs. Every flow is documented so you can audit what touches what.
We already use accounting software. Does this replace it?
No — it wraps around it. The chasing, reminding, and client communication happen in workflows; your accounting tools stay the system of record.
Our clients range from tech startups to kirana shops. Will they cope?
The client side is a WhatsApp message and a link — no logins, no apps. If they can receive a message, they can use it.
Different clients have wildly different checklists. Supported?
Checklists are per entity type and service — a company's list differs from a proprietor's automatically.
Can this run our internal deadlines too, not just client ones?
Yes — the same calendar drives internal work queues, so the team sees what's due before clients need to ask.
Do we have to take both the website and the automation?
No. Every service is scoped and sold separately — website only, automation only, or a single workflow to start. The two compound when joined, which is why the page shows both, but nothing requires buying both.
Tell us what your team still does by hand.
Thirty minutes. You'll leave knowing what we'd build, what it would cost, and whether it's worth doing at all.
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