Agentic AI for CA Firms
& Tax Practitioners
Converiqo digitizes enquiries, document intake, compliance calendars, audits, and billing so CA firms deliver faster results with fewer follow ups.
42%
faster document collection cycles
37%
lift in proactive compliance reminders
2.1x
more client ready files each quarter
What is AI automation for chartered accountants?
Agentic AI workflows for CA firms covering client onboarding, tax filing automation, financial reporting, compliance monitoring, and audit assistance.
How does Converiqo help chartered accountants?
Streamlines accounting practice with automated client management, tax computation, financial statement preparation, and regulatory compliance tools.
What are the benefits?
70% reduction in manual tasks, 85% faster tax filing, 95% accuracy in financial reporting, and 24/7 automated accounting practice support.
How Converiqo is Used in CA Firms
Discover how CA firms leverage Converiqo AI for efficient accounting practice management and client service excellence.
Client Onboarding & Management
Automated client registration, KYC compliance, service package selection, and comprehensive client profile management.
- Automated client onboarding and KYC
- Service package selection and pricing
- Client communication and engagement
Tax Filing & Compliance
AI-powered tax computation, automated filing processes, compliance monitoring, and regulatory deadline tracking.
- Automated tax computation and filing
- Compliance monitoring and alerts
- Regulatory deadline management
Financial Reporting & Audit
Intelligent financial statement preparation, automated audit workflows, ratio analysis, and comprehensive financial reporting.
- Automated financial statement generation
- Audit workflow automation
- Financial ratio analysis and insights
Practice Management & Scheduling
Comprehensive practice management with automated appointment scheduling, client meetings, and workload optimization.
- Automated client appointment scheduling
- Meeting coordination and reminders
- Workload balancing and optimization
Why CA Firms Choose a Unified BOT Platform
Leading CA firms select Converiqo for comprehensive automation that enhances accounting practice efficiency and client service quality.
Integrated Accounting Practice Management
One comprehensive platform connects client management, tax services, financial reporting, and compliance across the entire CA practice ecosystem.
Tax & Compliance Efficiency
Accelerated tax filing and compliance processes with automated calculations, regulatory updates, and deadline management.
Regulatory Compliance & Risk Management
Built-in compliance monitoring, regulatory deadline tracking, audit trail management, and risk assessment tools for ICAI compliance.
Financial Analytics & Business Intelligence
Advanced practice analytics with client profitability tracking, service performance metrics, and business intelligence for CA firm growth.
Client Satisfaction & Retention
Enhanced client experience through transparent communication, proactive updates, and personalized service delivery for improved client retention.
Future-Ready Accounting Technology
Scalable accounting technology platform with AI-powered financial analysis, predictive insights, and automated workflows.
Key Challenges for CA Firms
Automation keeps intake, compliance, and clients aligned.
Scattered Tax Queries
Clients ask about GST, TDS, and notices on WhatsApp, email, and calls so teams lose context.
Document Chase Overload
Source documents, proofs, and statements take weeks to collect which delays filings.
Compliance Calendar Risk
Partners lack one view of due dates, assigned owners, and status across GST, income tax, and payroll.
Audit Team Coordination
Planning notes, sampling results, and review comments sit in siloed sheets that slow report issuance.
Fee and Billing Visibility
Retainer usage, WIP, and pending invoices are buried in spreadsheets so partner follow up happens too late.
Knowledge Locked in Inbox
Guidance on new regulations lives in email chains which means junior teams cannot self serve.
How Converiqo Saves You Time & Money
Powerful automation hooks to transform your accounting operations.
Automate Routine Compliance
Handle GST and TDS reminders, data collection, and basic filing steps automatically.
Speed Up Audits
Faster sampling, automated confirmations, and document linking reduce audit cycle times.
Improve Realization
Better WIP tracking and automated billing ensure you get paid for out-of-scope work.
CA Practice Automation Modules
End-to-end workflows for the modern accounting firm.
Client Onboarding & KYC
Capture leads from website, referrals, and partners into a central pipeline.
Automate engagement letter generation and PAN/Tan verification.
Configurable checklists for collecting previous year ITRs and financials.
Assign client service teams based on industry and service type automatically.
Trigger welcome packs with portal access credentials instantly.
Integrate with government portals to fetch initial compliance status.
Tax & Statutory Compliance
Automated tracking of due dates for GST, TDS, Advance Tax, and ROC.
Smart alerts sent to clients via WhatsApp/Email based on filing status.
Dashboard view of filing status across all clients (Filed/Pending/Not Started).
Exceptions handling for noticed non-compliance or penalty risks.
Digital repository for filed challans and acknowledgments.
Auto-reconciliation of GSTR-2A/2B with books of accounts.
Tax Research & Advisory Engine
Instant search across Case Laws, IT Act citations, and various Tribunals.
Summarize complex notifications and circulars for client distribution.
Draft appeal grounds and legal opinions using firm's past successful templates.
Context-aware answers to junior staff queries on specific tax treatments.
Identify relevant precedents for ongoing scrutiny cases.
Generate client-specific impact analysis reports for new budget updates.
Billing & Cost Recovery
Automated timesheet tracking linked to specific client matters.
Generate GST-compliant invoices with out-of-pocket expense reimbursement.
Retainer management with auto-renewal and escalation for non-payment.
WIP aging analysis to identify unbilled work and potential leakage.
Seamless integration with accounting software for receipts.
Automated follow-up sequences for outstanding invoice collections.
Client Service Portal
Secure vault for clients to access ITRs, Audit Reports, and computations 24/7.
Real-time status tracking of refunds, rectifications, and scrutiny proceedings.
Encrypted channel for sharing bank statements and sensitive data.
Automated feedback collection after major filing deadlines.
Self-service appointment booking for tax planning sessions.
Broadcasting of important statutory updates to relevant client segments.
Practice Management (QPMP)
Allocate audits and return filings to articles based on availability.
Track DSC expiry and physical file movements within the office.
Standardized checklists for Statutory, Tax, and Internal Audits.
Performance tracking of team members on turnaround time and accuracy.
Leave and attendance management integrated with project timelines.
Resource capacity forecasting for upcoming busy seasons.
Everyone Wins with Converiqo
See how our AI bot makes life easier for partners, staff, and clients.
Managing Partners
- View intake, compliance, WIP, and collections in one command center.
- Forecast revenue with accurate pipeline and billing signals.
- Free partner time from chasing updates so they focus on advisory.
Tax and Compliance Leads
- Track every GST, TDS, ROC, and payroll task with clear ownership.
- Automated reminders and escalations cut penalty risk.
- RAG copilots surface regulation changes and template responses fast.
Audit and Assurance Managers
- Plan, execute, and review audits with live sampling and issue logs.
- Document trails stay linked to working papers and reports.
- Client updates, findings, and certifications move faster with AI summaries.
Customer Relationship Teams
- Single view of tickets, meetings, proposals, and satisfaction scores.
- Community and portal insights guide upsell or advisory moments.
- Automated CSAT loops keep service quality measurable.
Clients and CFOs
- Self serve access to calendars, documents, and billing keeps them informed.
- Proactive reminders prevent missed filings or payments.
- Secure chat shortens turnaround for approvals and clarifications.
Operations and IT Teams
- API ready platform connects with practice management, accounting, and DMS stacks.
- Role based access, encryption, and audit logs satisfy peer review checks.
- Automation reduces manual ticketing and spreadsheet maintenance.
Capabilities for every CA firm
Scale your practice with tailored automation.
Solo and Boutique CA Firms
Deliver big firm grade intake, compliance, and billing automation without heavy IT.
Regional and Multi City Firms
Standardize processes across branches while respecting local engagement nuances.
Audit and Assurance Specialists
Coordinate planning, fieldwork, and reporting with live trails and approvals.
Outsourced Finance Desks
Run bookkeeping, payroll, and MIS production for multiple clients from one fabric.
Large Advisory Groups
Align tax, risk, and transaction teams with shared knowledge and client context.
Corporate Shared Services
Give internal finance and compliance teams a single source of truth for requests and SLAs.
Leaders on measurable change
42%
Faster document collection
48%
Pending request reduction
2.4x
Faster audit closure
22%
Retainer realization lift
“Intake, compliance calendars, and billing now live on one canvas. Partners get realtime visibility and clients stay informed.”
Sonal Deshmukh
Partner, LedgerBridge Advisors
Frequently Asked Questions
Answers for leaders and ops heads.
Agentic AI automates repetitive accounting tasks, streamlines client intake, and accelerates document handling so CA firms maintain consistency and handle more workloads without adding staff.
Automation removes communication delays, reduces manual follow-ups, and standardizes workflows across tax, audit, and compliance services, improving turnaround time and client confidence.
Yes. AI monitors deadlines, triggers reminders, automates data collection, and keeps every compliance requirement on track, reducing last-minute rushes across all client accounts.
Automation handles document requests, reminders, updates, and ticket management so accountants focus on advisory work while maintaining quality during tax or audit peaks.
KPIs such as task completion speed, response time, document turnaround, and query resolution highlight bottlenecks. Converiqo centralizes these metrics to improve consistency and visibility.
Lead Engine centralizes enquiries, scores potential clients, and routes them to the right teams so firms respond quicker and convert more tax, audit, and advisory opportunities.
CSSE portals let clients track progress, upload documents, check deadlines, and raise questions anytime, cutting repetitive back-and-forth and delivering transparent service.
Ticketing converts client requests into trackable tasks with clear ownership, preventing oversight and helping partners, managers, and audit teams collaborate effectively.
Centralized knowledge checklists, templates, compliance guides, SOPs ensures teams follow consistent processes and spend less time hunting for information.
Marketing automation sends reminders, compliance updates, and tailored content to nurture prospects and keep existing clients engaged, boosting conversions and timely submissions.
Ready to scale your accounting practice?
Join 500+ CA firms automating improved client service and compliance with Converiqo.AI.