Agentic AI for Tax, Audit, and Client Service Teams
Converiqo digitizes enquiries, document intake, compliance calendars, audits, and billing so CA firms deliver faster results with fewer follow ups.
Pressure points
Key Challenges for CA Firms
Automation keeps tax, audit, and advisory teams synchronized.
Scattered Tax Queries
Clients ask about GST, TDS, and notices on WhatsApp, email, and calls so teams lose context and miss commitments.
Document Chase Overload
Source documents, proofs, and statements take weeks to collect which delays filings and audit kickoffs.
Compliance Calendar Risk
Partners lack one view of due dates, assigned owners, and status across GST, income tax, ROC, and payroll tasks.
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 or certifications lives in email chains which means junior teams cannot self serve.
How Converiqo Orchestrates CA Operations
Automation and AI align intake, compliance, audits, advisory, and billing.
Lead and Intake Control Center
Capture enquiries, qualify prospects, and trigger onboarding journeys with zero manual spreadsheets.
Engagement and Compliance Desk
Agentic AI keeps GST, tax, payroll, and ROC calendars aligned with owners, status, and approvals.
Document and Knowledge Copilot
Clients, analysts, and partners pull data, drafts, and guidance from one trusted AI trained on firm playbooks.
Core module
Client Intake & Onboarding Automation
Automate enquiry capture, prospect qualification, KYC collection, and client onboarding with intelligent scoring and automated workflows.
Automation Flow
Lead Management and Intake Automation
Website, WhatsApp, referral, and event enquiries land in one routed pipeline with full context.
Qualify prospects based on service scope, entity type, industry, and urgency before partners review.
Auto assign enquiries to the right partner pod with SLA timers and nudges.
Trigger digital onboarding packs that capture KYC, PAN, GST, and banking data without email trails.
Surface deal value and forecasted revenue in dashboards grouped by practice, city, or partner.
Sync accepted engagements with appointment slots, document trackers, and billing profiles instantly.
Automation Flow
Appointment and Scheduling Manager
Share branded booking links for tax consults, audits, and board reviews tied to partner and team calendars.
Auto confirm or reschedule meetings with reminders over email, SMS, and WhatsApp.
Capture agenda, required documents, and attendee notes so sessions stay productive.
Route walk in or call center requests to the same scheduling queue for visibility.
Push calendar blocks to Teams, Google, or Outlook so no slots double book.
Send follow up summaries, payment links, and action items with zero manual effort.
Automation Flow
Document Intake and Workflow Automation
Clients upload proofs, statements, and ledgers through secure portals or chat with automatic tagging.
Checklist driven workflows track what is pending for GST, tax, audit, or ROC engagements.
Optical and AI validation checks flag missing signatures, wrong formats, or expired certificates.
Route documents to reviewers or engagement managers with approval tasks and comments.
Maintain a living data room per client with permissions for partners, analysts, and clients.
Connect finalized packs to filings, reports, and billing artifacts for compliance evidence.
Automation Flow
Agentic AI Recommendations with RAG
Clients ask for tax status, refund timelines, or notice clarifications and receive sourced answers instantly.
Associates request clause language or audit templates and the copilot cites firm manuals, SEBI, MCA, and CBDT circulars.
Automated next best actions remind teams about reconciliations, variance explanations, or pending approvals.
Matter timelines update automatically when filings or assessments complete so everyone stays aligned.
Alerts escalate if risk thresholds trigger, such as repeated delays or missing sign offs.
Insights identify clients at churn risk or ready for advisory upsell based on engagement signals.
Automation Flow
Client Support and Self Service Portal
Clients track engagement status, compliance calendars, and invoice history without emailing teams.
Ticket style requests for certificates, ledger clarifications, or notice drafts auto route to specialists.
Secure chat with audit trails keeps partners, CFOs, and founders aligned on sensitive conversations.
Knowledge snippets answer routine GST, TDS, payroll, or company law questions with zero wait time.
Broadcast alerts share new regulation updates or firm announcements filtered by client segment.
Satisfaction surveys capture feedback after major filings or audits to inform service improvements.
Automation Flow
Compliance and Reminder Engine
Central calendars cover GST, TDS, income tax, ROC, payroll, FEMA, and secretarial actions with ownership.
Reminder cadences adjust based on risk tiers, engagement type, and client responsiveness.
Auto generate draft emails, WhatsApp nudges, and portal notifications with personalized data.
Exception dashboards highlight overdue tasks, blocked workflows, and resourcing needs.
Escalations notify partners when SLAs slip or filings approach penalty windows.
Archive proof of communications for audit and peer review requirements.
Automation Flow
Community and Forum Module
Host CFO circles, founder clinics, and compliance bootcamps with moderation handled by automation.
Surface trending questions on GST, fund raises, or ESOP policies to guide new content.
Reward super engaged clients with badges, early access events, or referral incentives.
Sponsor channels for partners or solution alliances while keeping discussions compliant.
Escalate flagged posts or misinformation to risk teams with evidence logs.
Convert community insights into upsell or cross sell campaigns automatically.
Automation Flow
Knowledge Base Manager
Centralize SOPs, playbooks, calculators, and checklists by engagement type.
Version control ensures every team uses the latest template or regulatory note.
AI powered search returns the right policy paragraph or sample response instantly.
Publish partner notes or regulatory alerts once and push to portals, chat, and community.
Track which assets drive the most usage to plan training or webinars.
Enable offline ready packs for on site audits or advisory workshops.
Automation Flow
Billing and Invoice Automation
Sync time entries, retainers, and fixed fee milestones into a single billing console.
Auto draft invoices with compliant descriptions, tax breakup, and supporting files.
Route bills for partner approval with variance checks against budgets or proposals.
Send branded payment links, auto reminders, and escalation workflows for overdue dues.
Provide clients with WIP dashboards so fees never surprise them.
Push revenue data into accounting or ERP tools for live MIS reporting.
Stakeholder outcomes
Benefits Across CA Leadership & Teams
Partners, managers, associates, and clients work from the same intelligent layer.
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.
Client 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 service 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.
Deployment fit
Capabilities for Every CA Firm Setup
Support boutiques, regional firms, outsourced desks, and enterprise practices.
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 and Consulting Groups
Align tax, risk, and transaction teams with shared knowledge and client context.
Corporate Shared Service Centers
Give internal finance and compliance teams a single source of truth for requests and SLAs.
Proof of impact
CA Firms Reporting Faster Outcomes
Chartered Accountants Run Smoother on Converiqo
48%
Reduction in pending document requests
31%
Increase in on time GST and tax filings
2.4x
Faster audit closure to reporting cycles
22%
Improvement in retainer realization
Customer voice
“Intake, compliance calendars, and billing now live on one canvas. Partners get realtime visibility, clients stay informed, and our team finally works from the same playbook.”
Sonal Deshmukh, Partner, LedgerBridge Advisors
Need to know
Frequently Asked Questions
Answers for partners, CFOs, and CA operations teams.
How can agentic AI improve chartered accountant operations?
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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.
What challenges can automation solve for CA firms?
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Automation removes communication delays, reduces manual follow-ups, and standardizes workflows across tax, audit, and compliance services, improving turnaround time and client confidence.
Can AI help accountants manage year-round compliance workflows?
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Yes. AI monitors deadlines, triggers reminders, automates data collection, and keeps every compliance requirement on track, reducing last-minute rushes across all client accounts.
How can automation reduce workload during peak financial periods?
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Automation handles document requests, reminders, updates, and ticket management so accountants focus on advisory work while maintaining quality during tax or audit peaks.
Why should CA firms track operational KPIs with automation?
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KPIs such as task completion speed, response time, document turnaround, and query resolution highlight bottlenecks. Converiqo centralizes these metrics to improve consistency and visibility.
How does Converiqo’s Lead Engine support CA client acquisition?
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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.
How does Converiqo’s CSSE enhance client experience?
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CSSE portals let clients track progress, upload documents, check deadlines, and raise questions anytime, cutting repetitive back-and-forth and delivering transparent service.
Why use Converiqo’s Ticketing System for accounting workflows?
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Ticketing converts client requests into trackable tasks with clear ownership, preventing oversight and helping partners, managers, and audit teams collaborate effectively.
How does knowledge management improve CA service delivery?
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Centralized knowledge—checklists, templates, compliance guides, SOPs—ensures teams follow consistent processes and spend less time hunting for information.
How does Converiqo’s marketing automation support CA firms?
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Marketing automation sends reminders, compliance updates, and tailored content to nurture prospects and keep existing clients engaged, boosting conversions and timely submissions.
CA excellence
Ready to Automate Tax, Audit, and Client Support?
Plug Converiqo into your CA tech stack to orchestrate intake, compliance, documentation, community, and billing without rebuilding systems.