Every client request, answered on WhatsApp. Automatically.
Your clients ask for their GST returns, ITR or Form 16 on WhatsApp. CA Assist finds the exact document, collects your fee and sends it, so your team stops chasing files and payments.
- Free trial
- No card needed
- Data stored in India
Your CA firm
Business account
Hi sir, need my GSTR-3B for September
How it works
From vault to client in three steps
- Step 1
Upload your files
Drop in returns, computations and certificates. Each file is virus-scanned, read and filed under the right client, document type and period.
- Step 2
Clients ask on WhatsApp
They write in their own words, in English, Hindi or Hinglish. The bot works out what they need and finds the exact document.
- Step 3
Fee first, then delivery
For paid documents the client pays by UPI through your own Razorpay account, then the file is sent automatically.
Why firms use CA Assist
Less chasing in every tax season
A WhatsApp desk that never sleeps
Clients get their documents any time from your firm's number, without calling the office or your personal phone.
Uploads filed for you
PAN, GSTIN, period and form type are read from each file. Anything unclear waits in your review queue.
Paid before delivery
Fees go straight to your own Razorpay account. CA Assist never holds your money and takes no cut.
Every year in one vault
Documents stay filed by client, type and period, with search across old financial years.
Your team, your rules
Owner, admin, staff and viewer roles, with an audit log of every sensitive action.
Secure and stored in India
Encrypted, kept in Mumbai, and each firm's data walled off from every other firm's.
How we protect your dataPricing
Simple plans, prices include GST
Start with a free trial. Pay monthly or yearly.
Give your clients their documents in seconds
Set up in minutes: connect your WhatsApp by scanning a QR code, upload your files and invite your team.