Every client request. Answered on WhatsApp. Automatically.
Clients ask for GST returns on WhatsApp. Your bot finds the exact document, collects your fee by UPI and delivers it.
Aman Mehta (Apex Logistics)
+91 98XXXXXX10 • Client ID: #APX-402
Instant Statutory Audit & Retrieval Ticker
FY 2026-27 Automated Vault Ingestion
| Client Entity | Document | UPI Collected | Delivery Status |
|---|---|---|---|
| Apex Logistics LLP | GSTR-3B (Sep 26) | ₹2,500.00 | Delivered |
| Shreeji Texturizers | Form 26AS / AIS | ₹1,200.00 | Delivered |
| Vardhman Steels Ltd | Tax Audit Form 3CD | ₹8,500.00 | OTP Pending |
One place for every client request
Eliminate the chaos of manual WhatsApp searches, email attachments, and unpaid invoices during rush tax seasons.
WhatsApp document bot
Automated OTP validation with bank-grade 24/7 delivery. Clients get ITR-V, computations, and challans within 10 seconds without messaging your personal mobile.
Auto-classify uploads
Drop your tax filing batches. Our OCR engines instantly tag PAN, GSTIN, Assessment Year, and form category, organizing files into client ledgers seamlessly.
Collect fees by UPI
Instant Razorpay and dynamic UPI QR mandates sent before document unlock. Settle retainer dues directly into your firm's current account with zero escrow delays.
Team and audit trail
Strict ICAI Code of Ethics compliance with multi-partner RBAC, timestamped download watermarking, and irrevocable historical logs for statutory scrutiny.
Self-service dispatch for 20+ statutory return formats
No more searching your local desktop Tally or Tax software folders while in client review meetings.
- checkGST Returns: GSTR-1, GSTR-3B, GSTR-9 annual reconciliations
- checkIncome Tax: ITR-V Ack, Computation sheets, Form 26AS & AIS/TIS
- checkMCA & RoC: Annual MGT-7, AOC-4 and Director DIN KYC tokens
- checkAudit Reports: Form 3CA/3CB/3CD & Balance Sheets with UDIN tag
- checkDynamic watermarking with recipient client mobile & timestamp
GSTR3B_Sep2026_ShahFibres.pdf
Auto-tagged • 420 KB • Ack: #27260019283
ITR_Computation_AY26-27.pdf
Auto-tagged • 1.2 MB • Fee Attached: ₹5,000
Statutory_Audit_Report_FY25-26.pdf
UDIN: 26048291AAAAAA1029 • Masked
Security built in, not bolted on
Full compliance with the Digital Personal Data Protection (DPDP) Act 2023. All records protected by 256-bit AES military-grade encryption, time-bounded OTPs, client PIN protection, and strictly located in Mumbai ISO-27001 data centers.
12 reasons
Why leading CA firms switch to CA Assist
Traditional email attachments get buried. Personal WhatsApp causes burnout and data leaks. Upgrade your practice to an enterprise desk designed for India's regulatory reality.
Zero WhatsApp spam
No messy forwards. Official WhatsApp Business templates with verified green-tick reliability keep client communication orderly.
Instant UPI escrow-free settlement
Client fees credit immediately to your bank account via BHIM, PhonePe, or Google Pay before document access is granted.
Automated 8-year retention
Mandated by Section 128 of the Companies Act 2013. Immutable cloud archives with instant search across old financial years.
Multi-partner RBAC
Assign specific client groups to article assistants or paid assistants with restricted mobile view permissions and full audit logs.
GST portal sync
Direct fetching of filed acknowledgement receipts, 2B spreadsheets, and e-Way bills to keep client vaults perpetually updated.
Regional language support
WhatsApp bot greets and guides traditional business clients in Hindi, Gujarati, Marathi, Tamil, and English with voice command recognition.
"During September audit peak, our staff spent 4 hours every single day simply searching and emailing old 3CB-3CD reports or GSTR-2B reconciliations. CA Assist automated 90% of these calls. Clients pay their balance via UPI in seconds to unlock filings."
CA Devang Trivedi
Senior Managing Partner, Trivedi & Associates LLP (Mumbai)
"The dynamic mobile watermarking and automated client consent log keeps our firm 100% safeguarded under the new DPDP Act 2023. Our clients love the simplicity of pinging our bot on WhatsApp for instant tax acknowledgments."
CA Kavita Shah
Partner, Shah & Co Chartered Accountants (Ahmedabad)
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Adheres to ICAI Ethical Standards Board Guidelines • Dedicated Onboarding Support for Indian CA Partnerships