Legal & finance

AI calling agent for CA firms and tax consultants

Clients send their bills before GSTR and ITR deadlines, retainer fees come in on time and your articles spend filing season on actual work.

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Practising chartered accountantsCA firms with GST and audit clientsTax consultants and ITR filersBookkeeping and accounting firms

GSTR-3B document reminder, Ahmedabad CA officeCA firms and tax consultants · AI voice agentGujarati

નમસ્તે, હું પટેલ એન્ડ એસોસિએટ્સ, CA ઓફિસથી બોલું છું. GSTR-3B ની છેલ્લી તારીખ 20 છે, અને તમારા ખરીદીના બિલ હજી મળ્યા નથી.Hello, I'm calling from Patel & Associates, CA office. The GSTR-3B due date is the 20th and we haven't received your purchase bills yet.

હા, આ અઠવાડિયે મોકલી દઈશ.Yes, I'll send them this week.

કયા દિવસે મોકલશો? હું તારીખ નોંધી લઉં.Which day will you send them? Let me note the date.

શુક્રવાર સુધીમાં.By Friday.

આભાર. કૉલ પછી WhatsApp પર જરૂરી ડોક્યુમેન્ટ્સની યાદી મોકલું છું.Thank you. I'll send the list of required documents on WhatsApp after the call.

Documents promised by Friday · checklist on WhatsApp after the call

What is an AI calling agent for CA firms?

An AI calling agent for CA firms is a voice agent that calls clients ahead of GST, TDS and ITR deadlines to collect pending documents, reminds them about retainer and filing fees, and answers routine office enquiries. It records what the client promised, sends a checklist on WhatsApp after the call and never gives tax advice.

Updated 14 Nov 2026

What slows CA firms down on the phone?

Documents arrive at the last minuteBefore the 11th and 20th of every month, and again before 31 July, staff spend whole days calling clients for sales bills, purchase bills and Form 16.

Retainer fees run months behindMonthly GST retainer clients delay fees, and partners do not want to chase clients they also advise.

The office phone never stops in filing seasonClients call to ask what documents are needed, whether their return is filed and when the refund will come.

What can an AI calling agent do for CA firms and tax consultants?

Outbound

GST return document remindersBefore GSTR-1 and GSTR-3B dates, the agent calls clients whose data is pending and records the day they will send bills.→ Promised date for documents

Outbound

ITR season document collectionSalaried and business clients are reminded to share Form 16, bank interest certificates and investment proofs before the ITR due date.→ Documents promised

Outbound

Retainer and filing fee remindersClients with a pending monthly retainer or filing fee get a due-date reminder and a UPI link on WhatsApp right after the call.→ Payment date promised

Outbound

Advance tax and TDS due-date callsBefore quarterly advance tax and TDS deposit dates, the agent reminds clients that the date is near and that your team will share the working.→ Client prepared for due date

Inbound

Office enquiry lineCallers asking for an appointment, the document list or the status of their file are logged for the right staff member or transferred.→ Enquiry routed

Outbound

New client onboarding callsNew GST registrations or company incorporation clients are called to collect PAN, Aadhaar and address proof details for your team.→ KYC details collected

Payment reminders

Retainer, filing fee and deadline reminders

The agent calls clients before their monthly retainer or annual filing fee is due and before every GST, TDS, advance tax and ITR deadline that affects them. It records the promised payment or document date and sends the amount, UPI link or checklist on WhatsApp after the call.

How payment reminder calls work

Before the due dateHeads-up call with the amount and date.
On the due dateShort reminder, link sent after the call.
After the due datePolite follow-up and a promised pay date.

How does it work?

Pending list goes inUpload the clients with pending data or fees as a sheet, or send them from your practice software by API.
Agent calls in Gujarati, Hindi or another languageEach campaign runs in the language you choose from 12 Indian languages, including Hinglish.
Client promises a date or asks for the CATax questions are never answered by the agent; they are transferred or logged for your team.
Track promises on the dashboardSee promised dates, recordings and transcripts, and get the results back in your software by webhook.

Does it work with our software?

Your practice management or compliance tracker can send the list of clients with pending returns or fees to the REST API. Results such as documents promised by date or callback needed come back by webhook, so your team knows whom to follow up.

See the API and webhooks

Calls run in your customers' language

हिन्दीHindi EnglishEnglish HinglishHinglish தமிழ்Tamil తెలుగుTelugu ಕನ್ನಡKannada മലയാളംMalayalam मराठीMarathi ગુજરાતીGujarati ਪੰਜਾਬੀPunjabi বাংলাBengali ଓଡ଼ିଆOdia অসমীয়াAssamese

Other MsgClub channels for CA firms and tax consultants

Use AI calls together with SMS, WhatsApp, RCS, IVR and missed calls from the same account.

Compare every channel for CA firms and tax consultants

Questions from CA firms and tax consultants

Can the AI give tax advice to our clients?

No. The agent never gives tax, GST or investment advice. It reminds clients about deadlines and documents, collects details and transfers any tax question to your CA or staff.

Can it remind clients about GST and ITR due dates?

Yes. You decide which clients to call and when, for example three days before GSTR-3B or two weeks before the ITR due date. The agent states the date and records their reply.

Which languages can it use?

You can set it up in 12 Indian languages, including Gujarati, Hindi, Marathi, Tamil, Telugu, Bengali and English, plus Hinglish, so each client hears the language they are comfortable with.

Can it call hundreds of clients before a deadline?

Yes. The agent can make thousands of calls at the same time, so your whole pending list can be called in one go instead of over several days.

How do we see which clients promised to send documents?

The dashboard lists each call's outcome and the promised date, with the recording and transcript. The same results can go to your practice software by webhook.

How much does it cost?

One all-inclusive per-minute rate covers AI, voice, telephony and numbers. It is quoted on your monthly volume, GST is extra, and a free trial is available.

Legal & finance

Law firms and advocatesClients hear about every hearing date, new enquiries are captured while you are in court and fee instalments are followed up politely.Learn more

Business & public sector

Small and medium businessesInvoices get paid closer to the due date, every enquiry gets a call back and your small team stops spending afternoons on the phone.Learn more

Business & public sector

Freelancers and self-employed professionalsEvery enquiry gets answered while you are on a shoot, at a site or with a client, and pending invoices get a polite reminder.Learn more