For CA firms, accounting practices, and tax consultants
Your best prospects call during tax season. No one picks up.
GST filing deadlines, ITR season, and year-end audits — that is when your phone rings most and your team is most stretched. The leads you miss in those 8 weeks go to another firm and stay there for years. We fix this with an always-on intake system that qualifies and books while your team files.
The problem
A business owner needs a GST consultant urgently. They search online and submit enquiries to 3 firms on a Sunday evening. Firm A has an agent that responds in seconds, asks the right questions (type of entity, turnover, services needed), and books a Monday morning call. Your firm has a contact form. The client is with Firm A before your week starts.
What we build
We build your firm a qualification and booking system in under a week. Your website captures individual and business enquiries 24/7. The agent screens service fit — ITR filing, GST, audit, advisory — and collects the details your team needs before the first call. Serious prospects land on your calendar pre-qualified. Low-fit enquiries get routed to information resources.
Why this matters for CA Firms
Peak season enquiries come in on evenings and weekends when no one is available
Your team spends hours on intake calls that turn into nothing
Clients who can't reach you immediately call the next firm on the list
Word-of-mouth clients expect instant acknowledgement, not a 2-day wait
What you get
Conversion-focused CA firm website
24/7 enquiry capture via web and WhatsApp
Qualification: entity type, turnover, services needed, urgency
Direct calendar booking for consultation slots
Separate routing for individual vs business clients
Instant acknowledgement with firm credentials and next steps
Agentic AI Investment
From Pilot to Production
One-time build fee to launch, plus an optional monthly Care retainer that keeps your agent monitored, updated, and converting. Hypercare period included for team training & tuning.
✓ First discovery call is free. Care retainer is optional but recommended.
Hypercare ends with a full team handoff and runbook. Most clients continue on a monthly Care retainer so the agent stays monitored, updated, and converting — or you can self-manage with on-demand support quoted per engagement.
Ready to stop losing leads?
Book a free 30-minute strategy call. No pitch — just an honest look at what a system like this would change for your ca firms business.