CA Firm & Legal Digital Solutions India | Website, Client Portal, CRM & WhatsApp AI | Appzur
For Indian CA Firms & Legal Practices

Everything your practice needs to serve clients & stay compliant

Professional website, secure client portal, WhatsApp automation, AI voice bot and a practice CRM — built for CA firms and law practices. Automate compliance reminders, document collection and fee follow-ups.

100%
Deadlines tracked
24/7
Client enquiries
0
Manual chasing
5,000+
Businesses served
sharmaca.com
Client portal · Live
Compliance on time
GST · TDS · ITR · ROC
AI Voice Bot
handles client calls
Complete Digital Toolkit

One partner for your entire practice online

From a professional website and secure client portal to WhatsApp automation, AI voice bots and a practice CRM — Appzur builds and runs the full stack so deadlines and documents stop slipping.

Website & Client Portal

A credible professional website plus a secure portal where clients view filings, upload documents, and track compliance status.

WhatsApp Automation

Compliance-calendar reminders, document collection, status answers and fee follow-ups — clients respond instead of dodging calls.

AI Voice Bot

Hindi + English AI answers routine client calls — filing status, due dates, document checklists — freeing your staff for real work.

Document & Client App

Branded app for clients to upload documents, e-sign, view invoices and receive deadline alerts — all in one place.

Practice CRM

Per-client compliance calendars, document tracking, fee invoicing, and an ICAI-friendly audit trail of every interaction.

Digital Marketing

Local SEO for "CA near me" searches, a credible online presence, and content that wins new business clients.

Automation In Action

From "GST return reminder" to filed return

The automation layer handles the chasing — clients respond on WhatsApp instead of dodging your accountant's calls — so your team focuses on the professional work.

1

Compliance reminders

GST, TDS, advance tax, ROC, ITR — each client gets timely reminders matched to their compliance calendar.

2

Document collection

Client uploads PDFs to WhatsApp; bot files them by month and category, pings staff when complete.

3

Client onboarding

New engagement → bot collects PAN, GSTIN, bank details and last filings. KYC pack ready before staff touches it.

4

Status & queries

"Has my GST been filed?" "Refund status?" — answered from your filing system without staff interruption.

5

Fee invoicing

Quarterly retainer / per-filing fees auto-invoiced with UPI links and GST-compliant invoices; payment tracked.

6

Notice & escalation

Client forwards an IT/GST notice → urgent flag, partner alert, response-deadline calendar entry created.

Built for Indian Compliance Practice

Deadlines, documents, and confidentiality — handled

Solo CA, mid-size firm, or multi-partner legal practice — recurring filings and client communication, without the spreadsheet chaos.

Compliance-specific features

  • Per-client compliance calendar (monthly GST, quarterly TDS, annual ITR/ROC)
  • Document tagging — invoices, statements, contracts
  • Multi-entity clients tracked separately under one parent
  • ICAI-friendly audit trail of every interaction
  • Financial data stays in your secured system, not a public bot

Integrations

  • Tally, Zoho Books, QuickBooks, ClearTax, Marg ERP
  • GSTN portal for return-status checks
  • Income Tax e-filing portal status hooks
  • MCA21 ROC filing status
  • Razorpay / UPI for retainer collection with GST invoices
Configured Per Practice

From solo CAs to law firms

Each profile ships with the right mix of recurring and case-based flows.

Solo & small CA firms

50–500 client base, GST + ITR + ROC bundles, all-rounder practice.

Mid-size partnerships

Multi-partner allocation, client-handler routing, audit workflows.

CS practices

ROC, secretarial audit, board-meeting calendars, corporate compliance.

Tax consultants

ITR season mass-onboarding, salaried clients, refund tracking.

Law firms

Case-stage updates, hearing reminders, document collection, fee instalments.

GST specialists

High-volume monthly returns, e-invoicing, e-way bill assistance.

Tailored To Your Practice

One proposal. Only what your practice needs.

Pick a single service or the full stack — we'll put together a proposal built around your firm, with no monthly fees on automation and no lock-in.

Everything we can build for you
  • Professional website + secure client portal
  • Client document app (optional)
  • WhatsApp compliance reminders + doc collection
  • AI voice bot (Hindi + English)
  • Practice CRM + compliance calendars
  • Fee invoicing with GST + UPI
  • Local SEO & professional marketing
  • DPDP-aligned, India-region data
Get a Custom Proposal
Frequently Asked

Questions practices ask us

Is client financial data safe?

Yes. Sensitive financial data stays in your accounting system (Tally, Zoho Books, etc.) — the bot only references entity IDs and statuses. India-region data residency and alignment with the Digital Personal Data Protection Act, 2023.

Can it actually file GST returns?

The bot collects documents and pre-fills draft returns in your accounting system. Final review and filing stay with your CA team — for ICAI compliance and to catch errors. It saves the chasing time, not the professional judgment.

How does it handle multi-entity clients?

One client with three entities is tracked as three compliance calendars under one parent. Documents tagged per entity; statuses surface per entity.

Can it integrate with Tally and Zoho Books?

Yes — Tally Prime, Tally ERP 9, Zoho Books, QuickBooks, ClearTax, Marg ERP. Ledger balances, invoice data and return statuses sync; WhatsApp uploads auto-attach to the right voucher.

How does pricing work?

Pricing is tailored to the services you need — website, client portal, WhatsApp automation, voice bot or the full stack. Share your requirements and we send a custom proposal within 24 hours, with no monthly fees on automation and no lock-in.

Ready to take your practice
digital?

Website, client portal, WhatsApp automation, AI voice bot or the full stack — get a custom proposal for your firm within 24 hours. No obligation.

Get My Custom Proposal 📞 +91 96438 47397 WhatsApp