CaSync connects your CA firm to your clients through WhatsApp AI and a secure portal — so documents arrive automatically, clients stay updated, and your team saves 50+ hours every month.
Every CA firm in India deals with the same frustrations. Here are the 8 that cost you the most time, money, and client trust.
Clients send sensitive financial data over personal WhatsApp and email — completely unprotected and unorganised.
Your team spends hours every month calling and messaging the same client for the same document, again and again.
Clients call your office 10 times a week asking for status updates you could automate in seconds.
Junior staff ask clients for documents a senior CA already received — destroying client trust and wasting everyone's time.
Every staff member does it differently. No consistent process means inconsistent results and missed documents.
Clients send blurry photos, wrong months, or incomplete statements — causing delays and rework before every filing.
Clients miss submission deadlines because nobody reminded them on time — leading to late penalties and tense conversations.
You have no clear view of which client's file is complete and which is stuck — so nothing gets prioritised correctly.
CaSync solves all 8 of these. Permanently.
CaSync gives you a WhatsApp AI Bot for instant document collection and a Secure Client Portal for professional client management — both working together seamlessly.
Your clients never need to download an app. The bot collects documents, sends reminders, confirms receipts, and updates filing status — all on WhatsApp. Works on any phone, any plan, any age group.
A branded web portal where clients log in with a simple OTP, upload documents from any device, track their filing status live, and message your team directly — without calling your office.
We handle the setup. You focus on your clients. Most CA firms are fully live within one week — with zero technical knowledge required.
Create your CaSync account and connect your WhatsApp Business number. We walk you through every click. Takes less than 30 minutes.
30 minutes setupOur team sets up your conversation flows, document checklists, and automated reminders — all customised with your firm's name and branding.
Done for youSend clients a single WhatsApp message introducing your new secure system. They save the number and reply HELLO — that is all they need to do.
One message to all clientsThe bot guides every client through their personalised checklist, accepts photos and PDFs, and confirms each document instantly. No manual follow-up from your team.
Zero manual chasingAll 50 clients in one view. See document completion percentage per client. Update filing status with one click. No spreadsheets, no sticky notes.
One-click updatesThe moment you mark a filing complete, CaSync automatically sends the client a WhatsApp message with their acknowledgement number. No call needed.
Auto-confirmationTwelve purpose-built features designed around the real daily workflow of a CA firm in India.
Collects documents automatically via WhatsApp. Works on every phone without any app download.
Personalised per client based on their service type — GST, ITR, Audit, TDS, or custom.
Sent automatically 7 days and 2 days before every compliance due date. No manual scheduling.
AI reads invoices and bank statements automatically, extracting key data without manual entry.
Encrypted, OTP-login web portal. Every client gets their own secure space to upload and track.
Clients see live filing status — Pending, Under Review, Filed — without calling your office once.
All your clients in one view with document completion percentage, due dates, and priority flags.
Every document auto-saved to Google Drive with proper file names, organised by client and type.
Raise invoices, track payments, and send payment reminders — all from within CaSync.
Assign specific clients to individual CA team members. Everyone sees only what they need.
Bot communicates in the client's preferred language. Clients switch by sending one keyword.
No hardware, no IT team, no coding required. If you can send a WhatsApp, you can use CaSync.
Move the slider to see your firm's monthly savings in real time.
A firm with 50 clients saves 52 hours and ₹26,000 worth of staff time every month. CaSync costs from ₹2,999/month. That is an 867% ROI — you recover the cost in the first 6 hours of saved work.
Every plan includes a full 30-day free trial. No credit card required to start.
All plans include a 30-day free trial — no credit card required. Cancel anytime with 2 clicks.
Real results from real CA firms who replaced manual document chasing with CaSync.
CaSync reduced our document collection time from 3 days to 3 hours. Our clients love getting WhatsApp updates instead of calling us. Our team finally has time to focus on actual CA work.
We used to lose documents in email threads. Now everything is in one place and every team member knows exactly what is pending for each client. It has transformed how we work.
The automated reminders alone saved us from 4 late filing penalties last month. Clients now send documents on time without us asking even once. Worth every rupee and more.
Everything CA firm owners ask us before signing up.
No — and this is the biggest advantage of CaSync. Everything works on WhatsApp, which your clients already have on their phones. There is nothing to download, no login to create, no new technology to learn. If your client can send a WhatsApp message, they can use CaSync.
Most CA firms are fully live within 1 week. Day 1 is account setup and WhatsApp connection. Days 2 to 3 are bot configuration and checklist setup — which our team handles for you. Day 4 you start inviting clients. We guide you through every step with video tutorials and direct support.
Yes. All documents are encrypted in transit and stored in your own Google Drive account — which only you and your authorised team members can access. CaSync never stores or accesses your client documents. WhatsApp Business API communication is end-to-end encrypted by default.
They can use the Secure Client Portal instead — it works on any browser on any device, including desktop computers. Clients simply go to your portal URL, log in with a one-time OTP sent to their mobile, and upload documents from there. Both channels sync to the same CA dashboard.
Yes — all bot messages carry your firm's name, and on Growth and Professional plans, your firm's logo appears on the client portal. Clients never see the name CaSync. From their perspective, they are interacting directly with your CA firm's professional system.
Yes. Clients can switch the bot to Hindi at any time by sending one keyword. The bot then continues the entire conversation in Hindi. This is particularly useful for clients in smaller cities and towns who are more comfortable in their native language. Regional language support is available on the Professional plan.
Every plan includes onboarding support via email and WhatsApp. Growth and Professional plans include a dedicated video setup call where our team walks you through every step on screen. You will never be left to figure it out alone. Most setup questions are answered within 2 hours during business hours.
Yes — there are no contracts, no lock-in periods, and no cancellation fees. You can cancel your subscription from your dashboard in 2 clicks. Your account and data remain accessible until the end of your current billing period, after which everything is permanently deleted on your request.
CaSync gives those hours back. Start your free 30-day trial today — no credit card, no commitment, no risk. Be live in 1 week.
Join 300+ CA firms already saving time with CaSync