SolutionsCA Firms
CA Firms

Automate compliance. Retain clients. Scale your practice.

CA firms lose 40% of billable hours to manual tasks. Our production-ready systems automate client onboarding, ITR filing, GST reconciliation, and document management — delivered in days, not months.

Chartered Accountant Firms
CA Firms
60%
Less manual data entry
Faster client onboarding
80%
Fewer client follow-up calls
7 days
Delivery timeline

The Problem

What's slowing your
ca firms down?

Manual data entry for ITR & GST filing wastes hours every day

Client document collection is chaotic and error-prone

No centralised dashboard to track compliance deadlines

Clients don't know the status of their filings — constant follow-up calls

What NatrajX Delivers

Everything included.
Nothing left to figure out.

Complete frontend + backend, production-deployed

Your brand colours, logo, and domain

API integrations — payment, WhatsApp, email

Ongoing support and upgrades

No vendor lock-in — you own the code

How It Works

Inside your system.

1

Client uploads docs

Portal / WhatsApp

2

Auto-categorised

AI tagging engine

3

CA reviews & signs

Approval dashboard

4

Report generated

PDF + email

5

Filed & archived

Audit-ready store

What You Get

Everything built.
Ready to customise.

Client Portal & Document Management
01

Client Portal & Document Management

Secure, branded portal where clients upload documents, track filing status, and receive automated reminders.

  • Secure document upload & versioning
  • Automated deadline reminders via WhatsApp & email
  • Real-time filing status tracker
  • Role-based access for staff
GST & ITR Automation Dashboard
02

GST & ITR Automation Dashboard

Centralised dashboard that pulls data, flags mismatches, and generates pre-filled returns ready for review.

  • Auto reconciliation of GSTR-2A vs purchase register
  • Bulk ITR pre-fill from form 26AS
  • Deadline calendar with priority alerts
  • One-click PDF report generation
AI-Powered Client Communication
03

AI-Powered Client Communication

Automated updates, reminders, and responses so your team spends zero time on routine queries.

  • WhatsApp & email automation
  • AI chatbot for common client queries
  • Automated follow-up sequences
  • Branded communication templates

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