The Ultimate CA Operating System

Stop Chasing Clients.
Automate Your Practice.

The first platform combining 100% automated WhatsApp follow-ups with a simple document portal. Built for Chartered Accountants in India.

ClientFlow Dashboard
The Industry Problem

The old way of collecting documents is broken.

WhatsApp Chaos

Clients send documents across 50 different chats. Nothing is organized.

Manual Follow-ups

Your team spends 30% of the day begging for statements.

The ClientFlow Way

  • Create a Document Checklist
  • Auto-send secure upload links
  • System chases until 100% complete

See It In Action

Take a peek inside the platform built to scale your accounting workflows.

Centralized Superadmin Dashboard

Manage multiple CA branches, track junior performance, and get a bird's eye view of all pending client documents from a single, beautiful interface.

  • Firm & User Management
  • Global Status Tracking
Multi-Tenant Dashboard

Live WhatsApp Integration

Native WAHA integration allows you to connect your firm's exact WhatsApp number. Clients receive reminders from a number they already trust.

  • Direct QR Pairing
  • Live Status Monitoring
WhatsApp Sessions

Core Features

WhatsApp Bots

Automated scheduling dispatch text reminders.

Frictionless Uploads

Clients click a link and upload. No login required.

White-Label Customization

Your logo, your firm's brand identity everywhere.

Simple Pricing

Affordable for all.

Standard License

Full feature access.

500 /month
  • Unlimited Clients
  • Auto WhatsApp Reminders
  • White-Label Ready
Get Started