Built for Chartered Accountants in India

Stop Missing Deadlines.
Start Managing Clients Like a Pro.

The only CRM that understands CA workflows. AI captures GST dates, ITR deadlines, and document requests from your client calls automatically.

₹1000/user/month • No credit card required • Used by 500+ CAs across India

Every CA Firm Faces These Problems

We built Converse after talking to 200+ chartered accountants. Here's what they told us:

Missing GST/ITR deadlines because client calls got lost

AI captures every deadline mentioned in calls automatically

Clients calling multiple times asking "Did you get my documents?"

Document request tracking with auto-reminders

Juggling 100+ clients during filing season

AI prioritizes urgent tasks and deadline-critical work

Spending hours updating client status after calls

Zero manual entry - AI logs everything from conversations

Junior CAs missing important client commitments

Every call transcribed, every task extracted

No record of billable hours spent on client calls

Automatic call logging with time tracking

CA-Specific Features

Built for How CAs Actually Work

Not a generic CRM with tax features bolted on. Built from scratch for CA firms in India.

Compliance Deadline Tracker

AI detects GST dates, ITR deadlines, audit timelines from client calls. Never miss a filing date again.

Document Request Management

Track which clients owe which documents. Auto-reminders sent before deadlines. See pending docs at a glance.

Filing Season Command Center

Priority dashboard for ITR season. Shows urgent clients, pending work, and deadline conflicts automatically.

Multi-Client Juggling

Handle 100+ clients effortlessly. AI organizes by urgency, not alphabetically. See who needs attention today.

Pre-Call Client Brief

Before every client call: recent queries, pending tasks, last interaction summary. 30-second AI-generated brief.

Billable Hours Tracking

Every call logged with duration. Generate time-based billing reports. See which clients consume most time.

How Converse Saves You During ITR Season

Without Converse

  • Manually tracking 200+ client filing statuses in Excel
  • Calling clients multiple times for pending documents
  • Junior CAs missing critical client instructions
  • Last-minute panic because you forgot a deadline
  • Working weekends to update client records

With Converse

  • AI dashboard shows: "12 clients need urgent attention today"
  • Auto-reminders sent to clients with pending documents
  • Every call transcribed, every task extracted automatically
  • Deadline alerts 7 days, 3 days, 1 day before due date
  • Zero manual data entry - AI does it all

What CAs Are Saying

"During ITR season, I manage 200+ clients. Converse's AI tells me exactly who needs urgent attention. Game changer."

CA Priya Sharma

Sharma & Associates, Mumbai

Saved 15 hours/week

"My junior CAs used to forget client commitments. Now AI captures everything from calls. Compliance stress is gone."

CA Rajesh Patel

Patel Tax Consultants, Ahmedabad

Zero missed deadlines in 6 months

Simple Pricing for CA Firms

No per-client fees. No hidden charges. Just straightforward pricing.

₹1000/user/month
  • Unlimited clients & calls
  • All AI features included
  • Compliance deadline tracking
  • Document request management
  • Billable hours tracking
  • Priority CA support

14-day free trial • No credit card required • Cancel anytime

Firm discount: Get 20% off for teams of 5+ CAs

Common Questions from CAs

Can Converse integrate with accounting software like Tally?

Currently, Converse focuses on client communication and task management. Tally integration is on our roadmap for Q2 2026.

Does it work for CA firms with multiple partners?

Yes! Team plans allow unlimited users. Each partner and junior CA gets their own dashboard while sharing client data.

Is client data secure and compliant?

All data is encrypted and stored in India. We follow ICAI guidelines for CA-client confidentiality.

Can I track which clients are pending for GST filing?

Absolutely. The AI automatically creates a GST filing tracker from your client conversations. You can filter by "pending GST return" anytime.

What if I have clients who speak Hindi/regional languages?

Our AI supports Hindi and English. Regional language support is coming soon.

Join 500+ CAs Who Stopped Missing Deadlines

Start your free trial today. No credit card required. See results in the first week.

Questions? Call us: +91-XXXX-XXXX-XX • Email: cas@converse.so