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Built for CA Firms, CPA Practices, & Tax Advisors

Streamline Client Follow-ups with
AI Calling Software for Tax Consultants

Automate tax deadline reminders, request missing financial documents, and schedule consultation calls using realistic AI calling agents that sound like human assistants.

Tax Season Efficiency

Save 40+ Hours of Administrative Follow-ups

Chasing clients for bank statements, GST invoices, and investment proofs consumes hours of billable time. Voxvaani handles document outreach automatically, letting CA teams focus on tax planning and auditing.

  • Outreach for tax filing documents and sign-offs automatically.
  • Personalized tax deadline & advance tax payment reminders.
  • Intelligent scheduling for premium tax consultation slots.
  • Sync client actions directly to tax portal software or CRMs.
DOCUMENT CHASE CONVERSATION

Document Collection Call

1. Client (Taxpayer)Connected
"Hello, yes, this is Amit. What is pending from my side?"
2. AI Tax Assistant (Voxvaani)Latency: 710ms
"Hi Amit! We are preparing your return for this quarter. We still need your GST summary sheet and the Capital Gains statement from Zerodha. Can you upload them to our secure portal today?"
3. CRM Action TriggeredLink Sent
Client promised upload by evening. Portal link dispatched via WhatsApp.

Automated Accounting Workflows

Ditch manual client calls and scale your CA practice capacity.

Document Collection

Chasing clients for pending financial files. Let AI list specific missing returns or statements and send safe portal links.

Deadline Alerts

Remind clients of tax deadlines (GST, Income Tax, Advance Tax) ahead of time. Avoid penalties and late submissions easily.

Consultation Booking

Coordinate premium advisory slots. The AI voice agent answers basic FAQ details and books slots directly into your team calendars.

Frequently Asked Questions

Everything you need to know about our CA firm AI solutions.

Try It Live

Hear the AI Tax Assistant in Action

Get a real outbound demo call — an AI voice reminds a client about their ITR filing deadline, in Hindi.

SANDBOX SIMULATOR

AI ITR Filing Reminder Call

Receive a live Hindi voice call — your AI assistant reminding a client about the tax filing deadline.

📊 TaxRight — ITR Filing Reminder
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Ready to automate your tax consultancy?

Upgrade your client follow-up workflow in less than 20 minutes. Start with a free trial today.