Ora for CA Firms: Answer Clients and Book Consultations on WhatsApp, 24×7
What Ora does for a CA or tax firm, which jobs it takes off your team, and how much it saves: real screens, sample client chats and a plain cost comparison.
On this page
In July and every GST due date, your phone explodes. Clients ask what documents to send, new people ask your fees, and your team spends the season answering WhatsApp instead of filing returns.
This guide shows what Ora does for a CA or tax firm, which jobs it takes off your team, and what that saves in rupees. Every screen below is the real Ora dashboard, set up for a sample Ahmedabad CA firm we call Agarwal & Associates.
The problem: filing season buries your team in questions
Most client messages are routine:
- What is your fee for ITR, GST or audit?
- Which documents do I need to send?
- What is the last date for GSTR-3B or ITR?
- "Have you filed my return?"
- Do I need GST registration for my new business?
- Can I speak to the CA?
New clients often message in the evening, and if you answer the next day, they have already gone to someone else.
What Ora does for a CA firm
Ora is an AI assistant that answers on your WhatsApp, Instagram and website, learns from your own documents (your service list, fees, document checklists, due-date calendar), and passes real conversations to your team.
1. Quotes fees and lists documents
A new client asks about ITR at 10:30 PM. Ora explains the fee, lists the documents to keep ready and books a call with your tax manager.
2. Answers due dates in the client's language
English, Hindi, Gujarati and more. Ora tells clients what is due and when, and where to send their bills.
3. Helps new businesses and freelancers
GST registration, FSSAI, company formation, foreign income: Ora explains the basics from your notes and books the partner for the details.
4. New clients on one board
Every enquiry lands on the Leads board with the service needed. Retainers and filings move to Won when they sign up.
5. Consultations on a calendar
Calls and meetings with each CA, by day, with a reminder the day before.
6. Follow-ups that run themselves
AI sorts new enquiries: serious ones go to a partner with an alert, the rest get a nudge if they go quiet.
What Ora replaces
Ora does not replace your CAs, their judgement or the actual filing. It replaces the repetitive part of client coordination and season rush.
| Work today | Who does it now | With Ora |
|---|---|---|
| Fee and service questions | Client coordinator | Ora answers 24×7 |
| Document checklists | Coordinator | Ora sends the right list |
| Due-date questions | Coordinator | Ora answers |
| Booking calls with the CA | Coordinator | Ora books |
| Tracking new clients | Excel | Leads board |
| Season temp staff | Extra hire | Ora takes the rush |
How much it saves
Here is the monthly cost for a small CA firm in Ahmedabad, before and after.
| Without Ora | With Ora | |
|---|---|---|
| Client coordinator | ₹18,000 | Ora answers routine questions |
| Extra temp staff in filing season | ₹10,000 | Ora handles the rush |
| WhatsApp Business tool | ₹3,000 | Included |
| Appointment and CRM tools | ₹2,500 | Included |
| Total a month | ₹33,500 | ₹12,493 |
That is about ₹21,000 saved every month, or roughly ₹2.5 lakh a year.
How we worked it out:
- Salaries and tool prices are typical for Ahmedabad and similar cities. Yours will differ, so plug in your own.
- The Ora price is WhatsApp, Instagram and website chat, bookings with reminders and automations with 3 teammates, built on prophecius.in/build, before GST.
- Meta bills WhatsApp marketing messages directly. Ora adds no markup.
Your team can spend filing season filing, not answering "what is the last date?".
What Ora does not do
To be clear about the limits:
- It does not give tax opinions or file returns. It answers routine questions and books your CA.
- It does not read documents or PDFs sent on WhatsApp; clients email them as usual.
- It only knows the fees and dates you teach it. Update it when deadlines change.
A day at Agarwal & Associates with Ora
- 10:30 PM: Jignesh learns the ITR-2 fee and books CA Nirav for 5 PM.
- 9:05 AM: Bhavesh asks the GSTR-3B date in Gujarati.
- 10:00 AM: Hetal opens the board: three new clients, sorted by service.
- 1:20 PM: Kruti asks about GST for her bakery; CA Rajiv gets a call request.
- 5:00 PM: CA Nirav talks to Jignesh, who already has his documents ready.
Set it up in an afternoon
- Sign up at prophecius.in. You start on the Free plan, no card needed.
- Teach your bot: upload your service list, fees, document checklists and due dates as a PDF or document, or add your website.
- Connect WhatsApp and Instagram from the Channels section.
- Add your team and their working hours, so Ora books the right person.
- Turn on an automation, such as "Spot hot leads", from the ready-made list.
Questions CA firms ask
Will Ora give tax advice? No. It explains your services, fees and deadlines, and books your CA for anything that needs judgement.
Is client financial information safe? Ora does not read documents sent on WhatsApp. Chats are private to your firm and data is stored in India.
Is customer data safe? Each business's data is kept separate. Passwords and keys are encrypted, data is stored in India, and we never sell it or use it to train public AI models. See our trust page.
Can I use my existing WhatsApp number? Yes, through the official WhatsApp Business API. We help you connect it.
What does it cost to start? The Free plan includes 300 AI replies a month. Paid plans start at ₹4,999 a month, or build your own bundle with only what you need.
Try it free
Let Ora handle this season's questions while your team files. Start free at prophecius.in, no card needed.
