Answer clients and win new ones during filing season
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.
Ora answers every client on WhatsApp, Instagram and your website, day and night, books the tax consultation call, and makes sure no enquiry is forgotten.
The real Ora inbox, set up for Agarwal & Associates, a sample CA firm. Every client chat in one place; jump in any time.
Filing season buries your team in questions
Most client messages are routine:
New clients often message in the evening, and if you answer the next day, they have already gone to someone else.
How Ora talks to your clients
Four real-looking conversations at Agarwal & Associates, a sample CA firm in Ahmedabad. Pick one and watch Ora reply.
From “hi” to booked, on autopilot
What happens to a single message, without anyone on your team touching it.
- 💬STEP 1A client messages
“Hi, I need to file ITR. Salary plus some stock trading”
An ITR enquiry at 10:30 PM - 🧠STEP 2Ora answers from your information
“Hi Jignesh! 🙏 For salary + capital gains (stocks), the fee is ₹3,500 (ITR-2). Please keep ready: • Form 16…”
Learned from your service list, fees, document checklists - 📅STEP 3Books a tax consultation call
“Booked ✅ Tomorrow 5:00 PM with CA Nirav. You can email documents to docs@agarwalca.in before the…”
On Hetal's calendar, reminder sent - 🎯STEP 4Saved as a lead
Jignesh Modi · ITR-2 · salary + capital gains · call tomorrow 5 PM
With the whole chat attached - 🔔STEP 5Your team is alerted
“Hot enquiry: Jignesh Modi +91 9•••• •••••. Call today.”
Hetal, client relations, sees it first - 🔁STEP 6Follows up if they go quiet
“Hi Jignesh, Agarwal & Associates here. Do you have any questions about your filing? Reply here and we will help.”
Automation: New client enquiries
What Ora does for a CA or tax firm
These are real Ora screens, set up for Agarwal & Associates. This is exactly what you and your team will use.
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.
English, Hindi, Gujarati and more. Ora tells clients what is due and when, and where to send their bills.
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.
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.
Consultations on a calendar
Calls and meetings with each CA, by day, with a reminder the day before.
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.
The jobs Ora takes off your team
Ora does not replace your CAs, their judgement or the actual filing. It replaces the repetitive part: client coordination and season rush.
Your team can spend filing season filing, not answering "what is the last date?".
What it saves you, in rupees
A worked example for a small CA firm in Ahmedabad. Your numbers will differ, so try your own below.
Without Ora
CA firm · 2 partners · per month- Client coordinator₹18,000Fees, document lists, due dates, follow-ups
- Extra temp staff in filing season₹10,000Averaged across the year
- WhatsApp Business tool₹3,000
- Appointment and CRM tools₹2,500
- Evening and Sunday queriesNext working dayNew clients go to whoever replies
With Ora
your own bundle- ✓ AI answers on WhatsApp, Instagram and websiteServices, fees, documents, due datesIncluded
- ✓ Consultation bookingIncluded
- ✓ New client pipelineIncluded
- ✓ AutomationsIncluded
- ✓ 3 teammatesIncluded
- ✓ Evening and Sunday queriesAnswered
Salaries and tool prices are typical for Ahmedabad and similar cities. Ora price is before GST. Meta bills WhatsApp marketing messages directly, with no markup from us.
Try your own numbers
Estimate: 200 working hours make one full-time person. Ora for this setup costs about ₹12,493 a month, and it answers at night and on Sundays too.
While you sleep, Ora works. When you wake up, it's all sorted.
Agarwal & Associates, a sample CA firm, on a normal day.
- 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.
Powerful features, all in one place
The same Ora, with every tool your business grows into. Turn on what you need, when you need it.
A second AI reads every chat, spots where a customer was let down and suggests a fix you approve.
Approved offers and reminders to opted-in lists, from a separate number, with replies in one place.
Answers calls, books and follows up by voice, with the same knowledge as the chat.
Send a payment link for fees, deposits and orders without leaving the conversation.
Emails answered from the same knowledge, and every thread in the same inbox.
Drag-and-drop flows: tag, alert, follow up, hand over, on any trigger.
A plain weekly report: what people asked, what they wanted that you do not offer, where you lost them.
DPDP consent in every chat, data stored in India, never used to train public AI.
Live in an afternoon
- 1Sign up free
No card needed. You start on the Free plan with 300 AI replies a month.
- 2Teach Ora
Upload your service list, fees, document checklists and due dates as a PDF or document, or just add your website.
- 3Connect your channels
WhatsApp, Instagram and the website chat, from the Channels page. We help with WhatsApp.
- 4Add your team
Add people like Hetal (client relations) and Nirav (tax manager), with their hours, so Ora books and alerts the right person.
- 5Switch on follow-ups
Pick “New client enquiries” or another ready-made automation, and Ora takes it from there.
- 🧠Ora coreYour AI assistant, chat inbox, leads and its manager
- 💬WhatsApp AIAnswers and sells on WhatsApp
- 📸Instagram & MessengerReplies to DMs on Instagram and Facebook
- 📅Bookings & remindersCustomers book slots themselves
- ⚡Automations & alertsThings happen by themselves
What Ora does not do
- ⚠️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.
What ca & tax firms ask us
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.
How long does it take to set up Ora for a CA or tax firm?
Most are live in an afternoon. Upload your service list, fees, document checklists and due dates as a PDF or document, or add your website, then connect WhatsApp and Instagram from Channels.
Can we keep our existing WhatsApp number?
Yes, through the official WhatsApp Business API. We help you connect it, and customers keep messaging the number they know.
What if Ora does not know the answer?
It says so and hands the chat to your team, with an alert. It only answers from what you teach it, so it does not make things up.
Is customer data safe?
Each business's data is kept separate, data is stored in India, consent is asked as India's DPDP Act requires, and we never sell data or use it to train public AI.
What does it cost?
The Free plan includes 300 AI replies a month, no card needed. A setup like the one on this page costs about ₹12,493 a month (your own bundle), before GST. Meta bills WhatsApp marketing messages directly, with no markup from us.
Let Ora handle this season's questions while your team files.
Try Ora free on your CA firm. Teach it your information in minutes and see how it answers your clients.