CA Firm Automation Suite for Onboarding, Alerts, and Follow-UpsCA Firm Automation Suite for Onboarding, Alerts, and Follow-Ups
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Uzair's avatar
Uzair Ahmad
• 1d
CA Firm Automation Suite — Complete. 5 Stages. 9 Days.
Started with a problem. Finished with a system.
✅ Stage 1 — Client onboarding: form to folder in seconds ✅ Stage 2 — FBR & SECP alerts: 7, 3, 1 day warnings, every client ✅ Stage 3 — Invoice follow-ups: 3 escalating reminders, auto-stop on payment ✅ Stage 4 — Tax data collection: automated document requests with checklist ✅ Stage 5 — New client outreach: personalised emails based on pain point
Built by a 20-year-old CA student who knows this industry from the inside.
Zero per-month cost. Runs free on n8n + Railway.
Looking for the first CA firm to implement this. If that’s you — let’s talk.
N8NAI AutomationBusiness Workflow AutomationEmail AutomationGmailGoogle Sheets
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Sabin's avatar
Sabin Mainali
• 7h
Auto-stop on payment is the part most invoice reminders get wrong. How does the flow know an invoice is paid: a webhook from the accounting tool, or a status someone updates in the Google Sheet? With the sheet, a reminder can still go out between the payment and the update.
Uzair's avatar
Uzair Ahmad
• 3h
Great question, and you’re right, the sheet approach has a race condition.
Currently it’s manual: firm marks the invoice “Paid” in the sheet, and the daily check skips anything that isn’t “Sent”, “Followup 1”, “Followup 2”, or “Followup 3”. So a reminder can still fire in that...
Kapil's avatar
Kapil Chauhan
• 6h
For the tax document checklist, I'd match uploads to both the client and tax period before marking an item complete. How do you handle a client uploading last year's statement or a replacement after the checklist has already cleared?
Uzair's avatar
Uzair Ahmad
• 3h
Exactly the edge case I’m working through. Right now the system tracks at the client level, not the document level, so a replacement upload doesn’t retrigger the checklist.
The proper fix is matching by both client ID and tax period before marking complete, so if a client...
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