CA Firm Automation Suite for Client Onboarding and Follow-UpsCA Firm Automation Suite for Client Onboarding and Follow-Ups
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CA Firm Automation Suite. Built by a CA Student Who Gets It
I’m 20. I’m studying CA. And I got tired of watching accounting firms waste hours on work that automation handles in seconds.
So I built it myself.
No agency behind me. No team. Just deep knowledge of how CA firms actually operate, and n8n running free on Railway.
What’s live right now (Stage 1): Client submits one form → master sheet updated → Drive folder created → welcome email sent → owner notified. Fully automatic.
What’s coming: → FBR & SECP deadline alerts → Invoice follow-up sequences → Tax data collection & calculations → New client outreach automation
This isn’t a generic automation package. This is built around the exact pain points of CA and CPA firms _ the 11 PM deadline panic, the client who never sends documents, the invoice that needs 6 follow-ups.
If your firm needs this — I’m available. Let’s talk.
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StackShortlist's avatar
Building from inside the domain is a real edge. Form to sheet to Drive to email is exactly the boring work firms will pay to stop doing. What is Stage 2?
Uzair's avatar
Stage 2 is the one that keeps CA firms up at night.
FBR & SECP deadline tracker, every filing date for every client, automated alerts to both the firm and the client, escalating reminders as the deadline gets closer.
No more “we missed the filing because nobody checked the...
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