Skip to content
CA · Finance

Chase documents — without chasing

The work isn’t the filing. The work is the chase: the four WhatsApps to remind the client about the invoice copy, the three calls to walk them through KYC, the two days lost to "send it again". Niyog runs that chase so your associates focus on actual work.

The difference

Before vs. after Niyog

GST filings missed because the client forgot to share invoices

Scheduled reminders 7, 3, and 1 day before each filing deadline — with a single-message document collection flow
Before → After

Onboarding a new client takes 4-5 calls + 12 WhatsApp threads

Niyog walks them through KYC, document upload, and intent capture in one structured conversation
Before → After

Associate burns 2 hours a day on "can you send the bill again" follow-ups

Document collection is structured, retried, and logged — associate sees only the genuine exceptions
Before → After

Your AI team

What runs for a CA practice

Deadline Reminder

GST, TDS, advance tax, ROC, ITR — fires reminders at the right intervals per client

Document Collector

Sends a single structured WhatsApp asking for exactly what's needed, retries politely until received

Client Onboarder

New client signs up → Niyog walks them through KYC, engagement letter, and first-month document flow

Status Updater

Client asks "where is my return?" — Niyog responds with the actual current status, every time

Billing Follow-up

Invoice issued → polite, escalating reminders until paid, with full audit trail

See a real document chase, structured

Drop your WhatsApp. We send a personal WhatsApp from your AI team showing a real client onboarding and document-collection flow for a CA practice in your market. No call · No setup fee · 7-day refund.

WhatsApp