N° 01 · For Indian CA firms
LedgerVault gives your CA firm an agent that classifies documents, runs compliance cross-checks, and drafts client messages and statutory forms. You review and approve every regulated action — in seconds, not hours. More clients per CA, without surrendering the professional judgment your FRN depends on.
The loop
The agent
An always-on agent watches each engagement — classifying documents, running compliance cross-checks, drafting client messages and statutory forms. It executes nothing on its own.
The Chartered Accountant
Every draft lands in the CA’s approval queue with the evidence attached. Approve, edit, or hold in one tap. Professional judgment stays human — by design, not by toggle.
The client
Clients receive polished, CA-approved messages on their own channel — Telegram, WhatsApp or email — and confirm through a signed link. No app to install.
60–70%
of routine junior-CA work handled by the agent
~2 min
CA review time on the canonical TAN workflow
76
document types classified automatically
100%
of filings reviewed and approved by a CA
From the moment a document lands to the moment a return is filed — every step is captured, checked and supervised.
Ingest by email, Telegram, WhatsApp or upload. OCR, then classify into 76 CA document types across GST, TDS, income tax, ROC, audit, KYC and banking.
Agents check the corpus for duplicate TANs, GSTIN–PAN mismatches, ITR vs Form 26AS gaps, missing GSTR-3B periods and late TDS — and flag each with evidence.
A multi-prompt orchestrator drafts the client message and the statutory form end to end. Nothing reaches a government portal without a CA’s sign-off.
The CA reviews a pre-built draft plus evidence — not a blank form. Approve in seconds. Every override becomes training data for the firm’s own model.
Clients talk where they already are; the firm supervises from one console. Signed approval links, full conversation history, no group-chat sprawl.
ICAI §144 independence checks run at engagement creation. Statutory retention bands — 8-year Companies Act, 6-year GST, 5-year KYC — are tracked automatically.
Every access, decision and send is recorded and retained. Peer-review ready, with two-level tenant isolation per firm and per engagement.
Thirteen dedicated surfaces — from Firm Partner to Article to business client — so each role sees only the agent activity and approvals that concern them.
Role-tuned dashboards meet each person where they work — so they see only the agent activity and approvals that concern them. Here is what changes.
Firm Partner · Practice Lead
More capacity without more headcount; portfolio-wide risk surfaced early; a preview window to build trust before anything goes out.
Senior Manager · Reviewing CA
Review the agent’s draft with evidence instead of drafting from scratch. A 30-minute task becomes a 30-second decision.
Article · Intern
The agent handles classification and data entry. Your trainees learn by reviewing professional judgment, not by doing the grunt work.
Admin Support
Documents route themselves to the right engagement. Chasing, follow-ups and filing are tracked, not remembered.
And your clients get a dedicated portal — one channel, signed approvals and a clear status across every entity — handled by the agent, with no extra work from your team.
A real workflow — a duplicate TAN detected, surrendered and filed — start to finish. The CA spends about two minutes; today it takes one to two hours.
A document arrives by email or Telegram. The agent classifies it in seconds.
It cross-checks the engagement’s corpus and detects the issue — say a duplicate TAN — with a side-by-side evidence packet.
It drafts the client message and the statutory form, and posts both to the CA’s approval queue.
The CA reviews in about thirty seconds, then approves or edits.
The client confirms through a signed link, on their own channel.
The CA reviews the final form and files. Every step is audited.
A qualified CA approves every regulated action. The agent never auto-files — not even at full confidence. That is what keeps a firm’s FRN safe.
Documents and mail stay in ap-south-1. DPDPA-aligned handling, with an ISO 27001 / SOC 2 trajectory for enterprise diligence.
Two-level tenant isolation per firm and per engagement, PII encrypted at rest, and a complete audit trail of access and decisions.
Every firm starts on Free — no card, no trial clock. Move to Standard when you cross ten clients, and talk to us when you outgrow a hundred. Reads, exports and your audit trail are never gated.
For solo practitioners getting started.
₹0forever
Up to 10 clients · 5 staff seats
For growing firms running a full client book.
₹2,499/ month
or ₹24,999 / year · save 17%
Up to 100 clients · 25 staff seats
For multi-partner firms and networks.
Let’s talk
Up to Unlimited clients · Unlimited staff seats
Prices in INR, billed via Razorpay (UPI Autopay, cards, net-banking). Annual billing saves ~17%. GST extra where applicable.