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Voice AI Agent
An AI voice agent for CA and finance firms: answer every call
Plenty of a CA firm's customers still pick up the phone — and a call that rings out often goes to whoever answers next. An AI voice agent picks up every call, on your existing number, in the caller's language, and does the same work your front desk does on the phone. Here is what that covers for CA and finance firms.
RRiya · ReputooUpdated 25 September 202610 min read
✓ Fact-checked against Meta’s WhatsApp rate card and vendors’ own pricing pages
Why the phone still matters for CA and finance firms
These problems usually start with a call nobody took:
Compliance deadline reminders done manually. Calling 200 clients for GST 3B every month. WhatsApp reminders reach all of them in 2 minutes.
Document collection chaotic and delayed. "Please send bank statements, TDS certificates, and purchase invoices" — chased over calls for 2 weeks. WhatsApp checklist collects in 3 days.
New tax notices and advisory not shared proactively.
Calls spike in the weeks before each deadline, when the partners have the least time to take them.
How the voice agent answers CA firm calls
Chapter 02
Who calls a CA firm
Clients asking whether documents arrived and when their return will be filed, clients who received a notice, and new clients wanting ITR or GST help. Deadline weeks bring the most calls, exactly when the team is busiest preparing returns.
Chapter 03
Calls the agent handles
Vajra, Reputoo's voice agent, runs the same workflows over the phone that the WhatsApp agent runs in chat:
Compliance calendar → automated reminders — Pre-set GST, ITR, TDS, ROC deadlines. Reminders go to relevant clients 15, 7, and 3 days before.
Document collection checklist on WhatsApp — Client receives document checklist via WhatsApp. Sends documents in the same chat. Auto-acknowledged.
Filing confirmation with ARN/acknowledgement — Once filed, client receives WhatsApp with filing confirmation, ARN, and date for their records.
Tax advisory and regulatory update broadcasts — New budget changes, section amendments, and GST rate changes broadcast to affected clients instantly.
After each call the caller can get a WhatsApp message with the details, and staff see the call in the call log.
Chapter 04
A status call
Example call — names and details are placeholders.
Agent: Good morning, Sharma & Associates. This is the firm's assistant. How can I help?
Caller: Has my ITR been filed?
Agent: Your ITR for the year is prepared and waiting for your approval — the summary was sent to your WhatsApp yesterday. Once you approve, we'll file and send the acknowledgement.
Caller: Okay, I'll check.
Agent: I've resent it just now. Thank you.
Chapter 05
Languages, hours and handover
36 languages, switching to the caller's — useful where customers mix languages in one sentence.
After hours it takes the booking or the message instead of letting the call ring out.
Live transfer to a staff member when the caller asks for one or the call needs a person.
Outbound calls for reminders and follow-ups, within the calling hours you set. Deadline reminders ahead of each due date, document requests early enough to file on time, and filing confirmations the day they are done.
What stays with your staff: Advice on a client's specific tax position, notices and scrutiny, and fee discussions stay with the CA.
Chapter 06
What stays with the CA
Tax advice and planning.
Notices and scrutiny.
Fee discussions.
Anything requiring professional judgement.
Chapter 07
What it costs
A monthly voice add-on of ₹1,999 (or $29) on top of your Reputoo plan, plus call minutes billed from a prepaid wallet at ₹4–12 a minute depending on the number and route.
Compare that with the cost of the calls going unanswered, or with the hours staff spend on routine calls, and decide from your own call volume.
Meta's per-message prices in India (rate card dated October 1, 2026), before GST. Reputoo adds no markup.
Chapter 08
New-client calls
The agent explains services and fees, takes the caller's needs — ITR type, GST, incorporation — and books a consultation, sending the document checklist to WhatsApp.
Chapter 09
Notice calls
A caller who received a notice is told the firm will review it urgently, asked to send it on WhatsApp, and booked for a callback from the CA the same day.
Chapter 10
What it costs for a firm
In deadline season a firm might take 45 calls a day at about two minutes each — around 90 minutes a day, roughly 2,700 a month. At ₹4–12 a minute from the prepaid wallet that is ₹10,800–₹32,400 a month in minutes, plus the ₹1,999 monthly add-on.
Chapter 11
Setting up the firm line
Connect client calendars and filing status; load checklists and services.
Choose forwarding: unanswered, deadline season or all calls.
Test a status call, a new-client call and a notice call.
Chapter 12
Document-status calls
Clients call to check whether their documents arrived. The agent reads what has been received and what is missing, and sends the checklist to WhatsApp so they can send the rest.
Chapter 13
Refund calls
Clients call about refunds. The agent reads the last status the firm recorded and explains that timing is the department's, booking a team call if it seems stuck.
Chapter 14
Bookkeeping clients' calls
Business clients call about monthly books and payroll. The agent confirms what has been received for the month and when the books will be closed.
Chapter 15
DSC calls
Clients call when a DSC is expiring or has expired. The agent explains the renewal documents and books the renewal, marking it urgent if a filing is due.
Chapter 16
Languages
Clients call in the language they are comfortable in; the agent follows and keeps technical terms as clients use them.
Chapter 17
Privacy
The agent shares filing and financial details only with the client's registered number, and never confirms to others whether someone is a client.
Chapter 18
The greeting and the goodbye
Answer with the firm's name, say the caller is speaking to the firm's assistant, and end with what happens next and that details are on WhatsApp.
Chapter 19
Measuring
Compare calls that reached staff in deadline weeks, status calls answered by the agent, and consultations booked, before and after.
Chapter 20
Advance-tax calls
Clients call around advance-tax dates asking how much to pay. The agent explains that the CA will estimate it, books a call before the due date, and sends the documents needed to WhatsApp.
Chapter 21
Investment-proof calls
Salaried clients call about proofs for their employer. The agent explains the usual proofs for their previous deductions and sends the checklist to WhatsApp; new deductions go to the CA.
Chapter 22
Business urgencies by phone
Business clients call about blocked e-way bills or rejected e-invoices. The agent takes the details, asks for screenshots on WhatsApp, and marks the issue urgent for the team.
Chapter 23
Scam-check calls
Clients call to ask whether a refund message or call was genuine. The agent explains the firm never asks for OTPs or passwords, asks them to forward the message on WhatsApp, and books a CA callback.
Chapter 24
Setting the voice
A calm, professional voice suits a CA firm. Review call summaries in the first season and adjust for the questions clients ask most.
Chapter 25
Certificate-request calls
Clients call for ITR copies or CA certificates for loans and visas. The agent records the request, explains the timeline and the documents needed, and sends the checklist to WhatsApp.
Chapter 26
Audit-client calls
Audit clients call about the schedule and pending queries. The agent reads the audit status and books a call with the audit team for anything substantive.
Chapter 27
NRI callers
NRI clients call from abroad at their convenient time. The agent answers status and document questions and books a CA call at a time that works across time zones.
Chapter 28
Callers who want their CA
Most clients have a CA they trust. The agent transfers when the CA is free, or books a callback, noting the question so the CA is prepared.
Chapter 29
Approval calls
Clients call about the summary sent for approval. The agent explains the process, resends it to WhatsApp, records a clear approval if given, and books the CA for questions about the figures.
Chapter 30
New-business calls
New business owners call about GST registration or incorporation. The agent explains the general steps and documents and books a consultation with the CA.
Chapter 31
Evening and weekend calls in season
In deadline weeks clients call after office hours. The agent answers status and document questions and takes messages, so the team starts the next day with a clear list.
Chapter 32
Weekly review
Partners review call summaries weekly in deadline season to catch notices, urgent issues and clients at risk of missing dates.
Chapter 33
Company-client calls
Company clients call about ROC and annual filings. The agent reads due dates from their calendar, sends the document list to WhatsApp, and books the CA or company secretary for decisions.
Chapter 34
Early-filing calls
Salaried clients call asking when to send documents. The agent asks them to send Form 16 and proofs as soon as they have them, sends the checklist to WhatsApp, and confirms the firm will file early.
Chapter 35
Deadline-week calls
In the last days before a deadline, the agent tells callers exactly what is still missing and whether their filing can be completed in time, and flags at-risk clients to the team.
Chapter 36
Payroll-client calls
Payroll clients call about the month's salary register and TDS. The agent confirms what has been received and when the workings will be ready, and books the payroll team for specific questions.
Chapter 37
Notice follow-up calls
Within the hours you set, the agent can call clients who received a notice but have not sent a copy yet, reminding them of the reply deadline and asking them to share it on WhatsApp.
Chapter 38
Frequently asked questions
Can a CA firm keep its existing phone number?
Yes. Calls can be forwarded from your current number to the agent — all of them, only when unanswered, or only after hours — so customers keep dialling the number they know.
Does an AI voice agent sound robotic?
Vajra uses natural-sounding voices in each supported language. Tell callers at the start that they are speaking with an AI assistant, and let them ask for a person at any time — being upfront costs nothing and keeps trust.
Can the voice agent tell a client if their return is filed?
Yes, from the filing status, and it resends the acknowledgement or approval summary to WhatsApp.
Does the voice agent give tax advice?
No. It books the CA for advice, planning and notices.
How much does an AI voice agent cost a CA firm in India?
A ₹1,999 monthly voice add-on plus call minutes at ₹4–12 a minute from a prepaid wallet. A firm with about 90 minutes of calls a day in season would spend roughly ₹10,800–₹32,400 a month on minutes.
Can the voice agent tell me if a refund message is genuine?
It explains that the firm never asks for OTPs or passwords, asks you to forward the message, and books a CA callback.
Will callers know they are speaking to an AI assistant?
They should — the greeting says so, and the CA is available for advice and anything more.
Can the voice agent request a certificate for my loan?
Yes. It records the request and sends the checklist; the CA issues it after verification.
Can I approve my return by phone?
The agent records a clear approval and resends the summary; questions about figures go to your CA before filing.
Can the voice agent tell a company when its ROC filing is due?
Yes, from its compliance calendar, and it sends the document list to WhatsApp.
Can the voice agent remind clients about notice deadlines?
Yes, within your calling hours, asking them to share the notice on WhatsApp before the reply deadline.
Can I broadcast tax advisory updates to all clients at once?
Yes. When new budget sections, GST rate changes, or important rulings come out, broadcast to affected clients via WhatsApp. CAs who share proactive advisory build significantly stronger client relationships.
Can I manage client billing and fee reminders via WhatsApp?
Yes. Monthly invoice with payment link sent via WhatsApp to each client. Fee reminder sequences for overdue bills go out automatically. Most clients pay within 24 hours of a WhatsApp invoice.
R
Written by Riya · Reputoo. Riya writes Reputoo’s guides on the WhatsApp Business API, chatbots and voice AI for Indian businesses. Prices are checked against Meta’s published rate card (25 September 2026); competitor details come from each vendor’s own site.
