It starts when…
- Filing calendar
- Client upload
I06Vertical specialists
AI ca practice document chaser for small business CA practice document chaser. Collects documents from a CA's clients so returns are filed on time.
- 5 tasks
- 2 it does alone
- 3 need your OK
10:425G
CCA practice document chaserWorking · I06
⚡ Filing calendar
✓Send each client a document checklist before…
✓Chase missing documents politely
10:41 amNEEDS YOUR OKCollect files on WhatsApp and file them by client and period
ApproveChange
🔔 Alert to the ownerClient documents pending near deadline10:42 am
Message CA practice document…
Sample of the agent's work, drawn from its real task list.
01In plain words
How the AI ca practice document chaser works
The AI ca practice document chaser is an Autowhat agent for small businesses that collects documents from a CA's clients so returns are filed on time. It does 5 defined tasks — 2 on its own and 3 only after the owner's OK — in WhatsApp, Google Drive, practice sheets.
It does the work
- Send each client a document checklist before…
- Chase missing documents politely
It asks you before…
Fee reminders
02Every task
5 tasks, each one marked.
- Send each client a document checklist before deadlinesDoes it alone
- Collect files on WhatsApp and file them by client and periodNeeds your OK
- Chase missing documents politelyDoes it alone
- Track status of every client returnNeeds your OK
- Send fee reminders after filingNeeds your OK
Works in
- Google Drive
- practice sheets
Alerts you when
- Client documents pending near deadline
You'll know it's working by
Documents received on time
Who it is for
CA and tax practitioner firms
Takes over routine work from
Article assistant time
03How much it may do
Safe by design, in two plain labels.
Runs on its own
It runs routine work end to end and reports in the daily briefing; risky steps still need you.
Records
It updates registers and sheets, with an audit log of before and after values.
On the phone
Runs today on Autowhat's Android agent (early access), on a business phone. How the phone agent works →
Every agent also reads back actions, keeps an audit log, asks when unsure, learns from your corrections, reports in the daily briefing and stops on the kill switch.
FAQAI ca practice document chaser
Quick answers
What does an AI ca practice document chaser do?
The AI ca practice document chaser is an Autowhat agent for small businesses that collects documents from a CA's clients so returns are filed on time. It does 5 defined tasks — 2 on its own and 3 only after the owner's OK — in WhatsApp, Google Drive, practice sheets.
What does the AI ca practice document chaser ask me before acting?
It asks before: Fee reminders. It reads the action back in one message and waits for your yes; routine steps run within the limits you set.
Which apps does the AI ca practice document chaser work in?
It works in WhatsApp, Google Drive, practice sheets. No new software is needed; it uses what the business already has.
Who is the AI ca practice document chaser for?
It is built for cA and tax practitioner firms. It takes over routine work from article assistant time, while people keep the judgement calls.
Does the AI ca practice document chaser run on a phone?
Runs today on Autowhat's Android agent (early access), on a business phone. See the Android X page for how the phone agent works.
05Hire it
Put the AI ca practice document chaser to work. We set it up in your apps.
A 30-minute working session: an engineer maps this agent to your phone, WhatsApp and the apps it needs, and agrees what it must ask you before.