For law firms, chartered accountants and tax consultants

You are not a helpdesk. You bill by the hour.

Every deadline season the same questions flood in. What documents do you need. What is the due date. Has my filing been done. Each one interrupts work you are already being paid for.

This page shows exactly what a helper does for a firm like yours, and what it does not.

A phone filling with unanswered messages A phone shows six unread messages at 10:12 in the evening. Beside it, four customer questions sit unanswered, each marked with a red dot. 10:12 pm 6 unread GST due date this mo? Docs needed for ITR? Filing status please? Fee for a will? ...and two more
Messages arriving with nobody to answer them.

What your deadline week looks like

Every client wants to know the same thing at the same time: is it done, what do you still need from them, when is it due. You are drafting, not answering calls.

The client who cannot reach you calls their neighbour's accountant instead, and that is one less client next year.

  • → The same due-date question from every client, every month
  • → Document checklists explained one client at a time
  • → Status calls during the exact week you cannot take them

What changes

The same questions get answered from your own checklists and calendar - due dates, required documents, general fees - whatever the hour.

When someone asks about their specific case or return, it says that needs your judgement, and passes it to you rather than guessing at advice.

The part that matters: it never gives legal or tax advice on a specific case; it only shares checklists, deadlines and general information, and hands the rest to you.

The same messages, now answered Two customer questions receive immediate answers. A third falls outside what the business has written down, so it is passed to the owner instead of guessed. GST due date this mo? 20th for monthly, 30th for quarterly. Docs needed for ITR? Form 16, bank stmts, and last year's ITR. Can you take my case? Not in my list — passed on
It answers what it knows, and hands you what it does not.

“But I don’t have any documents”

You do. Every checklist, deadline calendar and fee note already answers what clients ask before they even sit down, and all of it can be searched instead of repeated.

Everyday paperwork becoming searchable Five kinds of paperwork this trade already keeps feed down into a search box, which answers a question in plain words and cites where the answer came from. Filing checklists Deadline calendars Fee notes Engagement letters Document templates What documents does a new GST client need? PAN, Aadhaar, bank proof, per checklist. You keep the paperwork exactly as you keep it now. Nothing to re-type, nothing new to learn. Figures shown are an example, not a promise.
Paper you already keep, turned into something you can ask questions of.

Questions it answers for you

Which filings are still pending. What documents a case type needs. When the next deadline falls. What a client asked before their last visit.

Questions it answers for your customers

What documents do I need. When is my filing due. Has my return been filed. What does a straightforward matter cost.

What it will not do

It will not give legal or tax advice. Anything specific to a client's case or return needs your judgement, not a form answer.

It will not file anything. It answers questions about the process. The filing, the signature and the responsibility stay with you.

It will not guess at a deadline that changed. It answers from the calendar you give it. If a due date moves, update the calendar first.

Any figures about results are marked [TO CONFIRM] until we have measured them properly for a business like yours. We would rather show you a gap than a number you cannot check.

Try it before you decide anything

Open the helper and ask it what your clients actually ask. If it looks useful for your firm, tell us your checklists and deadlines and we will set it up.

Try the helper → Tell us about my firm Email us instead

Different trade? See all of them.