Your Clients Submit Documents on Time. Your Team Focuses on the Work. Your Practice Runs Without the Administrative Drag.
CA firms, CPA practices, and audit firms run complex, deadline-driven engagements across dozens or hundreds of clients simultaneously. Document collection bottlenecks, missed deadline reminders, scattered client communication, manual billing follow-up, and untracked audit visit schedules consume hours that should go into actual advisory, tax, and assurance work. Round Infinity puts every client engagement, document workflow, appointment, billing cycle, and internal team operation on one AI-powered platform — so your practice delivers a more professional client experience while your team spends less time on coordination.
Public Accounting & CA Firms
CPA & Public Accounting Practices
Audit & Assurance Firms
Tax Advisory & Compliance Firms
CFO Advisory & Financial Consulting Practices
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What Round Infinity automates for CPA, CA & Audit firms:
✓Client Onboarding & KYC — New client intake, conflict of interest checks, KYC document collection, identity verification, and engagement letter dispatch — structured and automated from day one
✓Document Collection & Tracking — Structured document checklists sent to clients per engagement type; automated reminders for missing items; all documents received, tracked, and stored in the client record
✓Deadline & Compliance Campaigns — Tax filing deadlines, audit completion milestones, and regulatory compliance dates communicated to clients automatically via WhatsApp and email well in advance
✓Audit Site Visits & Scheduling — On-site audit visits scheduled and confirmed with clients; auditors dispatched with visit details; digital sign-off and visit reports captured on-site
✓Billing & Fee Collections — Retainer invoices, milestone-based billing, and ad-hoc fee invoices generated automatically; payment links sent via WhatsApp; overdue follow-up without manual chasing
✓Team & Practice Operations — Timesheet capture, leave approvals, staff onboarding, expense claims, internal approvals, and vendor invoice processing across all practice functions
60%
Faster Document Collection With Automated Client Checklists
50%
Reduction in Internal Admin & Coordination Time Per Engagement
40%
Faster Fee Collection With Automated Invoice Follow-Up
The Complete Client Engagement Journey for Accounting & Audit Firms
From the first inquiry and KYC to document collection, engagement delivery, audit visits, billing, and annual renewal — every step tracked and automated.
Client Inquiry & Onboarding
1
Prospect inquiry received — via website form, WhatsApp, phone, or referral; AI agent captures contact details, type of engagement required (audit, tax, advisory), and business details; discovery call booked automatically with the relevant partner or manager.
2
Conflict of interest check and client acceptance completed — new client screened against existing client list for conflicts; acceptance workflow routed to the responsible partner for sign-off; outcome recorded with full audit trail before any work begins.
3
KYC and identity verification initiated — client receives a structured KYC document request via WhatsApp and client portal; identity documents, business registration, and tax identification details collected and verified automatically; exceptions flagged for manual review.
4
Engagement letter prepared and signed digitally — engagement letter generated from the agreed scope and fee structure; sent to client via portal and WhatsApp; signed digitally by client and partner; engagement officially opened; retainer invoice or advance payment link sent on signing.
Document Collection & Work Initiation
5
Structured document checklist sent to client — based on engagement type (statutory audit, tax filing, indirect tax compliance, advisory), a pre-configured document checklist is sent via WhatsApp and client portal; client uploads directly to the portal; each uploaded item tracked against the checklist.
6
Automated reminders sent for missing documents — documents not received by defined dates trigger WhatsApp reminders to the client contact automatically; escalation to a senior contact if items remain outstanding beyond the deadline; no manual follow-up required from the team.
7
Engagement team assigned and internal kickoff completed — partner, manager, and associate assigned to the engagement; work plan and deadlines configured in the system; team notified of their responsibilities and the client's document submission status.
Engagement Delivery & Client Communication
8
Client queries handled via ticketing and AI self-service — client raises a query via WhatsApp, email, or client portal; routed to the responsible team member with the full engagement context; AI bot handles common queries (document status, filing deadlines, payment receipts) 24/7 without staff involvement.
9
Engagement milestones tracked and client notified — key milestones — draft report ready, client review required, final sign-off pending — trigger automated WhatsApp notifications to the client; client feedback or approval captured through the portal without email chains.
10
Deliverable submitted to client for review — draft financial statements, audit report, or tax computation uploaded to the client portal with a review deadline; client notified via WhatsApp; comments or queries raised through the portal and routed back to the team; revised version resubmitted on resolution.
Audit Site Visits & On-Site Work
11
Audit visit scheduled and confirmed — on-site audit or client-premises visit booked against auditor and client availability; client receives appointment confirmation via WhatsApp with visit agenda and document requirements; auditor receives visit details and prior-year notes on mobile.
12
Auditor arrives and visit executed — auditor checks in via mobile app; GPS location logged for timesheet and compliance purposes; audit evidence, observations, and exceptions recorded digitally during the visit; client representative signs off on visit completion via digital signature.
13
Visit report generated and shared — site visit summary, findings, and action points compiled automatically from the auditor's field notes; shared with the client and the engagement partner; exceptions flagged for follow-up; next visit scheduled if required.
Deadline Campaigns & Compliance Reminders
14
Tax and compliance deadline campaigns executed automatically — tax filing deadlines (income tax, corporate tax, sales tax, payroll compliance), audit completion dates, and regulatory compliance milestones communicated to the relevant clients via WhatsApp and email well in advance; clients with missing documents or pending approvals receive targeted reminders with direct action links.
15
Proactive advisory campaign sent to clients — regulatory changes, new compliance requirements, or budget announcements that affect client categories trigger targeted advisory communication; relevant clients notified automatically; follow-up consultation booking offered with a direct scheduling link.
Billing, Collections & Renewal
16
Invoice generated and sent automatically — on milestone completion or at the billing date, invoice generated with service description, time summary, and disbursements; sent via WhatsApp and client portal with a direct payment link; receipt delivered digitally on payment.
17
Overdue invoice follow-up executed without manual effort — payment reminders sent at 7 and 3 days before due date; overdue accounts trigger an automated escalation sequence via WhatsApp; partner notified if account remains unpaid beyond the defined threshold.
18
Annual engagement renewal initiated proactively — 60 days before engagement year-end, renewal proposal and updated fee discussion workflow triggered; client satisfaction survey sent on closure; satisfied clients added to a proactive engagement campaign for expanded services.
Every Accounting & Audit Practice Workflow — Automated
From KYC and document collection to audit scheduling, billing, compliance campaigns, and internal team management — one connected platform.
📄 Client Onboarding & KYC
- New client intake across all channels with AI-assisted data capture
- Conflict of interest check and partner acceptance workflow
- KYC document collection with AI-powered identity verification
- Engagement letter generation and digital signature collection
- Client record created with full engagement and interaction history
📋 Document Collection & Management
- Pre-configured document checklists per engagement type — audit, tax, indirect tax, advisory
- Client self-service portal for document upload, tracking, and query submission
- Automated WhatsApp reminders for missing or expired documents
- Escalation to senior contact if documents remain outstanding beyond deadline
- Secure document repository per client with version control and access audit trail
📅 Audit Site Visits & Scheduling
- On-site audit and client visit scheduling with automated confirmation via WhatsApp
- Auditor dispatch with mobile app access to visit agenda, prior-year notes, and document checklist
- GPS-based check-in and timesheet capture for compliance and billing
- Digital visit report generation from field notes with client sign-off
- Follow-up action tracking and next visit scheduling from closure
💬 Client Communication & Query Management
- AI chatbot for common client queries — document status, deadline dates, payment receipts — 24/7
- Structured ticketing for client queries routed to the right team member with full engagement context
- Milestone completion notifications and deliverable review requests via WhatsApp
- Meeting scheduling and agenda distribution automated across all client touchpoints
- Client satisfaction survey triggered automatically on engagement closure
🔠 Deadline & Compliance Campaigns
- Tax season campaigns — income tax, corporate tax, sales tax, and payroll compliance deadlines communicated per client category
- Regulatory change alerts and advisory notifications targeted by client industry and tax profile
- Audit completion and sign-off deadline reminders with client action links
- Engagement renewal campaigns triggered 60 days before year-end
- Multi-touch WhatsApp and email sequences with automated follow-up
💳 Billing & Fee Collections
- Retainer, milestone, and time-and-materials invoice automation
- Payment link delivery via WhatsApp with due date and service breakdown
- Automated overdue reminders at 7, 3, and 1 day intervals with escalation
- Disbursement and out-of-pocket expense tracking per engagement
- Revenue analytics by partner, engagement type, client, and service line
👨💻 Team & Practice Operations
- Timesheet submission, approval, and utilization tracking per engagement
- Leave, travel, and expense claim workflows with manager approval routing
- Staff onboarding — offer letters, document collection, induction, and asset provisioning
- Internal procurement and vendor invoice processing for practice expenses
- Resource allocation and team capacity visibility across all active engagements
📚 Knowledge & AI Self-Service
- Practice knowledge base — tax law updates, audit standards, compliance FAQs
- AI-powered semantic search for staff to retrieve relevant guidance during engagements
- Client-facing knowledge base for common queries surfaced through the self-service portal
- Knowledge articles updated from recurring query patterns without manual authoring
- Separate knowledge bases per practice area — audit, tax, indirect tax, and advisory
⚙️ Document Automation & Compliance
- Engagement letter, management representation letter, and standard report generation from templates
- Digital signature collection on all client-facing documents with timestamped audit trail
- Supplier contract and NDA management for practice vendors and subcontractors
- Regulatory filing tracker by client with deadline alerts and status dashboards
- Audit evidence repository with access controls and retention policy enforcement
Why Round Infinity Fits CPA, CA & Audit Firms
Accounting practices operate under deadline pressure, compliance obligations, and client expectations that demand a more structured, automated approach to every engagement and internal function.
🕑 Deadline-Driven by Design
- Every engagement configured with its compliance deadlines, document collection dates, and billing milestones — tracked automatically
- Clients reminded proactively so your team is never chasing documents at the last minute
- Outbound campaigns inform the right clients about the right deadlines without manual segmentation
🌐 Works Across Every Practice Area
- Statutory audit, internal audit, tax compliance, indirect tax, advisory, and CFO services — each with its own document checklists, workflows, and billing rules
- Multi-partner, multi-office, and multi-geography practice management from one platform
- Client portal gives each client visibility into their own engagements without exposing others
📄 Compliance-Grade Audit Trail
- Every client action, document submission, approval, and communication timestamped and stored
- Digital signatures on all client-facing documents with tamper-evident records
- Access controls and data retention policies enforceable per engagement type and regulatory requirement
Build Custom Practice Applications — No Coding Required
Configure workflows, portals, and client-facing applications specific to your practice without any development effort.
- Client Self-Service Portal for Document Upload & Query Tracking
- Annual Statutory Audit Planning & Scheduling Workflows
- Tax Filing & Compliance Deadline Tracker by Client & Jurisdiction
- Subcontractor & Article Clerk Onboarding Portals
- Partner & Referral Network Management Workflows
- Engagement Profitability & Realization Rate Dashboards
- Regulatory Filing Status Tracker Across All Clients
- Client NPS & Satisfaction Tracking Portal
- Internal Training & CPD Compliance Tracking for Staff
- Practice-wide WIP (Work-in-Progress) & Billing Pipeline Dashboards
Run a More Organized, More Profitable, More Client-Centric Practice.
Your clients submit documents on time, stay informed through every engagement, and experience a professional firm that operates like a larger one.
Your team spends time on actual accounting and audit work instead of chasing documents, sending reminders, and tracking invoices manually.
Your partners get real-time visibility across every engagement, utilization, billing pipeline, and client relationship from one dashboard.