Client Intake Automation for CPA Firms
Turn Website Inquiries Into Organized Client Intake.
Pragyasuite connects your website, AI-assisted intake, lead qualification, staff routing, and follow-up into one workflow — so your team spends less time chasing inquiries and more time serving clients.
Engineering team based in Pune, India — working remotely with firms across the US.
Website Visitor
Arrives with a question
AI Intake
Asks what they need
Qualified Lead
Structured, not a guess
Staff Assignment
Routed to the right person
Follow-Up
Email or appointment sent
CRM
Visible to the whole team
Your Website Gets the Inquiry. Your Team Still Has to Do the Work.
- Inquiries arrive from the website, phone, and email — with no single place they all land
- Staff manually read and qualify each one before anyone knows if it's a fit
- Leads wait for a reply because a reply depends on someone having time that day
- Information gets copied by hand between the website, inbox, and CRM
- Follow-up depends on which staff member happened to pick it up
- Managers have no visibility into how many inquiries are sitting unanswered
The workflow doesn't change who does the work that actually needs a person — it removes the manual steps in between.
One Workflow From First Question to Staff Follow-Up.
Capture
Capture website inquiries automatically, the moment they happen.
Understand
AI-assisted intake asks what the visitor actually needs.
Qualify
Collect structured information before the conversation reaches staff.
Route
Send the lead to the appropriate team member automatically.
Follow Up
Trigger email or appointment-scheduling workflows.
Track
Keep everything visible in your CRM or dashboard.
Built Around the Work Your Firm Already Does.
Tax Preparation
Collect the basic information before a staff member gets involved.
Business Formation
Route new-business inquiries to the right team.
Bookkeeping
Capture business size, bookkeeping needs, and preferred contact method.
Tax Advisory
Identify the nature of the request and route qualified prospects.
Client Onboarding
Turn approved prospects into structured onboarding tasks.
From a Website Question to a Qualified, Routed Lead.
A visual walkthrough of the actual workflow — this is a product demonstration, not a live system.
- Service
- Business Tax
- Entity
- LLC
- Priority
- New Prospect
- Assigned to
- Tax Team
- Follow-up
- Appointment link sent
Keep the Systems Your Firm Already Uses.
Pragyasuite works around your existing tools — connecting the steps that currently require manual work, rather than asking you to replace what already works.
CPA firm automation only works if it fits into what you already run — specific integrations are scoped per engagement based on what your firm actually uses today.
Your Engineering Partner for Practical Business Automation.
Direct engineering access
Work directly with the people building your system — not an account manager relaying updates.
Weekly working software
See working progress in weekly increments instead of waiting for a final handoff.
Your code. Your infrastructure.
Your system is built for your ownership, deployed to infrastructure you control — without artificial vendor lock-in.
Built around your workflow
We don't force your process into a generic software package.
Long-term support
Continue improving the workflow after launch, as your firm's needs change.
From CA Workflows to US Accounting Workflows.
This is an existing project for a Chartered Accountancy (CA) portal in India — the same underlying capability (AI-assisted visitor support that turns into structured, routed conversations) is what this page is proposing for US CPA and accounting firms.
An AI Compliance Assistant for OphiCheck's Public CA Portal
A PragyaAI-powered chatbot built into OphiCheck's public portal, answering business registration, taxation, compliance, and audit questions from a curated knowledge base, alongside a separate login for professional Chartered Accountants.
A Straightforward Path From Audit to Working Workflow.
Understand
We map your current intake workflow — where inquiries come from, and where they currently stall.
Design
We identify where automation creates the most value, without disrupting what already works.
Build
We implement the workflow around your existing systems, in weekly, demoable increments.
Improve
We measure real usage and continue refining the workflow as your firm's needs change.
Common Questions
Whether you're thinking about this as accounting firm automation, accounting client intake software, or just a better way to handle client intake automation — here's what firms usually ask before getting started.
The chat interface is just the entry point. What actually matters is what happens after — accounting firm lead qualification, routing to the right person, and follow-up — not the chat window itself.
No. This isn't a CPA lead automation tool that requires a rip-and-replace — it's built around what your firm already uses. Specific integrations are scoped based on your actual tools, not assumed upfront.
We walk through how your firm currently handles website inquiries and identify where automation would actually help. It's a conversation, not a sales pitch.
Our engineering team is based in Pune, India, working remotely with firms across the US.
It depends on scope — discussed and estimated after the audit, once we understand what your firm actually needs, not promised upfront with a generic timeline.
Find the First Workflow Worth Automating.
Tell us how your firm currently handles website inquiries. We'll map the workflow and show you where automation could fit.
Request Your Automation Audit
Tell us a bit about your firm. We'll follow up to schedule a 20-minute conversation.