For Chartered accountants
Partners on advisory; systems do the chasing.
Practical AI and operational systems shaped around how chartered accountants actually work.
Partners on advisory; systems do the chasing.
The problem we see
Status lives in several sheets and one person's head, the same papers are asked for three times, and the fee is still outstanding after the work is signed.
What we do about it
- Put what every client still owes on one live list, with reminders that go where that client already replies
- Give every engagement an owner, a stage and a due date, built from the sheets the practice already keeps
- Track what is billed against what is recovered, and surface anything holding up a signature early
Make a start
Talk it through on a free call.
What changes afterwards
September and October stop being a fire drill
What an article knew does not leave when they do
Fees get followed up without anyone remembering to
Common questions
What does one7x actually build for a CA firm?
The practice work around the professional work: one intake for every new client so the engagement letter and the KYC request go out on their own; one live list of what each client still owes, with reminders on the channel they already reply to; an owner, a stage and a due date on every engagement; and billing tracked against recovery. It is built on the sheets, Drive and WhatsApp the practice already runs, so nobody has to move to a new system.
Is this software we buy, or a service?
A service. one7x looks at how the practice actually runs, finds where the partner hours are going, then builds and runs that piece with your team and hands it over. There is no licence to buy and no product to subscribe to.
Does this replace our return software or our practice suite?
No. Your return preparation and filing software stays exactly where it is. one7x automates the admin around it — document collection, status, allocation, billing and recovery — which is the work that sits between those tools rather than inside them.
Have you done this for a CA firm before?
We are not going to claim a CA practice we have not done. What we can say is what the method is: one stage first, mapped against how your own firm runs, tested on your own live engagements rather than on a demo. Ask us on a call and we will tell you plainly where we have and have not worked.
Where does our clients’ data live?
On your own systems. one7x is not a shared platform — it builds on the tools you already use, so nothing is copied into a database one7x holds and client records stay under your own confidentiality obligation.
How does an engagement start?
One stage first, not the whole practice. Fixed price, agreed before anything is built, so the first piece of work is small enough to judge on its own.
What this usually starts with
Let’s talk about your situation.
A free intro call, to find where your kind of business loses time and money, and where to start.
After it, a paid assessment is a fixed fee of ₹1,50,000 plus GST. The build is quoted once scope is agreed.
Book a Strategy Call