AI voice agents for CA and tax firms

Yes. Outpero's AI voice agent handles CA and tax firms calls end to end — running document-collection and deadline-reminder campaigns to existing clients ahead of every filing date. It works 24 hours a day in Hindi, Telugu, Tamil, Marathi, Kannada, Malayalam and English, switching to English the moment the caller does.

For CA and tax firms, an Outpero AI employee will run campaigns in June and July asking salaried clients for Form 16, rent receipts, investment proofs and capital-gains statements; remind GST clients before each return due date to share sales and purchase invoices; send the document checklist and upload link over WhatsApp during the call; call new enquiries on tax-filing platforms within 30 seconds and book a slot with a tax expert. Every call is recorded, transcribed and summarised automatically.

Outpero has no setup fee and no monthly base fee — you pay only for connected talk time, from ₹5 per minute (1 credit = ₹1, credits never expire), plus ₹649/month for a dedicated calling number. A full-time telecaller doing the same job costs around ₹18,000 a month, works one shift and handles one call at a time. Prices exclude 18% GST.

Under 30 seconds from the enquiry landing. That matters here because tax practices and filing platforms run on deadlines: individual ITR filing, usually due 31 July, monthly GST returns, quarterly advance tax and the TDS calendar. The bottleneck is rarely the filing itself — it is chasing clients for Form 16, AIS checks, bank statements and invoices. Staff spend July on the phone instead of preparing returns. Chartered accountants also face ICAI rules restricting solicitation, which shape who can be called.

ICAI's Code of Ethics restricts chartered accountants from soliciting clients or professional work. Calling your existing clients about their own filings is service, not solicitation, and that is where most practices use the agent. Cold-calling prospects is a different matter for a CA firm. Tax-filing platforms that are not CA firms work under different rules, but should still call only people who enquired.

No. It does not decide which tax regime suits a client, whether a deduction applies or how to treat capital gains. It collects documents and information, confirms deadlines and books time with the CA or tax expert. If a client asks a technical question, the agent notes it so the preparer addresses it while filing, which also keeps your advice documented in one place.

Keep a checklist sheet per client — Form 16 received, AIS checked, bank interest certificates, capital-gains statement — and the agent reads it live during the call, asking only for what is missing. When a client says they have sent something, it records the promise and date. Your team updates the sheet as documents arrive, and the next campaign skips completed items.

Often, yes. Employers must issue Form 16 by 15 June, so most practices start then, with a first campaign for documents and a second in early July for stragglers. Starting earlier for business clients spreads the workload further. Bulk campaigns can reach several hundred clients in a day, so the real limit is your team's preparation capacity, not reaching people.