Run your entire CA firm
from one platform
AutoGenIQ replaces the Excel sheets, WhatsApp groups, and scattered follow-ups your firm runs on. Track every compliance deadline, assign work, collect documents, and see exactly what your team is doing — all in one place.
30-minute walkthrough · No credit card · Built for firms of 3–100 people
Due this week
34
On track
212
Awaiting docs
18
Overdue
0
GSTR-3B — June
Mehta & Co.
TDS Return Q1
Sharma Traders
ROC Annual Filing
Kumar Industries
Income Tax Audit
Verma & Sons
One system for every compliance your firm handles
The reality of running a firm today
Your firm has outgrown its systems
Excel sheets, WhatsApp groups, emails and shared drives got you this far. But the same tools that built your firm are now quietly holding it back.
Deadlines live in someone's head
GST, TDS and ROC dates are scattered across Excel tabs and partner memory. One forgotten date becomes a penalty and an awkward client call.
Documents lost in WhatsApp
Client files arrive across chats, email threads and shared drives. Half the day goes into finding what you already received.
Endless manual follow-ups
Your team spends hours every week chasing clients for the same documents — and still things slip through.
Nobody knows who owns what
Work gets reassigned over chat and forgotten. When a partner asks for status, no one can answer without a round of phone calls.
No visibility into workload
You can't see who's overloaded and who has capacity, so work piles unevenly and your best people burn out.
Scaling feels impossible
Every new client and employee adds more chaos, not more output. Growth is capped by how much the partners can personally track.
None of this is a people problem. It's a systems problem — and it compounds with every client you add.
The operating system for your practice
One platform for your entire practice
AutoGenIQ connects your clients, your work and your team into a single system. Instead of switching between tools and chasing updates, your whole firm runs on one source of truth.
Every client, contact and engagement in one place
Compliance and tasks generated and assigned automatically
Workload, accountability and capacity across your people
Real-time picture of the firm for partners and managers
AutoGenIQ — the single system every part of your firm runs on
Nothing lives in a chat or a spreadsheet anymore. When a client is added, the right work, deadlines and reminders are created automatically — and everyone can see exactly where things stand.
Everything your firm runs on
Built for the way CA firms actually work
Ten connected modules that replace your spreadsheets, chats and follow-up chaos — each one designed to give your firm back time and control.
Compliance Calendar
Every GST, TDS, ROC and Income Tax due date for every client in one live calendar — so nothing is ever forgotten and penalties stop happening.
Recurring Workflow Engine
Monthly and quarterly filings generate themselves on schedule. Your firm never re-creates the same checklist twice.
Client Management
A complete profile for every client — contacts, engagements, status and history — so any team member can pick up work instantly.
Document Collection
Clients are reminded automatically and upload to one secure place. No more chasing the same files across WhatsApp and email.
Employee Workload Tracking
See who's overloaded and who has capacity at a glance, so work is distributed fairly and your best people don't burn out.
Task Assignment
Assign work with clear owners and due dates. Everyone knows exactly what they're responsible for — no more 'I thought you had it'.
Progress Monitoring
Track every engagement from start to filing in real time. Spot bottlenecks before they become missed deadlines.
Centralised Records
Years of client history, filings and documents in one searchable place — surviving staff turnover and audit season alike.
Partner Dashboard
A single screen that shows partners the health of the entire firm — deadlines, workload and risks — without a single status call.
Operational Reporting
Turn day-to-day activity into clear reports on productivity, turnaround and capacity to make confident decisions about hiring and growth.
From chaos to control
Up and running in days, not months
Five simple steps take your firm from scattered spreadsheets to a single, predictable operating rhythm.
Import your clients
Bring your client list in from Excel in minutes. Our team helps you migrate cleanly, so you start with everything already organised.
Generate recurring compliance
AutoGenIQ creates the full schedule of GST, TDS, ROC and Income Tax work for each client automatically — no manual calendar building.
Assign work to your team
Distribute tasks with clear owners and due dates. Everyone sees exactly what they're responsible for and by when.
Track execution in real time
Watch progress across every client and engagement. Documents, follow-ups and approvals all happen inside one system.
Meet deadlines, every time
Automated reminders and a live compliance view mean nothing slips. Your firm hits its dates consistently, month after month.
Intelligence in the background
AI where it actually matters
AutoGenIQ isn't an "AI tool." It's the system that runs your firm — with intelligence working quietly underneath to remove the tedious parts.
You stay in control of every decision. AI simply does the heavy lifting of setup, migration and pattern-spotting, so your team spends its time on clients, not data entry.
AI-assisted onboarding
Get set up faster. AutoGenIQ reads your existing client lists and sets up profiles and engagements for you, so day one feels like month three.
AI-powered data migration
Move years of messy spreadsheets into a clean, structured system. The platform maps and organises your data so you don't start from zero.
Smart recommendations
Get nudges on what needs attention — clients at risk of a missed deadline, unbalanced workloads, and documents that have been pending too long.
Operational insights
Quietly surface where your firm is losing time and where capacity is sitting idle, so partners make better decisions with less effort.
Why a purpose-built system wins
The tools you use weren't built for CA firms
Spreadsheets, chat apps and generic project tools can each do a little. Only AutoGenIQ does all of it — the way a CA practice actually needs.
| Capability | Excel | Generic PM tools | AutoGenIQ | |
|---|---|---|---|---|
| Compliance deadline tracking | ||||
| Recurring CA workflows | ||||
| Client management | ||||
| Team visibility | ||||
| Document collection | ||||
| CA-specific processes (GST/TDS/ROC) | ||||
| Workload tracking | ||||
| Deadline monitoring & alerts |
The outcome
Recover hours every week
When your firm runs on one system, the time you used to lose to chaos goes straight back into your practice — and your bottom line.
8–12 hrs
saved per employee, every week
Time taken back from follow-ups and status chasing
0
missed compliance deadlines
A live calendar means nothing slips through
2–3×
more clients per team member
Grow without growing your headcount at the same rate
Fewer follow-ups
Automated reminders chase clients and team members for you.
Real accountability
Clear ownership on every task means work doesn't fall through the cracks.
Faster turnaround
Standardised workflows move engagements from start to filing quicker.
Higher productivity
Your people spend their hours on billable work, not admin.
Lower overhead
One system replaces the cost and friction of juggling five tools.
Better client experience
Clients feel the difference when nothing is forgotten and updates are instant.
Questions, answered
Everything you need to know
Still have a question? Book a demo and we'll walk you through it with your own firm in mind.
Yes. AutoGenIQ is a practice management platform built exclusively for Chartered Accountant firms. Compliance calendars, recurring workflows and processes are designed around how CA practices actually operate — not adapted from a generic tool.
Your firm deserves better
than Excel sheets
Modernise your firm's operations with AutoGenIQ. See exactly how one platform can run your entire practice — with a walkthrough tailored to your firm.
30-minute walkthrough · No credit card required · Built for firms of 3–100 people