CA Firm: Compliance & Practice Pack Official

Professional Servicesv1.0.014 components

Complete operating system for a Chartered Accountant practice. Tracks clients, engagements, statutory deadlines, and IT/GST notices. Includes AI agents for notice triage, GST reconciliation, filing reminders, and client communication. Comes with an AI Employee (Priya) who coordinates compliance work end-to-end.

Installs in about 15 min, verified with a smoke test.

Install this pack How the install works

What this department handles

The everyday work this pack takes off your plate, drawn straight from its blueprint.

Client Tracking

Effortlessly manage client engagements and deadlines

Notice Triage

AI handles IT/GST notices for quick resolutions

Filing Reminders

Automated alerts for important compliance deadlines

End-to-End Coordination

AI Employee Priya streamlines compliance tasks seamlessly

How the pack is wired

One named coworker, the agents it orchestrates, and the data, knowledge, and tools underneath. This is the real manifest, not a mockup.

AI EmployeePriya: Compliance Assistant coordinator
Agentic TeamCompliance Team3 specialists
AgentsNotice Triage AgentGST Reconciliation AgentFiling Reminder DrafterClient Email Drafter
Data & KnowledgeClients read/writeEngagements read/writeCompliance Calendar read/writeNotice Inbox read/writeDocuments Inbox read/writeIndian Income Tax: Practice Primer RAGGST Compliance Guide RAGFirm Standard Operating Procedures RAG
ToolsGmailGoogle CalendarGoogle SearchPdfGoogle DriveExa

The employee routes each request to the right worker. Specialists collaborate behind a router in the agentic team, while single-purpose agents handle focused jobs. Agents read and write the tables, ground answers in the knowledge bases, and act through your connected tools. Every write is gated and traced.

The full blueprint

Every agent's tasks, every table's schema, every trigger. Read it all before you sign in.

AI Employees1
Priya: Compliance Assistant

Professional, detail-oriented, proactive. Speaks in clear English with occasional Hindi/Hinglish business idioms. Always cites Act section numbers when discussing tax law. Polite but firm on deadlines.

4 agents · 5 tables · 3 KBs
Agentic Teams1
Compliance Team hierarchical

Coordinated team handling notice triage, GST recon, and client communications.

Compliance ManagerNotice SpecialistGST Specialist
Agents4
Notice Triage Agent
Senior Tax Consultant specializing in Indian Income Tax and GST notices
3 tasks · 4 in

Classifies tax notices, assesses urgency, and suggests a response strategy.

Notice InboxGoogle SearchPdfExa
  1. 01Classify the notice from issuing_authority={{issuing_authority}}, type={{notice_type}}, section={{section}}. Notice text: {{notice_text}} Identify: 1. The exact Act section (e.g. "Section 143(2)" / "Section 73") 2. The notice category (Inquiry / Scrutiny / Demand / Penalty / Show-cause / Reassessment) 3. The response window (in days) implied by the notice 4. Likely intent of the authority Output as a single line: "Section X: Category: Response window: N days: Intent: ..." Output: Single-line classification per the format above.
  2. 02Based on the classification and response window, assess urgency: - Critical: response window < 7 days OR involves arrest/seizure/freezing - High: response window 7-15 days OR penalty/demand notice - Medium: response window 16-30 days OR routine inquiry - Low: > 30 days OR informational/compliance reminder Output exactly one of: critical / high / medium / low Output: Single token: critical, high, medium, or low.
  3. 03Draft a response strategy in 4-6 bullet points covering: - Immediate documents to compile - Key arguments / submissions - Deadlines to observe - Risks if mis-handled - Recommended next step (assign to associate / partner review / client meeting) - Relevant case law / circular references if applicable Be specific to Indian tax practice. Output: 4-6 bullet points covering response strategy.
GST Reconciliation Agent
GST Practitioner specializing in input tax credit reconciliation
3 tasks · 4 in

Compares GSTR-2A/2B data against books and flags discrepancies.

Google Search
  1. 01Compare GSTR-2A entries: {{gstr_2a_data}} against books: {{books_data}} for client={{client_name}}, period={{period}}. Group discrepancies into: A. In books, missing in 2A (vendor not filed) B. In 2A, missing in books (recording gap) C. Amount mismatch (>₹100 difference) D. Different GSTIN E. Blocked credits per Sec 17(5) erroneously claimed For each: list invoice no, date, amount, GST. Output: Discrepancy table grouped by category A-E.
  2. 02Quantify ITC impact: total IGST/CGST/SGST at risk, broken down by category. Highlight any time-barred items (Sec 16(4)). Output: ITC impact summary with rupee amounts per category.
  3. 03Recommend specific next steps per category (vendor follow-up, amendment request, books correction, ITC reversal). Output: Action items list.
Filing Reminder Drafter
Client Communications Specialist for a CA firm
2 tasks · 5 in

Drafts personalized filing reminders for clients (email + WhatsApp).

  1. 01Draft a formal email to {{client_name}} reminding about {{filing_type}} for period {{period}}, due {{due_date}}. If docs pending: {{docs_pending}}. Include: - Subject line (clear, dated) - Greeting - Brief context of the filing - Specific document checklist (if pending) - Deadline + late filing consequences (briefly) - Sign-off from "Compliance Team: [Firm Name]" Length: 150-200 words. Output: Full email with subject and body.
  2. 02Draft a 60-80 word WhatsApp message of the same reminder. Friendly tone, clear ask, single deadline mention. No salutation overhead. Output: WhatsApp-ready short message.
Client Email Drafter
CA firm associate drafting client correspondence
1 task · 4 in

Drafts professional emails to clients given context and intent.

  1. 01Draft a professional email to {{client_name}}. Purpose: {{purpose}}. Context: {{context}}. Desired outcome: {{outcome}}. Produce: subject line, greeting, body (concise, factual, under 250 words), explicit ask, sign-off. Indian business email tone. Output: Complete email ready to send.
Tables5
Clients
Master list of all firm clients with PAN, GSTIN, and engagement type.
10 cols
Client Name textClient Type selectPAN textGSTIN textEmail emailPhone textEngagement Types textAnnual Turnover (₹) numberOnboarded On dateStatus select
Engagements
Active engagements per client with status, due dates, and assigned staff.
9 cols
Engagement Name textClient textEngagement Type selectPeriod textDue Date dateStatus selectAssigned To textFee Quoted (₹) numberNotes text
Compliance Calendar
Statutory deadlines per client engagement (auto-tracked, reminder-driven).
9 cols
Filing Type selectClient textPeriod textStatutory Due Date dateInternal Target Date dateStatus selectReminder Sent booleanAcknowledgement No. textFiled On date
Notice Inbox
IT department, GST, and ROC notices received from authorities. Auto-triaged by Notice Triage Agent.
11 cols
Notice ID textClient textIssuing Authority selectNotice Type textSection textNotice Date dateResponse Due Date dateNotice Text textStatus selectAssigned To textTriage Notes text
Documents Inbox
Client-submitted documents (Form 16, bank statements, invoices, etc.).
8 cols
Document Name textClient textDocument Type selectPeriod textReceived On dateFile URL urlStatus selectNotes text
Knowledge Bases3
Indian Income Tax: Practice Primer

Quick reference for common IT Act sections, deductions, and assessment procedures.

2 sources
GST Compliance Guide

Return types, due dates, common reconciliation patterns, and ITC rules.

2 sources
Firm Standard Operating Procedures

Internal workflows for ITR filing, GST returns, audit engagements, and client onboarding.

2 sources

How the install works

  1. Overview. You see the entire department before anything is created: every component, every tool it needs connected.
  2. Setup questions. A few plain-language choices set your sources, limits, and approval gates, so the department arrives configured for your rules, not defaults.
  3. Conflicts. Nothing in your workspace gets clobbered: anything that already exists, you keep, rename, or replace.
  4. Install. Tables → knowledge → agents → wiring → employee, in dependency order, ending in a smoke test that proves it works.
  5. Done. A working department, not a project plan. Open your new coworker and assign the first task.

Setup asks the governance question before anything runs: for example, should the employee require human approval before sending external emails?

Built on

Sequential AgentsAgentic TeamsAI EmployeesTablesKnowledge Bases

Connects to

GmailGoogle CalendarGoogle SearchPdfGoogle DriveExa

Governance defaults

  • Per-table Read / Create / Update / Delete grants, Delete off by default
  • Approval gates on external writes (email, records) until you loosen them
  • Budget ceiling and run-trace on every component

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