Nootus.CA
Tasks · Deadlines · Staff · Communication
Practice Management

Every client gets their own AI agent, running your practice with you.

Practice Management inside Nootus.CA is built on a simple but powerful idea: every client gets their own AI agent, trained on the skills that client needs, working alongside your staff to manage tasks, deadlines, communication and filings.

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AI agent per client

A dedicated AI agent for every client in your firm.

Trained on the skills required for that specific client, creating a client-specific intelligence layer inside your CA firm.

Document SkillsBank Statement SkillsBooks & Ledger SkillsIncome Tax SkillsTDS Skills (Forms 130, 131, 138, 140)GST Skills (GSTR-1, 2, 3B, 9)Communication Skills (WhatsApp + Email)
Each client’s agent
  • Learns the client's documents
  • Understands their compliance history
  • Knows their deadlines
  • Tracks their filings
  • Assists your staff
  • Communicates with the client
  • Prepares drafts across IT, TDS, GST, Books, Payroll
Task management

AI-powered task management, across every workflow.

The AI agent manages tasks across all compliance workflows and modules.

Income TaxTDSGSTBooksPayrollNoticesClient queries
Auto-create tasks from documents
Auto-assign tasks to staff
Auto-track task progress
Auto-remind staff of pending work
Auto-prepare drafts for assigned tasks

Your staff becomes reviewers, not data entry operators.

Deadlines & compliance calendar

Never miss a deadline again.

The AI agent maintains a client-specific compliance calendar across every module.

ITR deadlinesTDS deadlines (Forms 130, 131, 138, 140)GST deadlines (GSTR-1, 2, 3B, 9)Payroll deadlinesNotice response deadlinesYear-end compliance deadlines

Auto-track deadlines

Auto-create tasks for upcoming deadlines

Auto-notify staff

Auto-notify clients (WhatsApp + Email)

Auto-prepare drafts before deadlines

Staff workflows

A cobot model humans and AI, working together.

The AI agent collaborates with your staff at every stage of the workflow.

Staff upload documents → AI extracts & drafts
Staff review drafts → AI improves accuracy
Staff assign tasks → AI completes repetitive steps
Staff finalize filings → AI ensures compliance consistency
Capabilities
Staff assignmentWorkload balancingDraft preparationReview workflowsFiling workflowsEscalation workflows
Client communication

AI-powered communication, automated and client-specific.

Each client gets a WhatsApp agent, an email agent and a dedicated AI agent, communication becomes structured, not ad hoc.

WhatsApp Agent
  • Sends reminders
  • Shares drafts
  • Collects documents
  • Answers client queries
  • Provides status updates
Email Agent
  • Sends notices
  • Sends filing summaries
  • Sends computation sheets
  • Sends clarifications
  • Sends deadline reminders
Dedicated AI Agent
  • Chats with the client
  • Answers questions
  • Provides updates
  • Shares documents
  • Assists with compliance queries
Full feature list

Everything in the Practice Management module.

Core features
AI agent per clientTask managementCompliance calendarDeadline trackingStaff workflowsWhatsApp communicationEmail communicationAI-assisted draftingMulti-client managementIntegration with IT, TDS, GST, Books, Payroll
Advanced features
Auto-create tasks from documentsAuto-prepare drafts for tasksAuto-notify staff & clientsAuto-track filing statusAuto-prepare compliance summariesClient-specific communication intelligence

Experience AI-Driven Practice Management

See tasks, deadlines, staff workflows and client communication run themselves, client by client.

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Every AI-generated draft is reviewed by your staff before it goes out