Your clients love WhatsApp. Now your practice can too.
FirmsNest gives your firm one branded portal, plus two AI assistants built in India: Iris, your front desk on WhatsApp, and Lipik, your back office for documents. Clients get answers, you keep the record, and nothing leaves the country.
Individual return · salaried and capital gains
Your client sees this, instead of texting “any update?”
Why FirmsNest, not a generic tool
Four things a practice tool can’t hand you.
Plenty of software manages tasks. These are the choices made for a CA firm’s data, brand and money — built in, not bolted on.
Sovereign AI
Lipik runs in India and is never trained on your data — an assistant that reads documents without sending them abroad.
Learn moreDPDP + provable isolation
Data kept in India under the DPDP Act, with one firm sealed from another — re-checked by an automated test before every release.
Learn moreYour brand, your subdomain
A white-label portal in your colours, at your own subdomain, carrying your FRN. Clients see your practice, never ours.
Learn moreYour Razorpay, no cut
Client fees flow firm to client on your own Razorpay or UPI. FirmsNest takes no transaction cut and never holds the money.
Learn moreOne thread from “what do you need?” to “it’s filed.”
Every engagement moves through the same clear, auditable path — the client sees their step, you see your queue.
Intake & scoping
Clients answer a guided scoping form, so you know exactly what an engagement needs, with no back-and-forth to find out.
Quote & engagement letter
Send a clear quote and an ICAI-compliant engagement letter carrying your FRN. Approved in a tap.
Online payment
Clients pay on your own Razorpay or by UPI, from a QR generated off your own UPI ID. You keep every rupee; FirmsNest takes no cut and never holds the money.
Secure documents
Aadhaar, bank statements and books move through an encrypted vault, not chat forwards. Working papers stay private.
Draft review & filing
Share the computed return for the client to approve, with an audit trail of who signed off. You file in your existing software; the client always sees where it stands.
Refunds & archive
Refunds are followed through to closure, and every engagement, document and approval is kept for seven years, searchable and defensible.
You still compute the return wherever you do today — Winman, Computax, KDK, the IT/GST portal. FirmsNest owns the part your client touches.
The whole client experience, in your colours.
Your firm, your brand
A portal at your own subdomain, in your colours, with your registration number. Clients see your practice — never ours.
Secure document vault
Encrypted storage, working-paper visibility flags, and India-resident data — built for financial records, not file links.
Razorpay & UPI payments
Clients pay you directly — on your own Razorpay, or by UPI via a QR from your own UPI ID. No transaction cut, no aggregator in the middle, no client money ever held by us.
Draft review & approval
Share drafts, capture client approvals, and keep an immutable audit trail of every sign-off.
Filing & refund tracking
A single status the client can follow — from filed to refunded — across all six service lines.
Compliance & deadline tracker
A per-client view of what is due and when — returns, filings and statutory dates tracked in one place, so a deadline never slips through the cracks.
WhatsApp, SMS & email reminders
Automated nudges for documents and deadlines over WhatsApp, SMS and email, available once your firm connects its channel. On WhatsApp, Iris also answers clients’ status questions, so you stop chasing and stop being chased.
Install as an app
Your clients can install the portal on their phone as an app (PWA) and receive web-push alerts — no app store, no download wait, once your firm enables push.
Tally CSV bulk import
Bring your existing client list across in one go with a Tally CSV import — start a season with your book already loaded, not retyped.
Six service lines, one portal
An AI assistant that reads the documents, so you don’t re-key them.
Lipik reads your firm’s files, pulls out the figures and drafts working papers for your review. It runs on Sarvam — sovereign AI hosted in India — so it runs in India and is never trained on your data, unlike assistants that send client documents to a foreign model to be read. The CA reviews, computes and files. A munshi for the modern practice: it prepares, you decide.
- Answers from your own documents, with citations
- Pulls values from Form 16, 26AS and accounts
- Drafts a tax-estimate worksheet — computed in code, labelled a draft
- Client data never leaves India, and is never used to train a model
Iris · WhatsApp assistant
Iris, your front desk on WhatsApp.
Clients will always reach for WhatsApp. Iris answers them there: it verifies the client, replies from the portal in plain language, and hands the conversation to your CA when a person is needed.
Answers from the portal
Engagement status, pending documents, payment, “is it filed?”, pulled live and in plain language.
Managed & isolated, opt-in
Iris answers on a WhatsApp Business number FirmsNest operates. Clients opt in, and per-firm isolation seals one firm’s conversations from another.
Hands off to your CA
When a client needs a person, the thread moves to your Messages inbox and Iris steps back.
Why a CA practice can trust it
Built for the bar your profession is held to.
Financial data and professional standing leave no room for “move fast and break things.” FirmsNest is opinionated about exactly that.
ICAI-compliant by construction
No superlatives, no client names or logos, no rate cards, no solicitation — the guardrails are built in, so your portal stays within the Code of Ethics by default. Your FRN and the ICAI disclaimer ride on your documents.
You never give up a cut
Each firm connects its own Razorpay account or UPI ID; client fees flow firm ↔ client directly. FirmsNest is not a payment aggregator and never custodies client money.
Data stays in India
Hosted in an India region under the DPDP Act 2023: Aadhaar stored as last-4 only, bank-account details not collected at all, audit logs free of personal data, seven-year retention.
One firm can never see another
Tenant isolation is enforced in the database itself — every record is sealed to its firm and re-checked on every release by an automated test that has to pass before anything ships.
Pricing
Priced for a practice, not a unicorn.
Three plans, no transaction cut on your clients' payments. Prices in INR, exclusive of GST — pay monthly or annually.
Growth
For solo & small practices.
₹999/month
- Your branded client portal
- All six service lines
- The full engagement workflow
- Up to 3 team seats
Practice
For growing multi-member firms.
₹1,499/month
- Everything in Growth
- Up to 10 team seats
- Priority support
- SMS reminders
Enterprise
For large, multi-partner practices.
Contact us
- Everything in Practice
- Your own custom domain
- Unlimited team seats
- Dedicated onboarding & support
The things every CA asks first.
Your practice, on a portal your clients love.
FirmsNest was built and run inside a practising CA firm, through real busy seasons, before it was ever offered to yours. Give your clients the portal, Iris and Lipik, and get your evenings back.