From the FirmsNest team
Notes on running a modern CA practice.
Practical, plain-spoken writing for Indian chartered-accountancy firms — on the client experience, data protection, and the everyday workflow of a growing practice. No hype, no jargon.
Meet Iris — the WhatsApp assistant for your practice
Meet Iris, the FirmsNest WhatsApp assistant for your clients. It verifies each client, answers status questions from the portal, and hands off to you. A FirmsNest-managed, India-resident channel, opt-in and redacted.
ReadAn AI assistant for your practice — that keeps client data in India
Meet Lipik, the FirmsNest assistant. It reads your firm’s documents, pulls out the figures and drafts working papers for your review — while client data stays in India and is never used to train anyone’s model.
ReadCan AI safely touch your clients’ financial data?
Generative AI is genuinely useful, but a CA practice holds PAN, Aadhaar, bank and return data. A plain-English look at what “safe” AI means for a practice — and the questions to ask of any tool before you feed it a client file.
ReadStop running your practice on WhatsApp
WhatsApp, email, Drive and UPI screenshots quietly stop scaling as your practice grows. Here is where they break down — and what a branded client portal gives you instead.
ReadWhat the DPDP Act, 2023 means for your CA practice
A plain-English look at the Digital Personal Data Protection Act, 2023 for CA firms holding clients’ PAN, Aadhaar, bank and return data — and what to look for in any tool you use.
ReadHow to collect client documents without the chase
Document collection is the quiet tax on every busy season. Here is why ad-hoc WhatsApp and email requests fail, and a calmer workflow that does not depend on you chasing.
ReadSee what a branded client portal does for your firm.
One place for scoping, payments, documents, approvals and filing status — in your colours, with data kept in India.