Aapke business ka Lucky Charm 😉
Chasing clients. TBA is an online office for CA and accountancy firms: an AI assistant answers your clients at any hour, collects their documents, sends quotes from your price list and takes payment into your own Razorpay — your team steps in only where judgement is needed.
Are you a client looking for your accountant?Find your accountant
Use TBA like an app
Aapke business ka Lucky Charm 😉
Browser menu → “Add to Home screen”. No app store needed.
What is TBA
TBA does the chasing for you, in your firm’s name.
Without TBA
With TBA
Without TBA: The same questions on WhatsApp, all day
With TBA: The AI assistant answers in seconds, at any hour, and hands over to your team when judgement is needed
Without TBA: Documents arrive in bits, over weeks
With TBA: Clients upload from their phone; each file is read, sorted and ticked off the list. Monthly bills are collected with reminders
Without TBA: Quotes, approvals and signatures by email
With TBA: Quotes come from your own price list, and clients sign online
Without TBA: Following up for payment
With TBA: Clients pay by UPI or card straight into your Razorpay account, in up to three parts
Result: your team spends its time on the actual work.
See it in action
A short film on how an accountancy practice runs on TBA — and what your team no longer has to chase.
One platform, two sides
Everything between "Hi, I need a GST number" and "work completed", in one place.
Small businesses get a clear, simple way to work with their accountant.
What’s included
Every plan includes all of it. Plans differ only in how many clients, AI replies, document reads and monthly bills they cover.
Answers in chat, day or night. Learns the client’s business, records what they need, asks for the right documents and hands to your team when it should.
Clients upload photos or PDFs. Each one is identified — PAN, Aadhaar, bank statement, address proof — ticked off the list, and flagged for you if it’s unclear. Monthly bills are asked for on a schedule with reminders, then read and checked for the right month and the right business.
Turn a client’s requirements into a quote from your own services and prices. They review and sign in the portal; you get a signed contract PDF.
Advance and balance payments by UPI, card or net banking through your own Razorpay. Invoices are generated for you, and work starts when the advance lands.
Add the people who do the office visits and follow-ups. Each new engagement goes to whoever has room, and the client is told who to call. Give anyone a dashboard login: they sign in with Google and work alongside you.
Requirements, quote, documents, payments and work — the firm and the client see the same progress, so nobody has to ask “what’s the status?”. Send clients reminders and notices that reach their portal and phone.
Clients see your firm’s name in the portal, the chat, emails and on checkout. TBA stays in the background.
List your firm in “Find your accountant” so people searching by name or city can join you in two clicks.
How it works
Pick a plan and book online. Questions first? Write to us and we’ll answer within a working day.
Usually within one working day. Sign in with the Google account you booked with.
Enter your services and fees, then send clients your join link or list your firm.
The assistant does the routine work. Your team steps in wherever judgement is needed.
AI with guardrails
The assistant speeds up the routine work, but the rules that protect your clients and your fees are enforced by the system — not left to the AI.
A quote can only use services and prices you have set. If a client asks for something you haven’t priced, it goes to your team instead.
Before a reply is sent, every amount in it is checked against your price list, quotes and invoices. An unrecognised figure is held back and flagged to you.
Anything needing professional judgement goes to a person, and the client is told when to expect a reply.
The assistant never asks for OTPs, PINs or portal logins, and warns a client who pastes one. Your team makes the OTP call instead.
Security
Every record belongs to one firm, and the database itself refuses to show it to anyone else. We test this across every table.
Uploaded files and PDFs are never public. Each download is checked and served through a link that expires in a minute.
Client payments settle into your own Razorpay account. Your keys are stored encrypted, and TBA never holds your funds.
Pricing
Pay monthly — yearly plans (two months free) are coming soon. No per-user fees — your whole team is included.
Starter
For a small practice getting started
₹999 /month
+ GST
Growth
For a busy practice with a team
₹1,999 /month
+ GST
Pro
For established firms with many clients
₹2,999 /month
+ GST
Questions
Open the join link your accountant sent you, or search for them under “Find your accountant”, then continue with Google. Your portal and chat are ready straight away.
It handles the routine: answering common questions, gathering details, asking for documents and preparing quotes from the firm’s prices. Anything needing professional judgement is handed to a person at your firm.
Straight into the firm’s own Razorpay account. TBA never holds or settles a firm’s money.
Your firm and — for their own records only — each client. Other firms never can. TBA accesses firm data only to run, support and bill the service, as described in our Privacy Policy.
Yes. Watch the video on this page, or write to us and we’ll walk you through it. Or book a plan and we’ll open your firm after a quick review, usually within one working day.
Set up your firm’s portal, share your link, and let the assistant take care of the back-and-forth.