Case study · Finance
Getting CA firms out of the business of chasing clients for documents
What it does
- Client document uploads
- Firm dashboard
- Invoicing & payment links
- OTP login
Industry
- Finance
Every CA firm loses days a month to the same thing: asking clients for documents, and asking again.
The reason is friction. Ask a client to create an account, remember a password and install an app, and they will send you a photo on WhatsApp instead. So Live CA does not ask. The client gets a link, taps it, uploads, and it is done — no signup, no password, nothing to install.
The firm sees everything land in one place, tagged to the right client. Invoices go out the same way, as a payment link the client can just tap. Staff log in properly; clients use a one-time code on their phone if they need the full portal.
The whole thing is built to be almost impossible to break — no frameworks, no dependency updates, nothing that can rot. It comes with demo data and a one-command reset so a firm can try it in under a minute before committing to anything.
CA firms stop chasing clients for documents. One link, done.
On the phone
The same product on a small screen — the version most people will actually use. Built from one codebase, so nothing drifts between the two.
More of our work
At Scale
Website, iPhone and Android — identical, shipped together.
Snacksit
Indian snacks, sweets, namkeen and dry fruits delivered worldwide, door to door, from the brands people actually grew up on.
Samvritti
Every number has a counterweight — a financial advisory practice built around showing the working, not just the answer.