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Professional services

AI agents for ca and accounting firms

Client data under control, fees collected and practice questions answered.

CA and accounting firms hold PAN, bank and financial data for many clients with small teams. xAgents draft privacy notices and engagement wording, review who can reach client files, chase pending fees politely and answer routine client questions from your own documents.

Start free with this bundle →Talk to sales
Policy AgentAccess ReviewBreach DeskCollections AgentSupport AgentPrivacy ScanAI RegisterAI Visibility
Problem 1
Client data everywhere

Returns, statements and IDs sit in email, shared drives and staff laptops.

Problem 2
Pending fees

Retainers and filing fees are chased by partners in between deadlines.

Problem 3
Repeat questions

Due dates, document lists and status updates, every filing season.

The bundle

8 agents that fit how ca and accounting firms work

Policy AgentCheck your privacy policy against India and GCC data laws.xComply · every planAccess ReviewMonthly check of who has access to what.xSecurity · every planBreach DeskGuided response when an incident happens.xSecurity · every planCollections AgentGet paid on time without awkward calls.xFinance · every planSupport AgentAnswers customers from your own documents. Hands off when unsure.xService · every planPrivacy ScanCheck your website for privacy and security basics.xComply · every planAI RegisterList every AI tool your company uses and rate its risk.xComply · every planAI VisibilityCheck whether AI assistants can find, read and cite your website.xGrowth · every plan
Live demo

Try the agents for ca and accounting firms

Input · try your own
Agent output
Run the agent to see real output. These are the same engines your team uses inside xAgents.
Workflows
Filing season fees
  1. 1Import pending fees from Tally or a sheet
  2. 2Reminder ladder drafted per client
  3. 3Partner approves and sends
  4. 4Payments and promises recorded
Client file access review
  1. 1Export users from email and shared drives
  2. 2Leavers and shared logins flagged
  3. 3Decide each account
  4. 4Sign off as evidence
Rules covered
India

Digital Personal Data Protection Act, 2023 and Digital Personal Data Protection Rules, 2025; CERT-In Directions of 28 April 2022 under Section 70B(6) of the IT Act, 2000

Key dates and deadlines →United Arab Emirates (onshore)

Federal Decree-Law No. 45 of 2021 on the Protection of Personal Data (PDPL)

Key dates and deadlines →
Custom agents

Built for your workflow by XDQ Labs

  • Client document request portal
  • Notice tracking agent for your practice
Talk to XDQ Labs ↗
Free course · XDQ AcademyData Protection, Cyber Security and AI for CA FirmsSourced lessons with quizzes. No sign up.Start the course ↗
FAQ
Does xAgents file returns?

No. xAgents runs the practice work around filings, such as fees, client questions and data protection. Filing stays with your team and your filing software.

Can staff use AI on client documents safely?

The AI Register lists the AI tools your firm uses, rates each by data sensitivity and risk, and drafts your AI use policy for staff.