Design & send bulk branded emails to all clients. HTML templates, open tracking, Brevo SMTP (9,000 free/month).
Build embeddable forms for your website or WhatsApp link. All leads auto-save to BookMyCA CRM.
Give each client a unique referral link. Track clicks, conversions, and reward loyals. Best CA growth hack.
Generate branded PDF service proposals. Client views online, signs digitally. Close deals 3× faster.
Auto WhatsApp/email on client birthdays, company anniversaries & GST registration dates. Deepens relationships.
Auto-alert clients 7/3/1 days before GST, ITR, TDS, ROC deadlines. No competitor CA firm does this.