Aggarwal HK & Co.
Chartered Accountant CRM, Milestone Billing & WhatsApp Bot
KEY DELIVERED MODULES & CAPABILITIES
THE BUSINESS CHALLENGE
What needed to change
Chartered Accountant practices like Aggarwal HK & Co. manage complex multi-service engagements per client (e.g. food licensing, routine bookkeeping, GST filings, annual ITR, and company audits). Managing these interconnected tasks across loose spreadsheets created delayed fee collections, missing documents, and constant interruptions from clients urgently demanding copies of filed certificates at odd hours.
THE DELIVERED SOLUTION
A workflow that fits
ME91 engineered a specialized CA Practice CRM combined with milestone billing and a secure WhatsApp automation engine. Under a unified client profile, CA staff track stepped deliverables (license applications, accounting, ITR). As each milestone is achieved and documents are uploaded, the system generates progressive invoices that can be dispatched to the client's WhatsApp in a single click. Furthermore, a 24x7 WhatsApp bot authenticates registered client phone numbers, allowing clients to instantly download original ITR, GST, or FSSAI PDFs on demand without staff intervention.
BUSINESS VALUE & IMPACT
The Outcome
Transformed CA operations into a structured digital practice: accelerated cash flow through 1-click WhatsApp milestone billing, zeroed document retrieval interruptions, and delivered premium 24x7 self-service to business clients.