Identify the service and client context
Separate tax, audit, registration, compliance, and other configured service enquiries.
AI receptionist for CA practices
A client intake system that keeps work moving.
RingDesk answers calls, identifies the service required, arranges the right meeting, and continues approved document requests and follow-up on WhatsApp.
Dedicated practice numberHindi + EnglishDocument follow-upAvailable worldwide
Every call receivedClient access stays available during filings, audits, and meetings.
Service-based routingIdentify the category before the enquiry reaches your team.
Document continuityApproved checklists and reminders continue on WhatsApp.
Professional boundaryTax, financial, and compliance judgement stays with your practice.
Operational coverage
The repeatable client work handled before your team steps in.
RingDesk organises the front end of enquiries and follow-up while technical review and professional advice remain with your practice.
Book the right type of meeting
Offer configured consultation or review windows for prospects and existing clients, then handle routine changes.
Share approved document checklists
Send the right checklist and submission process for each configured service without technical interpretation.
Continue reminders on WhatsApp
Follow up on missing items, meeting confirmations, and routine next steps without waiting for staff availability.
Clear ownership
Automation organises the workflow. Your team applies judgement.
The receptionist works from approved administrative information; it does not interpret tax, accounting, or financial matters.
Administrative client coordination
- Service-based enquiry capture using fields you configure
- Meeting booking, rescheduling, and WhatsApp confirmation
- Approved document checklists and submission instructions
- Configured reminders for missing information and next steps
Technical review and advice
- Tax positions, compliance interpretation, and financial advice
- Review of documents, calculations, filings, and conclusions
- Sensitive, complex, or deadline-critical matters under your rules
- Any action requiring an authorised professional or client approval
Configured for your practice
Your services and checklists become a consistent client process.
We configure the agent around your categories, intake questions, meeting rules, document requirements, messages, and escalation paths.
Define tax, audit, registration, compliance, advisory, and other services the agent can identify.
Choose the fields collected for individuals, proprietorships, partnerships, and companies.
Configure meeting types, responsible team members, availability, duration, and rescheduling.
Map the standard document list and submission instructions associated with each service.
Approve reminders for deadlines, missing items, confirmations, and recurring steps.
Choose who receives technical, sensitive, urgent, or out-of-scope enquiries.
Global onboarding
Configured around the way your practice already works.
The receptionist is tested against representative client enquiries before it receives real calls.
Map services and follow-up
Share intake fields, meeting rules, document checklists, approved FAQs, and escalation contacts.
Provision and configure
We provision a dedicated SIM or a cloud phone number, whichever you prefer, then configure the app and WhatsApp bot.
Review representative enquiries
Test new-business, existing-client, document, deadline, and out-of-scope scenarios before approval.
Beta access worldwide
Voice and WhatsApp reception for one practice.
Includes a dedicated SIM or cloud number, Hindi + English, workflow configuration, and onboarding.
₹3,000/month
Review your client workflow →
Questions
Before your practice gets started.
No. RingDesk handles approved administrative intake, scheduling, document checklists, and reminders. Interpretation, calculations, and professional advice remain with your practice.
Yes. You approve the checklist, submission instructions, and reminder flow for every configured service. Technical questions are routed to your team.
Yes. Eligible CA practices can request beta access worldwide.
₹3,000 per month, billed month to month. There is no on-site hardware and no separate setup charge.
Other workflows
Explore RingDesk by profession.
Beta access available worldwide
Keep every enquiry and follow-up moving.
Bring one real client workflow. We’ll show you what RingDesk handles, where it stops, and when your team steps in.
Request beta access on WhatsApp →