Office · Client portal and Ask Your CA
The 10 pm WhatsApp, answered.
A client portal for CA firms: clients ask Agent Noot, your staff keeps judgement calls.
01 / The client's view
One door to the firm.
- On WhatsApp and the portal
- Answers from your records, with the source
- Judgement calls go to your staff
Ask Your CA · Shankar Traders
The firm's AI employees explain the firm's records and what you send. Advice comes from the firm's people.
Shankar Traders
Is our August GSTR-3B filed?
22:04
Agent Noot
Not yet. It is with CA Akhil Kumar for approval. Due 20 September.
Source: Task: GSTR-3B, Aug 2026
22:04
Shankar Traders
Can you send last year's balance sheet?
22:06
Agent Noot
Balance sheet FY 2025-26.pdf
Here it is.
22:06
Shankar Traders
Should we switch to the composition scheme?
22:09
Agent Noot
That needs your CA. I've passed it to CA Akhil Kumar.
22:09
Handed to CA Akhil Kumar
02 / Requests and questionnaires
Upload what's asked, item by item.
- Document requests with an upload per item
- Questionnaires to fill in
- Documents the firm has shared
- Bank statement, SeptemberUploaded
- Purchase invoices, SeptemberUpload
- Year-end questionnaire6 questionsFill in
- GSTR-3B acknowledgement, AugustShared by your CADownload
03 / The firm's view
Every question, and who answered it.
- Answered by the agent
- Answered by a person
- Still open, with an owner
- Is our August GSTR-3B filed?Shankar TradersAnswered · Agent Noot
- How much did we spend on fuel?Pattam TextilesAnswered · Agent Eva
- Should we switch to composition?Shankar TradersOpen · CA Akhil Kumar
- When is our next advance tax due?Pattam TextilesAnswered · Agent Ira
- Can we claim credit on the van?Shankar TradersAnswered · CA Akhil Kumar
04 / You set the dial
You decide what it says on its own.
- 01Answer directly, or draft for review, client by client.
- 02New clients start with drafts for review.
- 03Notices, penalties and disputes always go to a person.
05 / Access
The right access for each person.
Viewer, Preparer or Approver, product by product.
| Person | Books | GST | TDS |
|---|---|---|---|
| Prakul Pattam, Director | Approver | Approver | Approver |
| Accounts executive | Preparer | Preparer | Viewer |
| Statutory auditor | Viewer | Viewer | Viewer |
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Named for your practice
- Ask your CA
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06 / Under your brand
Your name on the door.
- Your logo and firm name
- Your own portal domain
- Powered by Nootus.CA
- Conversation
- Requests
- Questionnaires
- Documents
Good evening, Prakul. One document is still needed for September.
