Run your CA practice with AI agents, safely
Client data under control, fees collected on time and routine client questions answered, so partners spend filing season on the work that needs a CA.
Where ca and accounting firms lose time and take risk
Client data everywhere
PAN, bank statements and financials sit in email, shared drives, WhatsApp and staff laptops.
Fees chased by partners
Retainers and filing fees age while the team is busy with deadlines.
The same questions every season
Due dates, document lists and status updates fill inboxes and phones.
Staff using AI without rules
Client data pasted into unapproved AI tools creates risk nobody tracks.
XDQ AgentOS for ca and accounting firms
Each agent does one job, works from your documents and data, and stops for a person before anything leaves your firm.
Collections Agent
Drafts polite fee reminders on a schedule from your outstanding list. A partner approves before anything is sent.
Policy Agent
Drafts your privacy notice, engagement wording and data protection policies for review.
Access Review
Flags leavers, shared logins and admin accounts across email and drives each quarter.
Breach Desk
Guides the response to an incident step by step, including client and Board notices.
AI Register
Lists the AI tools your firm uses, rates their risk and drafts your AI use policy.
Support Agent
Answers routine client questions from your own documents and hands everything else to staff.
Need something built for you?
Tell us what you need in a short questionnaire. Our sales experts share a custom quotation, and every build starts as a scoped pilot.
CA and accounting firms: common questions
Does XDQ file returns or replace our accounting software?
No. The agents run the practice work around filings, such as fees, client questions, access reviews and data protection. Filing stays with your team and the software you already use.
Can staff safely use AI on client documents?
With rules. The AI Register records approved tools and their risk, and the Policy Agent drafts an AI use policy that says what client data may never be pasted into AI tools.
Do CA firms need to comply with the DPDP Act?
Yes. A firm that processes clients' digital personal data is a Data Fiduciary. The DPDP Rules notified in November 2025 give an eighteen month window for phased compliance.
Can XDQ build a custom client portal for our firm?
Yes. Send us a short brief, and our sales experts share a custom quotation, starting with a scoped pilot.
Put AgentOS to work for ca and accounting firms.
Send the workflow. Our sales experts reply with a scope and a custom quotation within two working days, or a straight answer that it isn't a fit.