Spend your time on clients, not on chasing documents.
Service firms lose hours every week collecting documents, sending reminders and preparing the same reports. We automate the admin around your expertise.
Sound familiar?
What’s holding ca firms, consultants & agencies back
- Chasing clients for documents every month
- Work status tracked across email and WhatsApp
- Invoices and payment follow-ups done by hand
- No single view of all clients and deadlines
Today
- Client sends documents on WhatsApp, email and in person
- Deadlines tracked in a spreadsheet
- Invoices go out late, payments come in later
With an Uzaif system
- Client portal for uploads, status and invoices
- Automatic deadline and document reminders
- Recurring invoices with payment links
The system
What we’d set up for you
Start with the piece that hurts most. Each one connects to the next.
- Step 1
Customer, student or partner portal
Give every customer, staff member and partner their own login.
Details - Step 2
Workflow automation
Stop copy-pasting between apps. Let the boring work run itself.
Details - Step 3
Billing, GST, inventory & payments
Invoices, stock and payments that update themselves.
Details - Step 4
Lead capture & follow-up system
Never lose an enquiry again: every lead answered, tracked and followed up.
Details - Step 5
Owner dashboards & reports
See sales, collections and team performance on your phone.
Details
Proof
Built on systems already in production
Built & run by Uzaif · GST billing, inventory & accounting
Uzaif Books
GST billing, inventory and accounting software for Indian businesses, with an online storefront, shareable invoices and a portal for chartered accountants.
Built & run by Uzaif · Education business, end to end
Uzaif Academy
A complete operating system for a live online coding school: demo bookings, classes, fees, parents, certificates and a referral programme.
Free · 60 seconds
Your blueprint, tailored to your business
Five quick questions. See the recommended systems, time saved, timeline and budget range instantly.
How big is your team?
FAQ
Questions from ca firms, consultants & agencies
Do you have something for CAs specifically?
Uzaif Books includes a chartered-accountant portal for clients, filings, notes and activity. We can extend it to your firm's workflow.
Tell us what’s slowing your business down. We’ll show you the fix.
Start with the 60-second blueprint, or just message us. A real engineer replies, not a sales bot.