For Chartered Accountants
Client gets the follow-up before the chai is cold.
You finished a 45-minute GST review — half Tamil, half English, the way you actually speak. Now you have to type MoM, paste into WhatsApp, and CC the email — before the client calls asking what was decided. Notewell does all of that in under a minute, with your firm name on every output.
- ✓ Tanglish (Tamil-English) + Hindi-English understood
- ✓ Branded WhatsApp follow-up — your firm name, your logo
- ✓ ICAI-ethics-safe: client consent on record, data India-hosted
- ✓ GSTIN invoice with HSN 998314 — your CA can claim ITC
₹0 forever for 5 meetings/month · ₹499/mo Pro unlimited · GSTIN invoice included · No credit card for free tier
Vijayalakshmi Rajan & Associates
WhatsApp · 2 minutes ago
GST Review — Murugan Textiles · 10 Jun
ITC mismatch of ₹38,400 across 4 invoices. GSTR-3B amendment needed before 20th.
Action items
• Client: share corrected invoices from Kalyan Steel by Thu
• CA: file revised GSTR-3B by 20th June
• Follow-up call: Mon 11 AM
Why CAs pick Notewell
Built for how Indian CA firms actually work.
Not a US notetaker with rupee pricing. A tool whose defaults match your practice book and your clients' WhatsApp.
Understands the way you actually talk to clients
Tamil-English, Hindi-English, Kannada-English — real client calls are code-mixed and Notewell follows every switch. Summary lands in clean English (or Tamil / Hindi / Kannada) without you typing a word. Sarvam AI + Whisper, India-fine-tuned.
Branded WhatsApp follow-up — zero extra steps
As soon as the call ends, Notewell generates the MoM and queues a WhatsApp message with your firm name. Client sees your logo, the action items, the next date. No copy-paste from a notes app.
Document follow-up chaser — automated
You asked the client to share ITR docs by Thursday. Notewell adds it to the open-items list and sends a WhatsApp reminder if it isn't ticked off. No junior needed. No Excel tracker.
ICAI-ethics-safe: client consent on record
Every participant gets an affirmative-consent prompt before recording starts. Consent is logged per call with timestamp — the same audit trail the ICAI Code of Ethics demands when disclosing client information.
Client history across every meeting
Before your next review with Murugan Textiles, Notewell shows you every action item, open issue, and decision from the last 6 months. No flipping through WhatsApp threads. One-click pre-meeting brief.
GSTIN invoice + privacy mode for sensitive calls
Notewell issues you a GST-compliant invoice (HSN 998314) every month — your firm can claim ITC. For IT scrutiny or M&A calls: Privacy mode purges audio the moment the transcript is ready. India-hosted, AES-256-GCM.
Sample output
Same call. Two languages. Zero typing.
Composite example — not from a real client call.
ITR filing review — Karthik Stores · Jun 2026
EnglishSummary
Reviewed AY 2026-27 ITR-3 draft. Turnover ₹1.84 Cr; PGBP income ₹22.4 L. Two deductions under 80C not yet claimed. Capital-gains computation pending for one property.
Action items
- Client: share Form 26AS reconciliation by 14 Jun
- CA: compute capital gains on property — need registry deed
- CA: file by 31 Jul; advance-tax check needed by 15 Jun
Next meeting
Video call Wed 4 PM to finalise deductions.
ITR தாக்கல் மீளாய்வு — கார்த்திக் ஸ்டோர்ஸ் · ஜூன் 2026
தமிழ்சுருக்கம்
AY 2026-27 ITR-3 வரைவு மீளாய்வு செய்யப்பட்டது. வருவாய் ₹1.84 கோடி; PGBP வருமானம் ₹22.4 லட்சம். 80C-ல் இரண்டு கழிவுகள் இன்னும் கோரப்படவில்லை.
செயல்பாட்டு பட்டியல்
- கிளையன்ட்: 14 ஜூன் முன் Form 26AS சரிசெய்தல் அனுப்பவும்
- CA: சொத்தின் மூலதான ஆதாயக் கணக்கீடு — பதிவு ஆவணம் தேவை
- CA: 31 ஜூலை முன் தாக்கல்; 15 ஜூன் முன் அட்வான்ஸ் டாக்ஸ் சரிபார்க்கவும்
அடுத்த சந்திப்பு
புதன் மாலை 4 மணிக்கு வீடியோ அழைப்பு.
Your tier-2 clients read Tamil — their WhatsApp gets Tamil. Your billing partner reads English — their copy stays English.
98,000+ CA firms in India
Stop losing billable hours to follow-up typing.
Record one client call. Notewell handles the MoM, the WhatsApp, the document chaser, and the client-history brief before your next meeting.
₹0 forever · ₹499/mo Pro unlimited · GSTIN invoice included · India-hosted