Practice Operating System
Stop juggling task boards, WhatsApp chains, Google Drive, and manual billing. OperaBox unifies your workflows, client communications, secure document vault, AI notice rooms, and automated practice billing into a single, high-performance practice workspace.
Say goodbye to generic boards. Get custom CA-specific Kanban boards pre-mapped to complex Indian filing schedules (GST, TDS, ITR, MCA) with built-in partner review gates and workload balance rules.
Stop chasing documents across personal chat threads. OperaBox automatically deploys coordinated WhatsApp, Email, and Portal nudges on your behalf, complete with scheduled escalation rules.
Centralized, secure file vault equipped with real-time OCR parsing. Automatically detects duplicates, checks image legibility, inspects PDF passwords, and validates PAN/GSTIN data at intake.
Eliminate manual diaries and Excel sheets. Instantly index incoming tax notices, auto-track deadlines, and generate highly professional, legally-sound draft responses via built-in AI models.
Stop leaving money on the table. OperaBox auto-generates professional invoices upon compliance filing, sends dynamic payment links, and initiates escalating payment reminder cycles.
Provide a secure, branded dashboard for your clients. They can check real-time filing statuses, upload requests, and access their historic tax returns 24/7 without calling your staff.
Stop wondering who is working on what. OperaBox automatically generates monthly compliance tasks, balances resource routing based on active team workloads, and enforces partner-approved SOP checklists before any return is signed off.
Say goodbye to fragmented email threads and personal WhatsApp chasing. OperaBox deploys unified, branded document requests that nudge clients across WhatsApp, email, and portal notifications on a coordinate schedule until they securely upload their files.
Protect your team's billable hours from corrupted, wrong, or duplicate documents. OperaBox runs real-time OCR parsing and cryptographic integrity checks at intake — automatically flagging unreadable images, identifying password protections, and extracting key registration numbers before they reach your staff's desk.
Never scramble when a GST or Income Tax notice lands. OperaBox automatically ingests, analyzes, and archives notice workflows. Our integrated AI parses the legal allegations, isolates financial exposure, catalogs response deadlines, and drafts structured legal reply arguments for partner review.
Stop leaving partner revenue on the table. The moment a compliance return is marked filed, OperaBox auto-generates tax invoices, attaches secure payment links, and initiates multi-channel follow-ups, driving collection efficiency and eliminating billable leakage.
"We consolidated our entire 12-partner operational flow across four branch offices into OperaBox. It eliminated fragmented spreadsheet tracking and gave us a unified cockpit. Partner-level visibility has never been cleaner."
"Before OperaBox, document chasing was a full-time task. Now, secure white-labeled client portals, OCR verification checks, and automated WhatsApp nudges handle 95% of client chasing. Absolutely premium presentation."
"The automated billing engine has completely optimized our firm's collections. Auto-dispatching payment links upon return filing and scheduling gentle reminder flows reduced outstanding invoices by 42% in under 60 days."
All plans include a 14-day free trial · No credit card required · Cancel anytime · Data in India (ap-south-1)
Consolidate your operations, protect partner margins, and deliver a world-class client experience. Transition your firm in a single afternoon.