A zero-cost foundation for managing client documents and tracking tax deadlines with ease.
Your firm is likely managing client files in scattered folders and tracking deadlines in manual spreadsheets, leading to missed filings and inefficient data entry from physical invoices.
You will have a single source of truth for all client interactions and an automated way to turn invoice images into structured data, saving hours of manual typing every week.
Centralizes client contact info, communication history, and tax filing pipelines.
Used for internal SOPs, audit checklists, and tracking team tasks.
Automatically extracts data from client invoices and receipts to reduce manual entry.
Assists in drafting client emails, summarizing tax laws, and writing basic Excel formulas.
Use ChatGPT to draft content and paste directly into Notion pages for SOPs.
Embed Notion project pages into Capsule contact notes via URLs.
This stack focuses on the core needs of a 5-person CA firm: organizing client data, automating document extraction, and managing tasks without any monthly subscription overhead. It leverages the generous free tiers of industry-leading tools to ensure ease of use and immediate productivity.
