Skip to content
Book a demo
Workflows

Your month-end routine, as a workflow.

The Xegality workflow builder has a CA practice group of steps: pick the client and period, read their documents, run the review agents, draft the client letter and send requests, with a member's approval wherever a client is involved.

Start 7-day free trialBook a demo
Built forCAsCA firms
Monthly GST close
Live
Client and periodSharma Traders · Oct 2026
Read documentsRegisters, 2B, bank
Run GST agentsReturn working and radar
Wait for findings to clearReview queue
Draft client letterApproved before use
Capabilities

What you can do with Workflows.

Client and period

Every run starts with one of your clients and a period: GST month or quarter, TDS quarter or financial year.

Read documents

Pull in the client's documents and the period's files, with a list of what's still missing.

Run review agents

Start GST, tax, books or notice agents and wait for their findings.

Wait for the queue

A step that holds the run until open findings above a chosen severity are resolved.

Draft, then approve

AI drafts a client e-mail or letter from the earlier steps; a member edits and approves it.

Requests, tasks and sends

Document requests, tasks and client messages, each waiting for a member with the right.

Templates

Start from four CA templates.

Four workflows come ready to run or change, and the AI designer can build a new one from a description using the same CA steps.

TDS quarter close · Kapoor Foods LLP
Running

Q2 2026-27

  1. Read the quarter's documents
  2. Run the TDS check3 findings
  3. Wait for findings to clearReview queue
  4. Draft the client e-mail
How it works

How Workflows works.

  1. 1.

    Pick or build

    Start from a CA template, describe the workflow to the AI designer, or add the steps yourself.

  2. 2.

    Run for a client

    Choose the client and period; the steps read, check and draft in order.

  3. 3.

    Approve the steps

    Letters, requests and messages pause for a member's approval before anything reaches the client.

Xegality prepares and checks the work, and a member of your practice reviews and approves it before anything reaches a client. Returns and forms are filed by you on the government portals: Xegality is not a GSP or ERI and never asks for your clients' portal passwords.

Workflows, explained.

Still curious? Talk to our team.

Can a workflow file a return or message a client on its own?
No. Workflow steps never file anything, and document requests and client messages go only after a member with the 'Approve client messages' right approves them.
Can I run one workflow for all my clients at once?
Not yet. One run covers one client and period.
Is AI optional?
Yes. AI steps follow the 'Workflow AI steps' switch in Settings → AI.
Is this the same builder lawyers use?
Yes. It's the same step-list builder, with a CA practice group of steps that only CAs see.

Works well with.

Workflows shares its work with the rest of Xegality.

All CA features

Run your CA practice on Xegality.

Try every CA tool free for 7 days, no card needed, or book a demo and we will walk through it with work like yours.

Start 7-day free trialSee CA pricing