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Xegality AI for CAs

An AI teammate that knows your practice.

Xegality AI answers from your own clients, filings, notices and invoices, researches GST and income-tax questions from the sources it retrieves, and proposes tasks, reminders and drafts for you to approve. Ask in English, Hindi or Hinglish.

Built forCAsCA firms
Xegality AI
Cited
Mehta ji ka Oct ka 3B file hua?

Not yet. GSTR-3B for October 2026 for Mehta Textiles Pvt Ltd is with the client for approval, due 20 November. GSTR-1 for October was filed on 11 November.12

1Filing desk · GSTR-3B Oct 2026
2Task · GSTR-1 Oct 2026 · ARN recorded
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Capabilities

What you can do with Xegality AI for CAs.

Saved chats with files

Chats are saved and searchable. Attach PDFs, Excel or Word files and photos, and save them to a client's documents.

Answers from your records

What's pending, what's filed, which notices are due, what's unbilled: answered from your practice's data, with links.

Tax research, checked

Answers cite only the Acts, Rules, judgments, circulars and firm memos it retrieved; quotes not found in a source are removed.

Work you approve

It proposes tasks, reminders, document requests, invoice drafts and client messages as cards; nothing runs until you approve.

Notetaker and voice

Record a client meeting for a summary, action items and an advice memo, or talk to it in voice mode.

Claude and ChatGPT

Reach your practice's records from Claude or ChatGPT; actions still wait for your approval there.

Research

Citations it can stand behind.

Each research question first gathers numbered sources: the GST and income-tax Acts and Rules, judgments of the Supreme Court, High Courts, ITAT and CESTAT, Xegality's court database, CBIC circulars in its store, your firm's memos and the rule packs in force on the date in question. The answer may cite only those, and it ends 'Draft for CA review'.

Xegality AI · Research
Cited
Can a CA firm claim ITC on the GST paid for a partner's car?

Generally no. Section 17(5)(a) blocks credit on motor vehicles for transporting persons with up to 13 seats, unless they are used for further supply, carrying passengers or training to drive them.1

1Section 17(5)(a), CGST Act, 2017
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Coworker

It proposes. You approve.

Ask it to create tasks for every QRMP client, remind a client about their bank statement or draft an invoice for unbilled work. It checks names, rights and dates, shows a preview card and runs the work through the app's own services only when a member approves; most actions can be undone within 24 hours.

Waiting for your approval
  • Create 14 GSTR-1 tasksQRMP clients · Q3 2026-27Approve
  • Document request · Sharma TradersBank statement · Oct 2026Approve
  • Invoice draft · Kapoor Foods LLP₹23,600 from unbilled workDraft
  • Reminder · 18 Nov, 10:00Call Mehta ji about the 3BSet
How it works

How Xegality AI for CAs works.

  1. 1.

    Ask

    Type or speak a question, pick a client with @, or attach the files it should read.

  2. 2.

    Check the sources

    Practice answers link to the records used; research answers list the sources behind every citation.

  3. 3.

    Approve the work

    Approve or reject each proposal card. Approved work runs through the same services and rights as the rest of the app.

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.

Xegality AI for CAs, explained.

Still curious? Talk to our team.

Does it file returns or send anything by itself?
No. It reads and proposes. Tasks, requests, messages and invoices happen only when a member approves the card, and nothing is filed on any government portal.
What can it see?
Your practice's own records and the files attached to a chat. Article assistants and staff see their own and unassigned work, as elsewhere in the app, and billing answers need the billing right.
Which languages does it understand?
English, Hindi and Hinglish, including names like 'Mehta ji'. You can also speak a question with the microphone.
Can I switch AI off?
Yes. Chat, research, actions, the notetaker and the briefing each have their own switch in Settings → AI.
What does the notetaker do with a recording?
It transcribes it and writes a summary, key points, action items, an advice memo and a follow-up message in the client's language, then proposes tasks and a document request for you to approve. OTPs, passwords and Aadhaar numbers are left out of the transcript.

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.