Kognora for CA practices
Answer a two-year-old question while the client is still on the phone.
Filing season is busy enough without searching old history. Kognora keeps each client's documents, threads, figures and agreed positions together — and answers from them, with the source attached.
A familiar working day
A client calls during filing season. They want to know why a payment from two years ago was treated a certain way. You remember the discussion — but the useful pieces are scattered: one figure in a report, an approval in a message, the final position in an email sent after the meeting.
The client does not see the search. They only hear the pause.
With Kognora, the question, the answer and the exact source sit together. You check what was agreed, see the supporting document, and reply with confidence at the busiest time of year.
What it does for the practice
Every client, audit-ready in one place
Working papers, reports, fee discussions and follow-ups stay attached to the client they belong to — not to whoever handled them last.
Ask for the document, not the folder
“Which documents are still pending from Mehta & Co?” beats scrolling four hundred WhatsApp threads at 11 pm.
Figures that show their working
Every number in an answer arrives with the document it came from. Where two documents disagree, you see both.
Replies in your words, sent by you
Kognora drafts the response to the client. You read it, correct it if needed, and press send. Always you.
The guarantees
What it will not do.
Client data is not used to train anyone's model.
Not ours, not any provider's. Your clients' files are your clients' files.
Nothing reaches a client without a human pressing send.
Kognora drafts. A person reads the draft and approves it. There is no mode in which it messages anyone on its own.
Every figure traces to a source document.
Answers arrive with the document they came from, openable and checkable. Where two of your own documents disagree, Kognora shows both rather than quietly picking one.
Each client's record is isolated.
One client's information never appears in an answer about another.
Questions CA practices ask
Can an AI tool see my clients' confidential information?
Kognora stores each client's record separately, and one client's information never appears in an answer about another. Client data is not used to train anyone's model.
Do I have to stop using WhatsApp the way I use it now?
No. Kognora runs alongside the practice's existing WhatsApp. Nobody changes how they work.
Where do the figures in an answer come from?
From your own documents. Every figure is shown with the document it came from, which can be opened and checked.
Will it message my clients on its own?
No. Kognora drafts replies. Nothing reaches a client until a person has read the draft and pressed send. There is no automatic mode.
Bring one client's file.
Free to join. Personal onboarding, no credit card, nothing to install — and it runs alongside how you already work.