VKCA: Driving Digital Transformation in a Chartered Accountancy Firm
DOI:
https://doi.org/10.5281/zenodo.17719310Keywords:
CRM, Upskilling, Cloud Accounting, Compliance Automation, GST, Chartered AccountancyAbstract
Vinay & Keshava LLP (VKCA) is a multi-city Chartered Accountancy and advisory firm serving SMEs, corporates, and cross-border clients. Internship observations revealed reliance on manual onboarding, document handling, and reconciliations that extended GST and income tax return cycles. Manual processes increased error exposure and reduced client engagement, while client relationship management visibility was limited. This case diagnoses flat growth and extended turnaround times, proposing a digital transformation roadmap integrating compliance automation, cloud accounting platforms, CRM systems, and staff upskilling. It incorporates regulatory and industry guidance emphasizing digitization, data security, and auditability as foundations for scalable, trusted services. Governance artifacts and metrics translate technology adoption into cycle-time compression, improved accuracy, and enhanced client retention. Assumptions and limitations regarding data quality and implementation fidelity are noted.
