For CA firms
WhatsApp automation for CA firms
WhatsApp automation for CA firms that collects client documents, sends GST and ITR deadline reminders, and shares invoices and payment links on WhatsApp, so your team stops chasing clients by phone.
See plans and pricingWhere CA firms lose time chasing clients
- Calling clients again and again for invoices and bank statements
- Documents scattered across staff phones and personal chats
- Deadline reminders sent one client at a time
- Fee follow-ups that feel awkward and get delayed
Use cases
What ca firms teams automate on WhatsApp
01
Collect documents on WhatsApp
- Clients send PDFs and photos straight to your firm's number
- Every file stays in that client's chat, visible to your team
- Automatic follow-up if documents haven't arrived
Hi {{name}}, to file your {{return}} we still need: {{documents}}. Please send them here as PDF or photos.02
GST, TDS and ITR deadline reminders
- Reminders to the right clients before each due date
- Segment clients by return type (GST, TDS, ITR)
- Second reminder only for those who haven't responded
Reminder: {{return}} for {{period}} is due on {{date}}. Please share your documents by {{cutoff}} so we can file on time.03
Invoices and fee payments
- Send your fee invoice in the chat
- Payment link for quick UPI payment
- Polite automatic reminders until paid
Hi {{name}}, your invoice for {{service}} is ₹{{amount}}. Pay securely here: {{link}}. Thank you!04
Filing confirmations
- Tell clients the moment a return is filed
- Share the acknowledgement in the chat
- Fewer “Is it done?” calls
Good news {{name}}! Your {{return}} for {{period}} has been filed ✅ Acknowledgement attached.05
One team inbox for every client
- All client chats on one firm number, not on staff phones
- Assign clients to article assistants or partners
- Client history stays with the firm when staff change
Hi {{name}}, {{staff}} from our team will handle your {{work}}. Reply here anytime.
Recommended plan
Growth, from ₹1,999/month
Includes the CRM with segments for GST, TDS and ITR clients, unlimited broadcasts for deadline reminders, automations for follow-ups and payment links for fees. Move to Pro for a 10-user team inbox and departments. Prices exclude 18% GST.
Ready-to-use templates
Copy a message, make it yours
Templates need Meta's approval before you send them. Swap the {{1}}, {{2}} placeholders for your details.
Return deadline reminder
UtilityHi {{1}}, your {{2}} for {{3}} is due on {{4}}. Please share the required documents by {{5}} so we can file on time.
Documents pending
UtilityHi {{1}}, we're still waiting for {{2}} to complete your {{3}}. Please send them in this chat.
Fee invoice
UtilityHi {{1}}, your invoice {{2}} for ₹{{3}} is ready. Pay securely here: {{4}}
The tools behind it
Features ca firms teams use most
Your customers are already on WhatsApp.
Meet them there.
- 14-day free trial
- No card needed
- Setup support included
Are client documents safe on WhatsApp?
WhatsApp messages are encrypted in transit, and documents arrive on your firm's official number instead of staff phones. Access in the team inbox is limited to the team members you add.
Can I send different reminders to GST, TDS and ITR clients?
Yes. Tag clients by the work you do for them and send each group its own reminder template.
Does it connect to my accounting or practice software?
Direct integrations with Tally or practice-management software aren't available yet. You can import your client contacts and work with documents from the shared inbox.
Can my article assistants use it?
Yes. Add team members to the shared inbox and assign clients to them. Growth lets you add members anytime; Pro includes 10 users.
What does each message cost?
Meta charges per template message. Deadline reminders and invoices are utility messages, which cost less than marketing ones. See our pricing page for current rates.