WhatsApp Automation for CA and Accounting Firms

GST deadline month: 200 clients to remind, documents to collect, filings to confirm. Manual every time.

GST reminders automated.
Documents collected in 4 days, not 3 weeks.

Automated WhatsApp reminders for every GST, ITR, TDS, and advance tax deadline. Document upload links that clients use instead of calling. Client onboarding that collects KYC in one conversation.

“March and September used to break our team. Now the reminder sequences run automatically. Document collection time dropped from 3 weeks to 4 days. We added 60 more clients this year without adding staff.”

— CA firm, Pune — 380 clients

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4 days

Document collection (was 3 weeks)

96%

On-time filing rate

60+

More clients without extra staff

Zero

Missed deadlines

What WA.Expert does for you

The automations that run in the background while you focus on the work.

GST Filing Reminders

GSTR-1, GSTR-3B, GSTR-9 — automatic reminders 7 days, 3 days, and 1 day before each deadline.

Document Collection

WhatsApp message with a document upload link. Clients send files directly in chat.

ITR Filing Campaign

Annual ITR reminder sequence to all individual clients with a document checklist.

Client Onboarding

New client intake — PAN, Aadhaar, bank details, business type — collected via WhatsApp Flow.

TDS and Advance Tax Reminders

Quarterly TDS and advance tax reminders with payment calculation summary.

Client Query Bot

Handles common queries — due dates, fee structure, required documents — automatically.

— CA firm, Pune — 380 clients

Frequently asked questions

Does this work for sole practitioners?

Yes. A solo CA with 80 clients can set up all deadline reminders in one afternoon and run them automatically. No staff required.

Can I send personalised reminders with each client's specific details?

Yes. Each reminder includes the client's name, their relevant GST number, and the specific filing due.

What about document confidentiality?

WA.Expert is end-to-end encrypted on WhatsApp. Documents sent by clients are stored in your WA.Expert account, which is DPDP-compliant and India-hosted.