WhatsApp reminders for CA clients, from your own number
Reminders for documents, due dates and fees go out on WhatsApp automatically. Replies land in a shared inbox, so the whole office sees the conversation.
Reminders that go out on time
Document requests, due-date reminders and fee reminders are sent on approved WhatsApp templates, at the time you choose, in English or Hindi.
- Templates for documents, due dates and fees
- Schedules per reminder type
A shared inbox
Client replies come into one inbox linked to the client record. Assign a conversation, reply, and keep the history with the client.
- Linked to the client
- Assign and reply as a team
Your number or ours
Start on FirmSaathi's shared business number, or connect your firm's own WhatsApp Business number when you are ready.
- Shared number to start quickly
- Own number with your firm's name
Who it helps
- Front office
- Stop typing the same reminder fifty times a month.
- Partner
- Every client conversation stays with the firm, not one phone.
Questions
- How many WhatsApp messages are included?
- The Firm plan includes 500 messages a month and Growth includes 1,500. More can be bought as a credit pack.
Related features
- Client portalCollect documents with a link and a PIN, and give clients a simple portal for tasks and invoices.
- BillingGST invoices for your fees, payment links, automatic reminders and receipts.
- Compliance tasksEvery return for every client on one board, with due dates that update themselves when an extension is notified.
See your firm on one screen
30-day free trial of the Firm plan. No card needed.