Stop Chasing Clients for Documents—Automate ITR Season on WhatsApp

Handle 300+ ITR clients without the July chaos. Automated document collection, TVA reminders, advance tax alerts, and compliance tracking—all on WhatsApp.

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45%
Faster client response
Automated replies keep prospects engaged
30%
More consultations booked
Automated scheduling makes it effortless
6+ hrs
Saved per week
No more manual follow-ups and reminders
4x
More client testimonials
Automated requests capture feedback consistently
The Problem

Challenges CA & Tax Practices Face

July ITR Season Madness — 300+ clients waiting till the last week. Calling each client for documents while they're on vacation. Half your time spent chasing, not filing.

Incomplete Document Nightmare — "I'll send Form 16 tomorrow" turns into 2 weeks. Then they send last year's documents. 50% of your time is document verification and follow-up.

TVA Compliance Chaos Every Month — TVAR-1 on 11th, TVAR-3B on 20th—every single month. Business clients forget, then blame you for late fees. You're managing 50+ TVA returns monthly.

Fee Collection Drama — ITR filed in April, fees pending till December. Clients conveniently "forget". Calling about payments feels awkward and unprofessional.

"Is My Refund Processed?" — After filing ITR, clients call every week asking about refund status. You check the portal 100+ times for different clients. Repetitive, time-wasting queries.

Missed Compliance Deadlines — TDS returns, audit reports, ROC annual filings, advance tax quarters—too many dates to track. One missed deadline = penalties + angry client.

Solutions

10 Ways WhatsApp Automation Transforms Your CA Practice

From ITR season to year-round compliance, automate client communication and grow revenue

1

ITR Filing Document Collection Journey

Journey Starter+ $29

Start collecting ITR documents from April—not July. Automated multi-step sequence ensures clients submit on time with early-bird incentives.

JOURNEY: ITR Document Collection
TRIGGER: Tag client "ITR-2025" in April
STEP 1 (Apr 15): Send welcome + document list + early bird offer
STEP 2 (May 1): If no response, reminder with checklist
STEP 3 (May 15): Second reminder + deadline warning
STEP 4 (Jun 1): Urgent reminder + offer expiring soon
STEP 5 (Jun 15): Final call - early bird deadline
STEP 6 (Jul 1): Last chance reminder before July 31
EXIT: When client replies "READY" or documents received
How it works: Instead of chaotic July, you start in April. Automated reminders at 2-week intervals keep clients engaged. Early bird discount incentivizes quick submission. Each message escalates urgency (friendly → reminder → urgent). Articles can tag clients in bulk, Journey handles the rest. By June, 60-70% documents are in—July becomes manageable.

Workflow tip: Segment clients by ITR type (salaried vs business) to send relevant document lists. Business clients need different docs than salaried.
2

Monthly TVA Return Reminders

Campaign Pro $99

Automatic monthly campaigns to all TVA clients 5 days before deadline. Personalized for QRMP vs monthly filers with exact due dates.

CAMPAIGN: Monthly TVA Reminder
TARGET: All contacts tagged "TVA-client"
SCHEDULE: 5th of every month (5 days before TVAR-1)
MESSAGE: Personalized with client's business name
PERSONALIZATION:
  - If tagged "QRMP" → different dates
  - If tagged "Monthly" → 11th and 20th dates
FOLLOW-UP: Day before deadline if no response
AUTOMATION: Set once, runs every month automatically
How it works: Create one campaign, schedule it monthly on 5th. System pulls each client's name and filing type from tags. QRMP clients get different dates than monthly filers. Reminder goes automatically—you don't touch it. Clients get advance warning, penalty awareness, and clear action items. Response rate: 80%+ compliance vs 50% with manual calls.

Workflow tip: Tag clients "QRMP" or "Monthly" during onboarding. This powers personalized deadline dates in all TVA campaigns.
3

Advance Tax Payment Alerts

Campaign Pro $99

Quarterly advance tax reminders to business clients and professionals with estimated liability calculations and challan help.

CAMPAIGN: Advance Tax Q3
TARGET: Contacts tagged "business-client" OR "professional"
SCHEDULE: December 5 (10 days before Dec 15 deadline)
PERSONALIZATION: Use last year's tax data
RULE: Listen for CALCULATE/CHALLAN/CALL replies
  - CALCULATE → Trigger document request Journey
  - CHALLAN → Send challan generation form
  - CALL → Notify CA to call client

QUARTERLY DATES:
Q1: June 5 (due June 15)
Q2: September 5 (due September 15)
Q3: December 5 (due December 15)
Q4: March 5 (due March 15)
How it works: Four campaigns per year on same template, different dates. System pre-fills last year's tax from client records. Estimated calculation prompts early action. Interactive options (CALCULATE/CHALLAN/CALL) let clients choose their path. Prevents last-day rush and interest penalties. Positions you as proactive advisor, not reactive filer.

Workflow tip: Maintain last year's tax in custom fields. This powers all advance tax, TDS, and planning campaigns with personalized numbers.
4

TDS Return Compliance Tracker

Sequence Pro $99

Automated reminders for TDS payment (7th), TDS return filing (quarterly), and Form 16 issuance deadlines for employer clients.

SEQUENCE: TDS Compliance
TRIGGER: Tag "TDS-deductor" (employer clients)
MONTHLY (1st of every month):
  Reminder: Pay last month's TDS by 7th
QUARTERLY (Jan 15, Apr 15, Jul 15, Oct 15):
  TDS return due in 15 days
  Document collection request
DAY -7: Urgent reminder if data not received
DAY -2: Final reminder before deadline
ANNUAL (May 15):
  Form 16 preparation starts - share data

PERSONALIZATION: Company name from contact field
How it works: Employer clients have recurring TDS obligations—monthly payment, quarterly returns, annual Form 16. This sequence automates all reminders year-round. Monthly messages for TDS payment, quarterly messages for return filing with document requests. System tracks if client replied "SENT" to skip follow-up reminders. Ensures zero missed TDS deadlines, protecting clients from penalties and you from blame.

Workflow tip: Tag employer clients "TDS-deductor" during onboarding. Non-employers won't get these messages, avoiding confusion.
5

ROC Annual Filing Reminder

Campaign Starter+ $29

Annual reminders for company clients about AGM, financial statements, annual returns, and director KYC—comprehensive compliance calendar.

CAMPAIGN: Annual ROC Compliance
TARGET: Contacts tagged "pvt-ltd" OR "llp"
SCHEDULE: July 15 (2 months before Sept 30 deadline)
PERSONALIZATION:
  - Company name from contact field
  - Incorporation date
  - Director names
  - Last year's filing status
FOLLOW-UP:
  August 15: Reminder if no response
  September 1: Urgent notice - 30 days left
  September 15: Final warning - 15 days left
How it works: Company compliance is annual but critical. One missed deadline = compounding penalties and director disqualification. Campaign in July gives 2+ months for document collection, audit completion, and filing. Personalized with company details (name, directors) from your CRM. Comprehensive checklist prevents "I didn't know" excuses. Follow-up reminders ensure timely completion. Professional, systematic communication builds trust.

Workflow tip: Save incorporation date and director details in client profile. This enables personalized compliance calendars for each company.
6

Tax Planning Consultation Booking

Campaign Business $470

In January-March, proactive tax planning offers to high-income clients. Book consultations to sell advisory services beyond compliance.

CAMPAIGN: Tax Planning Consultation
TARGET: Contacts tagged "salaried" AND "high-income"
SCHEDULE: January 15, February 1, March 1
PERSONALIZATION:
  - Income bracket from last year's ITR
  - Current regime (old/new)
  - Estimated tax savings opportunity
GOAL: Book 30-min consultation calls
CONVERSION: Advisory service upsell
RULE: If reply contains time/day → notify CA for booking
OUTCOME: Position as advisor, not just ITR filer
How it works: Most CA practices are transactional (file ITR, collect fee). Tax planning positions you as strategic advisor. Campaign targets salaried clients earning 15L+ who benefit most from planning. Personalized savings estimate grabs attention. Free consultation lowers barrier. During call, you suggest mutual funds, insurance, NPS—earning advisory fees and commissions. One campaign generates 20-30 consultation bookings, converting 40-50% to paid advisory services.

Workflow tip: Segment clients by income bracket from last ITR. Send planning offers only to high earners who benefit most and pay for advice.
7

Tax Saving Investment Reminders

Campaign Pro $99

Quarterly reminders throughout the year encouraging clients to invest in tax-saving instruments instead of last-minute March rush.

CAMPAIGN CALENDAR: Tax Saving Reminders
APRIL: Year starts - plan 80C investments early
JULY: Q1 review - track progress
OCTOBER: Mid-year check - course correction
JANUARY: Final push - 3 months left
MARCH: Last chance - emergency options

TARGET: All salaried clients
MESSAGE: Quarter-specific advice
GOAL: Position as financial advisor
REVENUE: Mutual fund commissions + advisory fees
PERSONALIZATION: Income slab determines urgency
How it works: Clients procrastinate tax saving till March, then make poor decisions under pressure. Quarterly nudges throughout the year encourage systematic investing. April message plants the seed, October reminds mid-year, January creates urgency. Each message educates about different instruments. Positions you as financial wellness partner, not tax-season-only CA. Creates opportunity for mutual fund advisory (earn commission) and paid planning services.

Workflow tip: Partner with mutual fund platform for referral commissions. Your tax saving advice becomes revenue stream beyond CA fees.
8

Audit Preparation Document Sequence

Sequence Starter+ $29

For clients requiring tax audit, systematic document collection starting 3 months before deadline with step-by-step checklists.

SEQUENCE: Tax Audit Preparation
TRIGGER: Tag "audit-required" in June
WEEK 1 (Jun 1): Introduction + Phase 1 checklist (books)
WEEK 3 (Jun 15): Reminder Phase 1 + Phase 2 preview
WEEK 5 (Jul 1): Phase 2 checklist (supporting docs)
WEEK 7 (Jul 15): Reminder Phase 2 + Phase 3 preview
WEEK 9 (Aug 1): Phase 3 checklist (closing entries)
WEEK 11 (Aug 15): Final data collection reminder
WEEK 13 (Sep 1): Audit report review
WEEK 14 (Sep 15): ITR filing with audit report
EXIT: When audit report filed successfully
How it works: Tax audit is complex, multi-phase process. Starting in June (4 months early) gives ample time. Breaking into 3 phases (books → supporting docs → closing) makes it manageable. Each message is a mini-checklist, not overwhelming. Two-week intervals keep momentum without harassment. Clients appreciate structure and advance notice. Your CA/auditor gets organized data, not last-minute chaos. Zero audit deadline misses.

Workflow tip: Coordinate this sequence with your network auditor. They get systematic data flow, you get happy clients and timely completion.
9

Client Onboarding with Document Checklist

Journey Starter+ $29

When new client signs up, automated welcome journey collects all necessary documents, agreements, and background information systematically.

JOURNEY: New Client Onboarding
TRIGGER: Tag "new-client" when signed up
STEP 1 (Immediate): Welcome + Step 1 (personal info)
WAIT: For client to share PAN/Aadhar/email/DOB
STEP 2 (After Step 1 received): Request business details
WAIT: For TVAIN, business info, turnover
STEP 3 (After Step 2 received): Profile complete confirmation
THEN: Send engagement letter email
THEN: Request agreement confirmation
THEN: Share fee details and payment request
THEN: Move to "active-client" tag
THEN: Activate relevant compliance sequences
How it works: New client onboarding is often chaotic—incomplete info, delayed services, confusion. This Journey systematizes it. Step-by-step collection (personal → business → agreement → payment) prevents overwhelm. Waits for client response before next step (not time-based). Confirms receipt of each item, giving confidence. Automatically activates compliance reminders once onboarded. Professional first impression. Articles can tag "new-client", Journey does the entire onboarding without CA involvement.

Workflow tip: Have article assistant handle this Journey. They respond to questions, CA only involved if complex queries arise.
10

Service Fee Collection Reminders

Sequence Starter+ $29

After service completion (ITR filed, TVA return submitted), automated professional fee reminders with payment links and options.

SEQUENCE: Fee Collection
TRIGGER: Tag "service-completed" after filing
DAY 0 (Immediate): Service completion + fee request
DAY 3: Gentle reminder if no payment
DAY 7: Second reminder with payment urgency
DAY 15: Final reminder before "overdue" status
DAY 30: Overdue notice - polite but firm
EXIT: When payment received

RULE: If payment screenshot shared → send receipt
AUTOMATION: Receipt generation from template
TAGS: Move from "service-completed" to "paid"
How it works: Fee collection is awkward for CAs—you delivered service, client delays payment. This sequence makes it professional and systematic. Day 0 request is natural (service complete, here's fee). Multiple payment options reduce friction. Reminders are polite but persistent. Screenshot confirmation gives instant gratification. Automated receipt generation completes the loop. No personal calling needed. 90% payments received within 7 days vs 60% with manual follow-up.

Workflow tip: Send fee request immediately after service completion while client is still grateful. Delayed requests get delayed payments.
CRM

Track Every Client Journey

From inquiry to compliance to annual retention

Inquiry
Service interest
Onboarding
Collecting docs
Processing
Filing/return prep
Completed
Service delivered
Paid
Fees collected
Annual Client
Retained
Capabilities

What You Can Achieve

Capability Starter
$29/mo		 Pro
$99/mo		 Business
$470/mo
ITR document collection journey ✓ ✓ ✓
TVA monthly reminders ✓ ✓ ✓
Advance tax alerts ✓ ✓ Personalized ✓ Personalized
TDS compliance tracker ✓ ✓ ✓
ROC annual filing reminders ✓ ✓ ✓
Tax planning consultation booking ✓ — ✓
Tax saving investment reminders ✓ ✓ ✓
Audit preparation sequence ✓ ✓ ✓
Client onboarding automation ✓ ✓ ✓
Fee collection reminders ✓ ✓ ✓
Client records Up to 500 Up to 5,000 Up to 25,000
Team members 2 5 15
Client segmentation (salaried/business) — ✓ ✓
Compliance calendar campaigns 2/month 10/month Unlimited

Prices in USD. View pricing in your local currency →

RECOMMENDED FOR CA PRACTICES

Pro Plan - $99/month

Prices in USD. View pricing in your local currency →

Perfect for established CA practices handling 200-500 clients across ITR, TVA, TDS, and company compliance with article assistants.

5,000 client records (handles ITR season surge)
5 team members (CA + articles/staff)
Client segmentation (salaried vs business)
10 campaigns/month for compliance
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Solo practitioner with <200 clients? Starter Plan ($29/mo) covers essential ITR and TVA automation.
Multi-location firm or 500+ clients? Business Plan ($470/mo) adds tax planning campaigns and unlimited automation.

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