Last updated: 2026-10-12

WhatsApp CRM for accounting firms

Clients send receipts, questions and urgent requests to their accountant's WhatsApp. When that is a personal phone, information gets scattered and deadlines slip.

One inbox for the whole firm

With a shared number, each client conversation has an owner and stays in the firm's history even when someone is on vacation or leaves the team.

Deadlines and documents

• Scheduled messages reminding clients of document deadlines.
• Quick replies with the list of documents for each service.
• Internal notes to record what was received and what is missing.

New client pipeline

Stages like Inquiry → Proposal → Contract → Onboarding make the commercial side of the firm visible, with monthly fee values to forecast revenue.

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