📊Professional Services

Clients Never Miss a Deadline. You Never Chase Anyone.

Automate GST, ITR, and ROC deadline reminders, collect documents via WhatsApp, and update clients on filing status — zero manual follow-up needed.

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98%

On-Time Filing Rate

9:41

Business

Online

GST filing reminder + document collection

📊 GST Filing Reminder — GSTR-3B Dear Rajesh ji, Your GSTR-3B for June is due on 20th July (7 days left). Please share: 1. Sales register (June) 2. Purchase invoices 3. Bank statement Send as PDF or images. We'll file within 24 hours of receipt. 🙏

12:10

Sending bank statement now. Sales register will come tomorrow.

12:13

✅ Bank statement received. We'll wait for the sales register. Once received, filing will be done by 18th July — 2 days before deadline. 📋

12:16

✅ GSTR-3B Filed Successfully! Filing Date: 18 Jul 2024 ARN: AB1234567890XX Acknowledgement saved in your file. Next due: 20 Aug for July GSTR-3B. 📊

12:19

Type a message

98%

On-Time Filing Rate

Missed Deadlines

Document Collection Speed

80%

Client Retention Rate

The Exact Problems CA & Finance Firms Face

And how WhatsApp automation fixes each one

📅

Compliance deadline reminders done manually

3hrs/day on calls

Calling 200 clients for GST 3B every month. WhatsApp reminders reach all of them in 2 minutes.

📋

Document collection chaotic and delayed

15 days avg collection

"Please send bank statements, TDS certificates, and purchase invoices" — chased over calls for 2 weeks. WhatsApp checklist collects in 3 days.

💬

New tax notices and advisory not shared proactively

70% clients unaware

Section 43B(h) changes. 30% of your clients are affected and don't know. You should have WhatsApp-messaged them.

How CA & Finance Firms Automate with Reputoo

A step-by-step WhatsApp journey built for your business

📅

Compliance calendar → automated reminders

Pre-set GST, ITR, TDS, ROC deadlines. Reminders go to relevant clients 15, 7, and 3 days before.

→ 98% on-time filing rate

📋

Document collection checklist on WhatsApp

Client receives document checklist via WhatsApp. Sends documents in the same chat. Auto-acknowledged.

→ 3x faster document collection

✅

Filing confirmation with ARN/acknowledgement

Once filed, client receives WhatsApp with filing confirmation, ARN, and date for their records.

→ 100% client confidence and satisfaction

📢

Tax advisory and regulatory update broadcasts

New budget changes, section amendments, and GST rate changes broadcast to affected clients instantly.

→ 80% client retention rate

Tools Built for CA & Finance Firms

Every feature you need — nothing you don't

📢

WhatsApp Broadcast

Send campaigns to thousands at once

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⚙️

Automation Sequences

Multi-step automated follow-ups

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💬

Shared Inbox

Team inbox for all WhatsApp messages

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🤖

AI Chatbot

Instant 24/7 WhatsApp responses

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Questions from CA & Finance Firms

Everything you need to know before starting

How do I send automated compliance deadline reminders to clients?+

Reputoo maintains a compliance calendar with GST, ITR, TDS, and ROC deadlines. Automated WhatsApp reminders go to relevant clients 15, 7, and 3 days before each deadline — zero manual work.

Can clients send documents via WhatsApp for filing?+

Yes. Clients receive a checklist and send PDFs, photos of bills, and statements directly via WhatsApp. All documents appear in Reputoo's dashboard organised by client and compliance period.

How do I update clients when their GST or ITR is filed?+

Set up a filing confirmation automation. When your team marks a filing as complete, Reputoo automatically sends the client a WhatsApp with ARN number, filing date, and next compliance due date.

Can I broadcast tax advisory updates to all clients at once?+

Yes. When new budget sections, GST rate changes, or important rulings come out, broadcast to affected clients via WhatsApp. CAs who share proactive advisory build significantly stronger client relationships.

Can I manage client billing and fee reminders via WhatsApp?+

Yes. Monthly invoice with payment link sent via WhatsApp to each client. Fee reminder sequences for overdue bills go out automatically. Most clients pay within 24 hours of a WhatsApp invoice.