01
Deadline pile-ups
GSTR-1, GSTR-3B, TDS returns and advance tax dates stack up across hundreds of clients.
Whats Agent for Chartered Accountants
Never let a client miss a GST, ITR or TDS deadline again
For CA firms and tax practitioners: schedule statutory deadline reminders to client groups, chase documents automatically and keep your team ahead of the compliance calendar.
Auto Group CreationScheduled RemindersBulk Re-engagementMessage Analytics
Sound familiar?
Common WhatsApp headaches for Chartered Accountants
02
Last-minute documents
Sales registers, bank statements and Form 16s arrive on the due date itself.
03
Copy-paste reminders
Staff send the same message to each client, one chat at a time.
04
Clients miss rule changes
Updates from new notifications don’t reach clients until it’s too late.
Use cases
What you can automate
Each use case maps to a core Whats Agent feature. See all features →
Client groups by segment
Groups for monthly GST filers, ITR individuals and audit clients, or one per business client.
Statutory deadline calendar
Monthly GST, quarterly TDS, advance tax and ITR reminders scheduled for the whole year.
Document collection follow-ups
‘Please share purchase and sales data by the 5th’ nudges before every filing.
Audit-season coordination
Reminders for trial balances, confirmations and sign-off meetings.
ITR-season re-engagement
Reach last year’s ITR client groups the day the filing season opens.
Follow up only where needed
See which client groups haven’t read the reminder and call just those.
Message templates
Ready-to-schedule examples
Sample messages — swap the {{variables}} for your details.
GST Clients · Monthly FilersScheduled · monthly, 3rd
📅 Reminder: please share your {{month}} sales and purchase invoices by {{doc_deadline}} so we can file GSTR-1 and GSTR-3B before the due date. — {{firm_name}}
Template 1 · edit variables in {{ }} before sending
ITR Clients 2025Bulk re-engagement
Namaste 🙏 ITR filing for {{assessment_year}} is open. Please send Form 16, interest certificates and investment proofs by {{date}}. Checklist: {{link}}
Template 2 · edit variables in {{ }} before sending
Business ClientsScheduled · advance tax
⚠️ Advance tax instalment due on {{due_date}}. Our team will share your estimated liability individually — please keep funds ready.
Template 3 · edit variables in {{ }} before sending
How it works
Live in three steps
1
Group your clients
Import clients and sort them into filing segments.
2
Load the compliance calendar
Schedule the year’s GST, TDS, advance tax and ITR reminders.
3
Chase with data
Use read status to follow up only with clients who haven’t seen it.
Good practice
Due dates can change through government notifications — verify dates before scheduling. Share client-specific figures and documents one-to-one, never in shared groups.
See Whats Agent set up for Chartered Accountants
Book a 15-minute walkthrough tailored to your groups, your calendar and your team.
or WhatsApp us at +91 99631 40558
14-day free trial · No card needed · Setup help included