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Deadline reminders, document collection and consultation slots on WhatsApp for CAs and tax consultants.

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6 min readUpdated October 2026

Sound familiar?

It is July, and the office smells of photocopier toner. Your personal WhatsApp is full of unread chats. "Sir, Form 16 bhej diya, check kar lo." "AIS mein ek entry galat hai, kya karein?" "GST ka 3B file hua kya?" Kunal, the article assistant, scrolls back three weeks to find one client's bank statement, sent sideways at 11 at night.

The papers live in four places: your phone, the office email, a staff member's phone and a carry bag at reception. The client who says "I sent everything" is sometimes right.

Then the reminders. GST clients need a nudge every month, ITR clients every year, and someone types each one by hand while walk-ins wait on the bench.

What changes

GrowthDwar gives your practice a website with consultation booking, a shared inbox on the official WhatsApp Business Platform from Meta, and poster designs. One dashboard, in English or Hindi.

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A practice website that answers the basics

You answer simple questions: firm name, logo, photos, services, a short "about us", office hours, address and Google Maps location. The website is written from those answers, in one of 8 designs.

List services the way clients ask for them: "ITR filing for salaried", "ITR with capital gains", "GST registration", "GST returns", "Company or LLP registration", "Reply to a tax notice". In "about us", write who the partners are, which clients you serve and how you work.

A note for chartered accountants: check your website and messages against ICAI's guidelines on websites and advertising. Keep the site factual, and keep campaigns to reminders and updates for existing clients.

Visitors see an "Open now" status, a map with directions and a big WhatsApp button. Use the free yourname.growthdwar.com address or connect your own domain.

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Consultation slots instead of a crowded bench

Choose the time-slot mode. The client picks a service, a day and a slot from your office hours. The booking is saved in your dashboard with name, phone, service, day and time. The client can send it to your WhatsApp in one tap and gets an "add to calendar" link.

Two tips:

  • Add "Tax notice: discussion" as its own service, so urgent matters stand out in the list.
  • Office hours take one time range per day. In season, widen the range rather than squeezing in extra slots by phone.

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Documents in one chat per client

Every client writes to one firm number, and the shared inbox keeps each chat with its full history. Photos and documents arrive in that chat, so this year's Form 16 sits next to last year's questions.

Assign each client to the person handling their file, and transfer to a partner when needed. Tag as you go: "ITR salaried", "capital gains", "GST monthly", "GST quarterly", "TDS", "docs pending", "filed". Leave private notes: "Rent receipts missing for Jan to Mar. HRA claim on hold." Roles and permissions give each person only the access their work needs.

Type "/" and a shortcut, and a saved reply goes out: /itrdocs for the ITR checklist, /gstdocs for monthly invoices, /bank for payment details, /office for directions. A WhatsApp Flow, a simple form inside WhatsApp, can ask salaried or business, rental income, capital gains and which year.

One habit worth keeping: ask for papers on chat, never for passwords.

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Practical answers, tax advice from a person

Set the chatbot up for the front desk:

  • A greeting with quick-reply buttons: Book a consultation, Send documents, Talk to the team.
  • Keyword rules: "documents" or "Form 16" gets your checklist. "Notice", "penalty", "scrutiny" or "refund" hand the chat to a person.
  • Business hours with an out-of-hours message.
  • Optional AI replies that use only the practical details you give it.

A response-time target escalates any chat that waits too long to a partner. On the Growth and Pro plans, clients can also call your number on WhatsApp, and the office answers in the browser.

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Due-date reminders to clients who asked for them

Send campaigns to a tag, now or scheduled: an ITR season reminder to "ITR salaried", a monthly nudge to "GST monthly", an advance tax reminder to business clients. Delivered and read counts show how far each reminder reached.

These go only to clients who agreed to hear from you. If a client has not messaged in the last 24 hours, the message must use a format approved by Meta, and WhatsApp's message charges are billed by Meta. At onboarding, ask: "Shall we send due-date reminders on WhatsApp?" Tag the yes. Your client list can come in by CSV import.

Poster designs cover announcements, tips and greetings for Diwali, New Year, Independence Day and Republic Day, with your logo, name and phone added automatically.

Copy, change, send

These are examples. Change the names, dates and lists to match your practice.

  • Greeting with buttons
  • Saved reply for /itrdocs
  • ITR season reminder
  • GST reminder

A day in the life

Take an example practice, Joshi & Associates in Naranpura, Ahmedabad. It is made up, here only to show the flow.

  1. At 10 a.m., Hetal Joshi opens the dashboard. Three clients sent documents overnight. Kunal tags them "docs pending" and starts checking.

  2. At 11:30, a new client asks what to send, and gets /itrdocs and the intake form.

  3. At 1 p.m., a message says "Income tax ka notice aaya hai". The word "notice" hands it to a person, and Kunal assigns it to Hetal. She asks for a photo of the notice and books a slot for Thursday, with a private note: "143(1) intimation, check AIS against return."

  4. At 4, two consultations booked on the website arrive, their papers already in the chat.

  5. At 6, Hetal schedules the approved GST reminder for the 1st, to clients tagged "GST monthly" who said yes, and shares a Diwali closure notice on WhatsApp status.

  6. At 8 p.m., the office closes. Late messages get the out-of-hours reply, and her personal phone stays personal.

Your afternoon plan

Your clients already trust you with their numbers. GrowthDwar keeps their papers in one place and their due dates in front of them. Start your 14-day free trial, no card needed, and get your practice up and running this afternoon.

Start free trial

14-day free trial · No card needed

  1. Start your 14-day free trial (no card needed) and connect your office WhatsApp number through Meta's own sign-up window.

  2. Add your services and write your "about us", keeping your professional guidelines in mind.

  3. Set office hours and turn on booking by time slot. Add "Tax notice: discussion".

  4. Create saved replies: /itrdocs, /gstdocs, /bank and /office, and a short intake form.

  5. Set a greeting with three buttons and keyword rules that send "notice" and "penalty" to a person.

  6. Add your team with the right roles, create your tags, then pick a design and publish.

Questions

Questions from CAs and tax consultants

Something else on your mind? Message us on Instagram at @growth_dwar.

Can I send ITR and GST due-date reminders to all my clients?

You can send them as campaigns to clients who agreed to hear from you on WhatsApp, filtered by tags like "ITR salaried" or "GST monthly". If a client has not messaged in the last 24 hours, the message must use a format approved by Meta. WhatsApp's message charges are billed by Meta.

Can clients send documents on WhatsApp?

Yes. Photos and documents arrive inside each client's chat in the shared inbox, on your firm's business number. Roles and permissions decide what each staff member can do. Ask for papers on chat, never for passwords.

Will the chatbot give tax advice?

Set it up so it does not. Give the chatbot and AI replies only practical details like office hours, document lists and how to book. Use keyword rules so words like "notice", "penalty" or "refund" hand the chat to a person.

Is there a free trial?

Yes. Every account starts with a 14-day free trial, and no card is needed. Set up your website and consultation slots, connect your office number and try it with your team before choosing a plan.

Ready to grow your practice?

Website, bookings, WhatsApp and posters in one place. Start your 14-day free trial, no card needed.

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