Official WhatsApp Business API · for CAs, tax consultants & accountants
Documents in on time. Fees paid without the awkward call.
Client questions answered, documents sent straight into one team inbox, reminders before the due dates you set, and fee follow-ups with a payment link.
No card · No base subscription · We set it up with you on a free 15-minute call
Hi Rohit, a reminder for your ITR filing. Please send your Form 16 and bank interest certificate here.✓✓
📎 Form16_2026.pdf
Interest certificate kal bhejta hoon
✅ Received, thanks. Our fee for this return is ₹2,500: rzp.io/…✓✓
Assigned to NehaEvery due date, the same chase. Every client, one by one.
Documents arrive at the deadline
Clients forget until the last few days, and your team spends the week calling for bank statements and invoices.
“Maine bheja tha”
The file went to a partner’s personal phone, or an article’s, and nobody else can find it.
Work done, fee still due
Asking a long-time client for payment feels awkward, so it waits another quarter.
For CA firms, tax consultants, accountants and GST practitioners.
Everything below is included. No chatbot add-on, no separate inbox tool.
Your fees, which documents to send, office timings: answered in your words, the moment they ask.
Clients send photos and PDFs on WhatsApp, and they land in the shared inbox, not on one person’s phone.
Tag clients by work, such as ITR, GST or advance tax, and schedule a reminder to only the clients it applies to.
A Razorpay or PayU link in the chat, and a receipt on WhatsApp the moment the client pays.
Partners, articles and staff on the firm’s number, each chat assigned, with private notes and @mentions.
Turn a request into a ticket with status and priority, so nothing is left half done.
PAN on file, type of client, services taken: saved as custom fields, with tags to filter by.
Every fee payment added to your sheet automatically.
Same number your clients have. Same app on your phone.
No new number to announce. GetSetSales connects to the number you already use, and you keep chatting from the WhatsApp Business app. The automations and the team inbox run alongside.
- Nothing changes for clients. Same number, same chats, same profile.
- Your contacts and recent chats come across. Up to 6 months of history.
- Official WhatsApp Business API. Reminders to every client without the ban risk of unofficial tools.
300 due-date reminders a month = ₹45 to us. Meta’s own charge for template messages is billed by Meta directly, at its published rate. Full pricing
Three steps. We do the hard one with you.
Create your free account
No card. Just your name, email and WhatsApp number.
Connect your number
Through Meta’s own window, from a laptop, with the phone that has your WhatsApp Business app.
We set up your firm
Your client list from Excel, tags by type of work, reminders and fee link, set up with you on a call. You leave with it running.
Before you sign up.
Will I lose my WhatsApp Business app or my number?
No. You connect the number you already use and keep chatting from the app on your phone. The automations and the team inbox run on the same number from GetSetSales.
Can clients send documents on WhatsApp?
Yes. Clients send photos or PDFs in the chat as they do today. They arrive in the shared inbox, where anyone in your team assigned to that client can see them.
Can reminders go only to the clients they apply to?
Yes. Import your client list from Excel, tag clients by the work you do for them, and schedule a reminder to one tag. You set the date and the words; Meta approves the template first, usually as a Utility message.
Does it connect to my accounting software?
Not out of the box. Razorpay, PayU and Google Sheets are built in; other software can connect through our API, usually with a developer’s help.
What will it cost?
There is no base subscription. We charge ₹0.15 once per conversation: 300 due-date reminders in a month is ₹45. Your first 100 are free. Meta bills its own charge for template messages to you directly, at its published rate.
I’m not technical. Can I still use it?
Yes. We set it up with you on a free 15-minute call. After that you only change the words when you want to.