Service selection
Explain your published bookkeeping, accounts and filing-support services.
Professional services
WhatsApp Chatbot for Accountants & tax firmsStart every client conversation with the right context.
Use WhatsApp to organise bookkeeping, accounting and tax-service enquiries before an accountant reviews the details.
Business knowledge. Team handover. A clear next step.
Built around your businessHelpful answers. Thoughtful follow-up.
THE RIGHT START
Make the first
conversation count.
A new enquiry may concern recurring bookkeeping or a one-off filing. Clarify the service and business context first so staff can explain the scope and next steps.
Explore the WhatsOS AI assistantUseful qualification
Collect the business type, service interest and preferred callback window.
Advisor follow-up
Send detailed tax, deadline and pricing questions to a qualified professional.
FROM HELLO TO HANDOFF
A useful enquiry.
A team ready to help.
Start with a natural question. Gather the details that matter. Let your team confirm the next step.
- Understand the enquiryAnswer from the business information you approve.
- Collect relevant detailsService type · Reporting period · Business type
- Bring in your teamShare the context and make any pending confirmation clear.
Your business assistantIllustrative WhatsApp conversation
Example only · Adapt the questions to your business
A PRACTICAL WAY TO START
Your knowledge.
Your team. Your workflow.
Choose a focused starting point, check the information behind each answer, and test the handover before you go live.
Give it reliable information
- Service coverage and working hours
- Survey or consultation process
- Approved scope, exclusions and cancellation terms
Assign an owner to review these sources when your services, prices or opening hours change.
AI & business knowledgeConfirm what can be completed
Tax positions and filing advice require a qualified review; do not collect tax IDs or bank data here.
Check the exact connector and permissions you need. Without a live connection, collect a request for staff to verify.
Explore integrationsKeep a person in the loop
Bring in your team for: Compliance advice, deadlines or sensitive financial records.
Test missing information, a request for a person and a customer opt-out. Agree who owns the follow-up.
Explore the shared inboxQUESTIONS, ANSWERED
FAQs for
accountants & tax firms.
Have a workflow in mind? Talk to us about the details.
Speak with WhatsOSCan it calculate tax or recommend a filing position?
No. Use the assistant for service enquiries. Calculations, eligibility and advice need a qualified professional and the appropriate records.
Should clients send bank statements in chat?
Avoid requesting financial records, tax identifiers or bank credentials in the initial flow. Direct clients to your approved secure process.
Can the team provide a quote afterwards?
Yes. Use the enquiry brief to assess the work. A staff-reviewed quote should define the scope, fees and any assumptions.
How do we get started with WhatsOS?
Choose the enquiry flow, prepare approved business information and connect your WhatsApp number through the account setup. Agree who takes over, test typical and exceptional conversations, then publish the reviewed configuration.
Can a team member take over the conversation?
Yes. WhatsOS provides a shared inbox for your team. Define who handles enquiries, when the assistant hands over and how the team follows up. Available roles and allowances depend on your plan and configuration.
What happens when a customer opts out?
Opted-out customers must be excluded from broadcast audiences and sending checks. Use the appropriate consent and message-template process for any outbound communication; a previous enquiry is not blanket permission to send promotions.
YOUR NEXT CONVERSATION
Make WhatsApp work
for accountants & tax firms.
Start with one enquiry flow. Build it around your team.