Overview

Accounting firms manage many clients, deadlines and documents. Gaptix handles client enquiries, appointment booking, document collection and deadline reminders on WhatsApp — winning clients, reducing chasing for documents and keeping compliance on schedule with less administrative overhead.

Use Cases

WhatsApp use cases for Accounting Firms

Every step from discovery to repeat purchase — automated on the channel your customers check most.

Service enquiry

Explain bookkeeping, payroll and compliance services.

Consultation booking

Book client consultations.

Document collection

Collect invoices, statements and records.

Deadline reminders

Remind clients of filing and payment deadlines.

Query resolution

Answer routine accounting queries.

Proposals & invoicing

Share proposals and collect fees.

Report sharing

Share reports and financials securely.

Referrals & retention

Drive referrals and retention.

The Platform

Everything Gaptix gives your Accounting Firms business

One platform to run marketing, sales and support for accounting firms on WhatsApp.

AI Agents

Trained on your catalogue and policies to answer, recommend and sell 24/7.

WhatsApp Catalogue

Showcase products with images, prices and variants right inside chat.

Broadcasts & Campaigns

Segment customers and send offers, launches and reminders that get seen.

Shared Team Inbox

Your team and AI collaborate on one inbox with full context.

Payments & Checkout

Accept UPI, cards, netbanking, EMI and COD with secure links.

CRM & Leads

Capture, tag and nurture every customer automatically.

Chatbot Flows

Design multi-step journeys with conditions, delays and actions.

Analytics

Track opens, replies, conversions and revenue by campaign.

In Action

See it in a real conversation

This is how a accounting firms customer goes from question to checkout — automatically, in seconds.

10xhigher open rates than email

24/7instant AI responses

3xfaster response & resolution

↑more conversions & repeat orders

Gaptix AI online

We're a startup — can you handle our bookkeeping and GST?

Absolutely! We offer monthly bookkeeping + GST filing packages from ₹4,999/month. To tailor a quote, may I know your monthly transaction volume? I'll also book a consultation.

About 200 transactions/month.

Perfect 🧮 I'll prepare a tailored package and book a consultation for Thursday. I'll set up a simple monthly document-collection flow here and remind you before every GST and filing deadline.

FAQ