Overview

CA firms handle audits, filings, advisory and compliance for many clients. Gaptix manages client enquiries, appointment booking, document collection and deadline reminders on WhatsApp — growing the practice, streamlining document flow and ensuring no filing or compliance deadline is ever missed.

Use Cases

WhatsApp use cases for CA Firms

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

Service enquiry

Explain audit, tax, ROC and advisory services.

Consultation booking

Book client and advisory meetings.

Document collection

Collect documents for filings and audits.

Deadline reminders

Remind of ITR, GST, ROC deadlines.

Status updates

Update clients on filing and audit status.

Proposals & invoicing

Share engagement letters and invoices.

Secure report sharing

Share reports and filings securely.

Referrals & retention

Drive referrals and retention.

The Platform

Everything Gaptix gives your CA Firms business

One platform to run marketing, sales and support for ca 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 ca 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

I need help filing my company's annual returns and ITR.

We can handle both. For a private company, annual ROC filings + ITR start at ₹12,000. To begin, I'll share a document checklist and book a consultation. When suits you this week?

Friday afternoon.

Booked 📑 Friday 3pm consultation. I've sent the document checklist — upload here at your convenience. I'll track both filings and remind you well before each deadline so nothing is missed.

FAQ