Overview

Tax consultants help individuals and businesses file accurately and on time. Gaptix handles enquiries, collects documents, books consultations and sends deadline reminders on WhatsApp — winning more clients during tax season, reducing document chasing and keeping every filing on schedule.

Use Cases

WhatsApp use cases for Tax Consultants

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

Tax enquiry

Answer questions on filings and services.

Consultation booking

Book tax-planning and filing consultations.

Document collection

Collect Form 16, statements and proofs.

Deadline reminders

Remind of ITR and advance-tax deadlines.

Filing status

Update clients on filing progress.

Fee & payment

Share fees and collect payment.

Refund tracking

Help track refund status.

Referrals & retention

Drive referrals and retention.

The Platform

Everything Gaptix gives your Tax Consultants business

One platform to run marketing, sales and support for tax consultants 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 tax consultants 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

Can you file my ITR this year? I'm a salaried employee.

Yes! For salaried filing with a single Form 16, our fee is ₹999. Just share your Form 16 and bank details here and I'll get started. Want to proceed?

Yes, sending Form 16.

Received 🧾 I'll prepare your return and share a summary for approval before filing. I'll update you on submission and help track your refund. I'll also remind you next year well before the deadline.

FAQ