Overview

Tax consultants help individuals and businesses file accurately and stay compliant. Gaptix handles enquiries, collects documents, books consultations and sends deadline reminders on WhatsApp — winning more clients, easing document collection and keeping every filing on schedule, while sensitive data stays in secure systems.

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 help me file my business GST returns and ITR?

Yes! We handle GST filing and ITR for businesses. To tailor a quote, could you share your turnover and filing frequency? I'll share the document checklist and book a consultation.

Monthly GST, sharing turnover.

Great 🧾 I'll share a quote and the document checklist — upload documents here anytime. I'll manage your monthly GST and ITR filings, keep sensitive data secure, and remind you before every deadline so nothing is missed.

FAQ