Industries / Accountants & Tax Advisers
Less chasing, deadlines under control
Missing paperwork, deadlines that creep up on people: SmartChat puts reminders, due dates and short updates into your clients' WhatsApp - with a 98% open rate.
Sound familiar?
Paperwork always arrives late
You ask by email, you follow up by phone, and you're still waiting. Missing documents stall every return and every set of accounts, and the hours you spend chasing never show up on an invoice.
Deadlines create constant pressure
Filing dates, payments on account, appeal deadlines: your practice keeps track of them all, your client keeps track of none. It turns into a scramble at the end, when one reminder in good time would have been enough.
Email and phone calls eat the whole day
A quick question turns into a chain of phone calls, and important emails sit unopened for days. Real advisory work gets far less of your time than anyone would like.
How you use SmartChat
Collect documents without chasing
A friendly reminder with a clear list of what is still missing, sent straight to your client's phone. Photos of the paperwork often come back the same day, without a single phone call.
Flag deadlines early
You announce filing dates and payments on account well in advance. Your clients stay relaxed, and your practice works to a plan instead of firefighting at the last minute.
Explain updates and rule changes
New allowances, changed rules, an important ruling: a short note in plain language to the clients it affects - and yours is the practice that told them first.
Ready in 3 steps
- 1
Enter your website: SmartChat reads your practice site, learns your services and your tone of voice - and builds your landing page from it.
- 2
Invite your clients: a link in your client letter, a QR code at reception, a mention at the annual review - every signup runs through a double opt-in.
- 3
Remind and inform: deadlines, document requests and updates go out ready to send - the AI writes the draft, you check it and approve it.
What you get
- 98% open rate instead of unread practice emails
- Paperwork comes in sooner and more complete
- Deadlines without the last-minute scramble
- The AI writes your messages from your website
- Documented double opt-in - GDPR-compliant
- Ready to go in under 60 seconds
Passende Funktionen
FAQs
Does WhatsApp fit with client confidentiality?
Sensitive documents and assessments still belong in the secure channels your practice already uses. WhatsApp handles everything around them: reminders, deadlines and scheduling - in the one place your clients actually read.
Will my clients really sign up for this?
Anyone who gets post from you regularly will welcome a quicker way to hear from you. Signing up takes a moment: tap the link, confirm with a double opt-in, done - and unsubscribing is just as easy.
Who writes the messages?
The AI does, based on your website. It builds your landing page, newsletters and follow-ups and puts every message in front of you for approval. The professional judgement stays entirely with you.
What does SmartChat cost for a practice?
Plans start at 188 euros per month on the annual plan, and contacts are unlimited on every plan. Meta bills the message fees directly, and SmartChat adds no markup.
Is it GDPR-compliant?
Yes. Every client opts in with a double opt-in, every consent is documented, and unsubscribing works at any time with a single word - exactly as GDPR requires.
Start for free today
Enter your website - your WhatsApp marketing is live in under 60 seconds.
Start for free