The bank statements chase themselves, the deadlines remind themselves, the filings confirm themselves, and your January stops being a month of ringing people who "will send it tonight". All automatic, from your number, in your own words.
★★★★★ The same engine got a local clinic 63 new Google reviews in 9 weeks ↗Here is exactly what your client sees, from records request to filing. Every message fires on its own, on your deadline calendar. And every single one is customisable, word for word, so it sounds like your practice.
Every client gets their records request months before the deadline, itemised, with an upload link. The January bottleneck starts unwinding in November.
On your calendar, not January'sMissing documents get chased politely and persistently until they arrive. Partners stop spending billable hours ringing people about bank statements. This is where the system earns its keep.
Until the file is completeSelf-assessment, VAT quarters, confirmation statements, payroll dates: each client reminded about their own deadlines, automatically. Nobody rings you in a panic on the 30th.
Ahead of every deadline"Filed. You owe X by the 31st, pay here." Clients feel looked after, you have a written trail, and the "did my return go in?" calls stop.
The moment you fileAsked right after the filing confirmation, when relief is at its peak. Businesses pick accountants on trust and reviews, and December filers write very warm ones.
After each filingA business picking an accountant reads your reviews before your website. The best moment to ask is the minute their return is filed early and the panic they expected never came. This never misses that moment. Roughly 1 in 6 people asked leaves a review. Unprompted, most businesses get about 1 in 50.
Every single message is customisable. The wording, the timing, the tone, what it includes and what it never says: all specific to your firm. Change any of it whenever you like, add as many steps as you want. All included, nothing is an upsell.
The £200 covers the build: connecting your deadline calendar, writing your messages, pairing your WhatsApp and testing the whole journey end to end. The £59 covers the running of it: hosting, the health watchdog, the message log, and any wording or timing changes you want along the way.
Tell me roughly how many clients the practice has and what you want handled. I reply the same day, usually within the hour.
Fitting for the irony, the fastest way to ask about WhatsApp automation is on WhatsApp. It lands with Jamie, the person who builds and runs it.
WhatsApp Jamie