How to Use WhatsApp Business API for Tax Advisors and Consultants?

The world of finance is transforming every single moment. New challenges, new rules, and new opportunities occur. It would help if you were updated on them, or you will be left behind. 

Enhancing every task with a dedicated and famous platform for the business, and clawing back some work-life balance is also essential when you have to take control of your income. However, there must be a way to be at the top of your game—a method that is easy, automated, and fast. This is when the WhatsApp Business API allows tax advisors and consultants to optimize income.  

The article will guide you that way and help you understand how to use WhatsApp Business API for tax advisors and consultants. So run along with us! Let’s show you how to benefit from WhatsApp for tax advisors and consultants.

What is WhatsApp Messaging for Tax Advisors and Consultants?

WhatsApp Business API is a vital tool that allows companies to reply immediately to client problems and queries, schedule meetings, and share project updates or deliverables via a platform that customers already use for their needs. 

For consultants, it offers Instant access, along with more conversational dialogue, fosters better communication, and helps grow client relationships and satisfaction. Share documents, videos, presentation decks, and many more built-in multimedia messaging for quick interaction and to strengthen feedback loops with customer stakeholders. 

WhatsApp Business API for tax advisors and consultants offers an automated message function for greeting and out-of-office conversation when you’re head down on a project, taking a well-earned break, or working outside of hours.

Benefits of Using WhatsApp for Tax Advisors and Consultants

Let’s understand how tax advisors and consultants streamline engagement easily by offering specific details to taxpayers with an API.

1. Seamless information delivery

The best benefit is that advisors and consultants share essential details with their clients, which are included on their websites. This also makes it practical and more accessible for taxpayers to learn about and understand the information. Thus, tax departments can even send the required documents and forms to clients directly over WhatsApp.

2. Customized engagement

Through the WhatsApp API, taxpayers can share information about their tax cases, and the tax department can stay in touch with them in a tailored manner.

• Custom Messaging: Use WhatsApp messaging to send each taxpayer a message that is unique to their tax-related concerns.
• Targeted Campaigns: By contact grouping, targeted information campaigns can be provided for various taxpayer groups, including high-income groups and first-time tax filers.

3. Chatbots and Automated Reactions

The tax department can save human resources by using the WhatsApp API services to create automated answers to taxpayers’ frequently requested questions.

• 24/7 service: The tax department can offer taxpayers round-the-clock customer service thanks to the WhatsApp API.
• Speedy Reactions: Taxpayers’ inquiries can be promptly answered using WhatsApp API’s automated responses, resulting in fast resolution of problems.

4. Compliance and security

WhatsApp’s business API adheres to the highest security and compliance standards for conversations with tax or other government agencies. 

• End-to-end encryption: Every WhatsApp message is encrypted with end-to-end encryption, assuring the client’s details are secured and protected. 
• Regulatory compliance: WhatsApp Business API meets regulatory requirements, ensuring legal and secure communications for government departments. 

Use Cases of WhatsApp Marketing for Tax Advisors

You can leverage the WhatsApp Business API for these functions:

1. Tax filing alert

Government tax departments use WhatsApp business API to share periodic alerts to clients and taxpayers about their tax filing deadlines to ensure their taxes have been paid on time to avoid any penalties. 

• Advanced scheduling: The WhatsApp API enables the scheduling of alerts in advance to be sent to taxpayers at the right time. 
• Custom reminders: WhatsApp messages allow taxpayers to receive customized reminders based on their particular filing deadlines. 
• Automated follow-ups: These AI-powered chatbot systems share automated follow-up messages till the client takes the required action. 

2. Status updates

It’s critical to periodically update taxpayers on the status of their tax returns and refunds. Tax departments can offer real-time updates on a variety of processes via the WhatsApp API.

• Notifications in real-time: Get up-to-date information on the status of tax returns and refunds.
• Notifications in real-time: The WhatsApp API also gives tax departments access to a mechanism for providing real-time updates on the status of tax returns and refunds.
• Updates that are specific to each taxpayer: Information regarding their tax returns.
• Automated status alerts: The WhatsApp API allows you to set up automated notifications at various points during the tax refund procedure.

3. Instructions and Support

Taxpayers frequently need assistance while submitting their taxes. Tax departments may quickly obtain comprehensive information, FAQs, and support using the WhatsApp Business API.

• Interactive Guide: Using a round-the-clock assistance system, this step-by-step interactive guide helps taxpayers with the tax filing procedure.
• Fast FAQs: Taxpayers have access to a database that includes the queries they have asked at any time.
• Live Support: Taxpayers can receive immediate assistance with real-time chat support provided by the WhatsApp API.

4. Secure document sharing

WhatsApp Business API provides end-to-end encryption support so that only the receivers can access the documents.  This helps share sensitive details like invoices, receipts, contracts, and statements. 

5. FAQ replies

WhatsApp can respond to frequently asked questions concerning costs, policies, procedures, and interest rates. As a result, customers and agents save time, and the customer experience is enhanced.

6. Management of accounts

The WhatsApp API can help users manage their accounts more easily. For instance, WhatsApp users can use short commands to receive statements, pay bills, transfer money, and check their account balance. This benefits customers in terms of accessibility and convenience.

7. Investment guidance

Customers can also receive investment advice via WhatsApp chatbots. For instance, you can inform clients on market trends, insights, and plans according to their objectives and preferences. This aids clients in reaching their financial goals and making well-informed decisions.

8. Loan applications

WhatsApp Business API can be used to receive and process financial loan applications quickly and efficiently. Clients can send their documents, verify their identity, and receive immediate feedback on WhatsApp, lowering the waiting time and paperwork involved in loan approvals. 

9. Customized services

You have to meet the client’s requirements and preferences. A WhatsApp business API ensures this. It allows you to gain deep insights into customer behavior, feedback, and preferences. 

10. Client advocacy

WhatsApp collects feedback from clients and enhances their satisfaction. You can leverage the API to send ratings, surveys, and reviews to clients and gather their suggestions. You can also share rewards with loyal customers through offers and discounts. 

11. Prospect after-care

Let’s say a prospective client filled out a form on your website. Find out via WhatsApp whether they need assistance or have any questions. Using the WhatsApp API, you can transmit rich media messages, such as pictures, movies, files, or places, to improve client satisfaction and offer pertinent data.

How to Get a WhatsApp API for a Consultant & Tax Advisories?

To get the official WhatsApp business API, go through these easy steps to leverage it for your business:

1. At the initial level, sign up or log in to the Getgabs panel.
2. Move to manual onboarding on the left side panel.
3. To create an app, a Facebook developer account is used.
4. Link a non-WhatsApp or new WhatsApp number to the API setup.
5. Upload the required documents, like GST and MSME, to verify your company account on Meta. Verify that the business number will be used for the API.
6. Move to the Getgabs app, and add needed details, including app ID, phone number, and display. Once details are added, the account status will be changed to Green.

Congrats, you’re done! Start message broadcasting now to your audience

Conclusion

The right tool, like WhatsApp messaging API, would be fundamental to the highest benefits and then success in an ever-changing world of tax and consultants. It’s possible with the strength of WhatsApp to grow the powers of client relationships and efficiency, hence positioning their practice for long-term success. Discover the options for tax consultancy tools, take advantage of what such a tool has to offer, and modify your tax practice.

Getgabs allows us to leverage all the features of a modern messaging tool. You can create customized message templates and share them with your buyers. 

Sign up with Getgabs today, and as a tax advisory or consultant, ease your conversation with your buyers through an automation tool!