DocSync is developing WhatsApp Business integration to help CA and finance firms communicate with their clients more efficiently — from payment reminders and document collection to compliance communication and authentication.
The upcoming integration is designed to bring common client communication activities closer to the workflow already managed in DocSync.
Send business-approved reminders to clients regarding pending or upcoming payments.
Follow up with clients when documents required for accounting, tax or compliance work are pending.
Support authentication and verification workflows using one-time passwords.
Keep clients informed about upcoming compliance dates, requirements and important follow-ups.
Help firms maintain professional client relationships with approved festive and occasion communications.
Bring planned client communication closer to the tasks and workflows already managed in DocSync.
The planned integration will allow businesses using DocSync to connect their own WhatsApp Business presence and manage authorized communications from their workflow.
A business will connect its own eligible WhatsApp Business account with DocSync through the supported onboarding process.
Authorized users can select the intended communication, recipients and relevant business workflow.
DocSync will facilitate the delivery of approved business communications through the connected WhatsApp Business setup.
DocSync is designed for CA and finance firms. The planned WhatsApp integration will complement the firm's existing task, document and compliance workflows rather than functioning as a separate communication system.
DocSync is being designed so that businesses remain responsible for the communications they send to their own clients.
The business determines who should receive a communication and for what business purpose.
The integration is intended for legitimate business communication initiated and managed by authorized users of the connected business.
WhatsApp communication is being designed as an extension of DocSync's existing task, document and compliance workflows.
DocSync is a SaaS platform developed and operated by Pragma Infotech for Chartered Accountant and finance firms. The platform brings task management, client document collection, compliance workflows, staff activity and related office operations together in one place.
We are currently developing this capability as an upcoming DocSync feature. Availability will follow the required platform setup, verification and onboarding processes.
