Tax filing appointments booked back to back, all season, without a single double-booking.
An accounting firm's busiest weeks are tax season — consultations, filings, and bookkeeping reviews all competing for the same accountants' time. Here's exactly what happens on WhatsApp.
Booking an initial consultation
Client asks a general question
"I need help understanding my filing obligations this year."
AI books with an available accountant
250 AED, matched to whoever's actually free that week.
Confirmed with a reminder
Booking confirmed instantly, with a reminder ahead of the meeting.
Tax filing appointments, at scale
The same booking engine that handles one consultation handles hundreds of filing appointments without double-booking anyone.
Clients book filing appointments
Each checked against the real availability of the accountant handling that client.
Documents requested ahead of time
A secure document-request link collects receipts and records before the appointment, not during it.
Signed off digitally
Final filings or engagement letters get a real e-signature — no printing, no scanning.
Built to survive the busiest week of the year
Real per-accountant availability
Every booking checks the actual accountant's schedule — never double-booked, even at peak volume.
Documents collected ahead of time
Receipts and records arrive through a secure link before the appointment, so time isn't wasted chasing paperwork.
Real e-signatures
Filings and engagement letters get a genuine digital signature, tracked and stored.
See the full feature set
This case study covers one journey — the Retail & Services solution page covers everything the platform offers this sector.
This works the same way for your business type
Accounting is one example — the same building blocks adapt to law firms, professional services, and more.