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
- 01
Client asks a general question
"I need help understanding my filing obligations this year."
- 02
AI books with an available accountant
250 AED, matched to whoever's actually free that week.
- 03
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.
- 01
Clients book filing appointments
Each checked against the real availability of the accountant handling that client.
- 02
Documents requested ahead of time
A secure document-request link collects receipts and records before the appointment, not during it.
- 03
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.