Client onboarding
FICA, signed mandate and starting balances collected in one flow.
Accounting Firms · WhatsApp Automation
WhatsApp automation for accounting firms.
Client onboarding, document collection and SARS deadline reminders — automated so your team can do the work, not chase paperwork.
Tax season shouldn't mean three weeks of WhatsApp voice notes asking for the same payslip twice. Otomate runs structured intake, chases outstanding documents on a schedule, and only escalates to your team when something actually needs a brain.
What you can automate
Six things automated from day one.
Document chasing
Payslips, bank statements and invoices auto-requested and tracked.
SARS deadline reminders
PIT, VAT and provisional tax reminders sent on schedule.
Annual return prep
Year-end checklists completed by clients before the meeting.
Invoice & payment
Fee notes sent and tracked over WhatsApp — fewer overdue debtors.
Status updates
Clients get real updates on filings without your team writing them.
How it works
See the full process- 01
Free assessment
We map your current lead flow and where customers drop out.
- 02
System design
We design every flow and you sign off before we build anything.
- 03
Build & connect
WhatsApp Business API, CRM and lead sources connected in days.
- 04
Go live & support
Training, go-live, then 30 days of monitoring and tuning.
Example scenario
Provisional tax week with 200 clients
It's IRP6 week. Otomate sends each client their personalised request, collects the figures via structured prompts, chases the stragglers daily, and hands your tax team a clean spreadsheet of who's done, who's outstanding and who needs a real conversation — instead of 200 disconnected WhatsApp threads.
Questions, answered.
Ready to see what an automated pipeline looks like for accounting firms?
Book a free 30-minute assessment and we'll map exactly where leads are leaking — and what we'd change.