Proposals in the pipeline with fees left open, closing documents chased in bulk, and business-client onboarding with stages and deadlines.
The 20th arrives and half the clients still have not sent their statements — and the blame for the late close lands on the firm
The client sends an invoice as a photo to the accountant’s personal WhatsApp, who then has to dig through the chat months later to find it
The tax slip falls due, the client pays a penalty and swears "nobody told me" — even though the slip was sent weeks earlier, with no record of who sent what
In tax return season, 300 clients ask the same thing at the same time and support becomes a mess of unread messages
The partner, the tax analyst and payroll all replying from the same number, each on their own phone, with no idea who has answered what
A new client takes weeks to send the articles of association, digital certificate and powers of attorney — and onboarding stalls with nobody tracking it
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Welcome to {{escritorio}}, {{nome}}! 🎉 To start migrating {{empresa}}, I need: 1) Articles of association and amendments, 2) A1 digital certificate, 3) The last 12 tax slips paid, 4) Electronic power of attorney for the tax portal. You can send everything right here — it is recorded and nothing gets lost.
Hi {{nome}}! {{mes}} close for {{empresa}}: still missing {{documentos_pendentes}}. Can you send them by {{data_limite}}? After that the close is delayed and the slips may come out right on the due date.
{{nome}}, the {{imposto}} slip for {{empresa}} is ready: R$ {{valor}}, due on {{data_vencimento}}. Attached. Reply PAID once you have paid so I can mark it off here. ⚠️ After the due date, penalties and interest apply.
Heads up, {{nome}}: the deadline for {{empresa}}’s {{obrigacao}} is {{data}}. We are already preparing the filing here — I just need you to confirm {{informacao_pendente}} by {{data_limite}} so we can submit without a rush.
Hi {{nome}}! Tax return season {{ano}} has started and the deadline is {{data_final}}. To file without a rush, send me: income statements, bank and broker statements, medical and education expenses. Would you like the full checklist?
Hi {{nome}}! {{mes}} payroll for {{empresa}} is closed: {{funcionarios}} employees, total R$ {{valor_total}}. Severance fund and social security slips attached, due {{data}}. Any hires or departures expected next month?
Hello {{nome}}! I sent the fee proposal for {{empresa}} ({{plano}}, R$ {{valor}}/month) on {{data_envio}}. Any questions about the scope? If it makes sense, I can start the migration this month with no setup cost.
Chase closing documents in bulk, with a template personalised per outstanding item and tracking on the kanban
Send tax, social security and severance fund slips with a due-date warning and payment confirmation from the client
Run business client onboarding with a document checklist and a status visible to the whole team
Handle tax return season at scale: checklist, collecting income statements and per-client filing status
Notify the whole book at once about deadlines and changes to filing obligations
Accountants: questions about WhatsApp CRM
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