Do clients have to use a new portal?

No. Keep records however they already do: Xero, a spreadsheet, photos in WhatsApp. We turn that into one shared list. Clients who live in WhatsApp can get a chase or a deadline reminder there, and tap to review.

Do you take over the practice WhatsApp inbox?

No. We wire WhatsApp Business through a provider such as Twilio when we scope the build. Staff send pack chases from the queue. Personal chats stay out of the system.

Is this a WhatsApp product we subscribe to?

No. We build a practice system around how your firm already chases, as a project with price in writing after a free discovery call. You own it.

Do you connect to HMRC as agent software?

No. We build the shared list, chase, and reminders around work your team already files. You keep your tax software and agent relationship. We do not pull HMRC liabilities or submit returns.

Job we remove

Photos in WhatsApp becomeone shared list

Keep records however clients already do. Receipts and VAT pack photos land in WhatsApp. We turn that into a list of what you still need, a logged chase, and a reminder when the week is tight. Staff stop rebuilding the list from threads.

Request a discovery call

The problem

Why practices look for this

The same chase loops show up before every filing deadline. Here is what usually breaks first.

Tell us which one hurts most

Pack photos live on someone's phone

Clients already send invoices as WhatsApp photos. The file is in a thread. The pack status is in a spreadsheet. Nobody can see both without hunting.

Chase lists get rebuilt from threads

Before VAT week, staff scroll chats to remember who was asked, who replied, and what is still missing. That morning is the job. It should not be.

Portal logins get ignored

Asking every client to upload into a new portal fails when they already live in WhatsApp. The firm then chases twice: once in the portal, once in the chat.

Our approach

How we help

Custom software for UK accounting firms. Shaped around your packs, channels, and filing calendar.

WhatsApp in, shared list out

Photos and replies land against the client pack. Staff work one outstanding list. The chat is a channel, not the system of record.

One reminder from the list of what you still need

Staff send a chase or schedule a reminder from the same missing-item list. The client sees what the firm still needs. The log updates. Nobody rebuilds it from memory.

Two seats, one truth

Staff queue and client outstanding stay matched. When something arrives in WhatsApp, the pack moves. When it is still short, the reminder has a specific ask.

What you get