๐Ÿฝ๏ธ Restaurant ๐Ÿ’‡ Salon ๐Ÿฅ Clinic ๐Ÿงพ Accountant ๐Ÿ‹๏ธ Gym ๐Ÿจ Hotel ๐Ÿ  Real Estate
๐Ÿงพ Built for Accountants, CAs & CPAs

Stop chasing clients for documents.
Let WhatsApp do it for you.

Tax document collection, deadline reminders, client onboarding, CRA & IRS compliance communication โ€” all automated on WhatsApp. Built for Canadian and US accounting firms.

๐Ÿ‡จ๐Ÿ‡ฆ Canada โ€” CRA Compliant
๐Ÿ‡บ๐Ÿ‡ธ USA โ€” IRS Ready
๐Ÿ‡ฎ๐Ÿ‡ณ India โ€” GST & ITR
Start Free for Accountants โ†’ See All Features ๐Ÿงพ
90%
Less document chasing
0
Missed tax deadlines
5x
Faster client onboarding
24/7
Client communication
๐Ÿ‡จ๐Ÿ‡ฆ Apr 30 โ€” Canada Personal Tax Return (T1) Deadline
๐Ÿ‡บ๐Ÿ‡ธ Apr 15 โ€” US Federal Tax Return (1040) Deadline
๐Ÿ‡ฎ๐Ÿ‡ณ Jul 31 โ€” India ITR Filing Deadline
๐Ÿ‡จ๐Ÿ‡ฆ Jun 15 โ€” Canada Self-Employed Tax Return
๐Ÿ‡บ๐Ÿ‡ธ Mar 15 โ€” US Corporate Tax (S-Corp) Deadline
๐Ÿ‡ฎ๐Ÿ‡ณ Monthly โ€” GST Filing Due
๐Ÿ‡จ๐Ÿ‡ฆ Feb 28 โ€” T4 Slips Deadline
๐Ÿ‡บ๐Ÿ‡ธ Jan 31 โ€” W-2 & 1099 Deadline
๐Ÿ‡จ๐Ÿ‡ฆ Apr 30 โ€” Canada Personal Tax Return (T1) Deadline
๐Ÿ‡บ๐Ÿ‡ธ Apr 15 โ€” US Federal Tax Return (1040) Deadline
๐Ÿ‡ฎ๐Ÿ‡ณ Jul 31 โ€” India ITR Filing Deadline
๐Ÿ‡จ๐Ÿ‡ฆ Jun 15 โ€” Canada Self-Employed Tax Return
๐Ÿ‡บ๐Ÿ‡ธ Mar 15 โ€” US Corporate Tax (S-Corp) Deadline
๐Ÿ‡ฎ๐Ÿ‡ณ Monthly โ€” GST Filing Due
The Problem

Every accountant knows these painful seasons

Tax season shouldn't mean 80-hour weeks chasing clients for documents they've had since January.

๐Ÿ“‚
Document chasing never ends
Emailing clients for T4s, W-2s, receipts, bank statements. Reminding again. And again. Weeks wasted.
โฐ
Deadline panic every season
CRA deadlines. IRS deadlines. GST deadlines. Managing reminders for 200+ clients manually is impossible.
๐Ÿ“ž
Clients call for basic status
"Is my return filed yet?" "Did you receive my T4?" Your phone rings all day with questions you shouldn't be answering manually.
๐ŸŒ
Slow client onboarding
New client signs up. You need 12 documents. Email thread goes back and forth for 2 weeks. Revenue delayed.
๐Ÿ’ธ
Unpaid invoices pile up
Sending payment reminders manually is awkward. Clients "forget." Cash flow suffers. Uncomfortable follow-ups.
๐Ÿ”•
Clients go silent after filing
You file their taxes. They disappear until next year. No quarterly check-ins, no advisory calls, no recurring revenue.
WAPLO for Accountants

Your entire client workflow,
automated on WhatsApp

Built specifically for Canadian, US and Indian accounting practices. Works with how your clients already communicate.

๐Ÿ“„
Tax Document Collection Bot
AI messages each client asking for specific documents โ€” T4, T5, W-2, receipts โ€” based on their profile. Clients upload directly on WhatsApp. Done.
Live Now
โฐ
Automated Deadline Reminders
Set it once โ€” WAPLO reminds every client about CRA, IRS, GST, ITR deadlines automatically. 30 days, 14 days, 7 days, 1 day before. Zero manual work.
๐Ÿ‡จ๐Ÿ‡ฆ CRA + ๐Ÿ‡บ๐Ÿ‡ธ IRS + ๐Ÿ‡ฎ๐Ÿ‡ณ GST
๐Ÿš€
New Client Onboarding Bot
New client joins โ€” AI sends onboarding checklist on WhatsApp, collects all documents, signs engagement letter โ€” in one automated flow. Days become hours.
Live Now
๐Ÿ“Š
Filing Status Updates
"Your T1 has been filed with CRA โœ…" โ€” auto-send status updates as work progresses. No more "Is it done yet?" calls. Clients stay informed automatically.
Live Now
๐Ÿ’ณ
Invoice & Payment Reminders
Automated invoice delivery on WhatsApp. Payment reminder 7 days after. Final reminder 30 days. Professional, consistent, and not awkward. Cash flow improves.
Live Now
๐Ÿค–
24/7 Client Query Bot
Handles common questions โ€” "What's my refund status?", "When is GST due?", "What docs do I need?" โ€” instantly. You focus on billable work.
Live Now
๐Ÿ“ข
Tax Season Broadcasts
Broadcast tax tips, new CRA rules, budget changes, TFSA/RRSP deadlines to all clients at once. Position yourself as the expert they trust year-round.
๐ŸŒ Global
๐Ÿ”„
Year-Round Client Engagement
Quarterly check-in messages, mid-year tax planning reminders, business advisory touchpoints โ€” automated. Turn one-time tax clients into year-round advisory clients.
Live Now
๐Ÿ‘ฅ
Team Inbox for Your Staff
Senior accountant, junior, admin โ€” all handle client messages from one WhatsApp number. Assign by client, track conversations, never miss a message.
Live Now
Advanced Features

Problems no one else is solving for accountants

We went deeper. Here's what makes WAPLO different from any generic WhatsApp tool.

๐Ÿ‡จ๐Ÿ‡ฆ
Punjabi Community Support
Canada has 1.8M+ Punjabi speakers. WAPLO's AI communicates in Punjabi โ€” client messages in Punjabi, gets replies in Punjabi. Surrey, Brampton, Mississauga accountants โ€” this is your edge. No competitor offers this.
๐Ÿ‡จ๐Ÿ‡ฆ Canada Exclusive
๐ŸŒ
NRI & Foreign Income Workflow
NRI clients with India income, property, bank accounts โ€” T1135, T1161 reminders automated. "Did you declare your Indian property?" โ€” WAPLO asks before CRA does. Massive penalty prevention for your clients.
๐ŸŒ NRI Specific
โœˆ๏ธ
New Immigrant Onboarding Bot
"Welcome to Canada! Here's what you need to know about taxes." Step-by-step WhatsApp guide โ€” SIN registration, first return, TFSA, RRSP basics. Turn confused newcomers into loyal long-term clients automatically.
๐Ÿ‡จ๐Ÿ‡ฆ Canada Focus
๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ
Family Filing Manager
One client family โ€” husband, wife, kids, parents โ€” all under one account. Collect everyone's documents separately, track each return individually, but communicate through one family WhatsApp thread. Desi families will love this.
Live Now
๐Ÿ“ฌ
CRA / IRS Notice Handler
Client gets scary CRA letter. Panics. Messages you at 11pm. WAPLO bot says "No worries! Send a photo of the letter." AI explains what it means, urgency level, and books a call if needed. Client calms down. You sleep peacefully.
Coming Soon
๐Ÿ—‚๏ธ
Monthly Bookkeeping Bot
Every month on the 1st: "Hi! Please send last month's bank statement, receipts and invoices." Client uploads on WhatsApp. Auto-organized in your dashboard. No more chasing bookkeeping clients every single month.
Live Now
๐Ÿ“…
Multi-Year Backlog Bot
"I haven't filed for 3 years." Special workflow โ€” collects documents year by year, prioritizes oldest first, keeps client calm with progress updates. Turn backlog nightmares into organized catch-up projects.
Coming Soon
๐ŸŽ
Referral Thank You Bot
Client refers a friend โ†’ WAPLO auto-detects โ†’ sends thank you message โ†’ tracks referral โ†’ you reward at year end. Best clients bring more best clients. Fully automated word-of-mouth machine.
Coming Soon
๐Ÿ“‹
Document Version Tracker
Client sends wrong T4. WAPLO flags it โ€” "This T4 is from 2023, we need 2024." Client resends. All versions tracked. Never again wonder which document is pending, wrong, or outdated across 200+ clients.
Coming Soon
๐Ÿ‡จ๐Ÿ‡ฆ Canada โ€” Punjabi Community

The only platform built for Indo-Canadian accountants

Surrey. Brampton. Mississauga. Scarborough. Canada's Punjabi community is massive โ€” and they prefer accountants who understand their language, their family structures, and their unique tax situations.

โœ“ AI communicates in Punjabi, Hindi & English
โœ“ NRI & foreign income workflow built-in
โœ“ Family filing โ€” joint & individual
โœ“ CASL compliant communication
โœ“ New immigrant tax onboarding
๐Ÿงพ
Gill & Associates CPA
๐ŸŸข WAPLO AI ยท Surrey, BC
เจธเจค เจธเฉเจฐเฉ€ เจ…เจ•เจพเจฒ! ๐Ÿ™ เจ…เจธเฉ€เจ‚ เจคเฉเจนเจพเจกเฉ€ 2024 เจฆเฉ€ เจŸเฉˆเจ•เจธ เจฐเจฟเจŸเจฐเจจ เจคเจฟเจ†เจฐ เจ•เจฐ เจฐเจนเฉ‡ เจนเจพเจ‚เฅค เจ•เจฟเจฐเจชเจพ เจ•เจฐเจ•เฉ‡ เจ†เจชเจฃเจพ T4 เจญเฉ‡เจœเฉ‹เฅค

(We're preparing your 2024 tax return. Please send your T4.)
เจ เฉ€เจ• เจนเฉˆ, เจญเฉ‡เจœเจฆเจพ เจนเจพเจ‚ ๐Ÿ‘
โœ… T4 เจฎเจฟเจฒ เจ—เจฟเจ†! เจ•เฉ€ เจญเจพเจฐเจค เจตเจฟเฉฑเจš เจ•เฉ‹เจˆ เจ†เจฎเจฆเจจ เจœเจพเจ‚ เจœเจพเจ‡เจฆเจพเจฆ เจนเฉˆ? (T1135 เจฒเจˆ เจœเจผเจฐเฉ‚เจฐเฉ€ เจนเฉˆ)
Built for Your Market

Never miss a critical deadline

WAPLO knows every tax deadline in your country โ€” and reminds your clients automatically so you never have to.

๐Ÿ‡จ๐Ÿ‡ฆ Canada โ€” CRA Deadlines
T4 Slips to EmployeesFeb 28
Personal Tax Return (T1)Apr 30
Self-Employed ReturnJun 15
Corporate Tax (T2)6 months after year-end
HST/GST FilingQuarterly/Monthly
RRSP ContributionMar 1
๐Ÿ‡บ๐Ÿ‡ธ USA โ€” IRS Deadlines
W-2 & 1099 to RecipientsJan 31
S-Corp / Partnership (1065)Mar 15
Individual Return (1040)Apr 15
Extended ReturnOct 15
Quarterly Estimated TaxApr/Jun/Sep/Jan
FBAR (FinCEN 114)Apr 15
๐Ÿ‡ฎ๐Ÿ‡ณ India โ€” IT & GST
ITR Filing (Individuals)Jul 31
ITR Filing (Audit cases)Oct 31
GSTR-1 (Monthly)11th of next month
GSTR-3B (Monthly)20th of next month
TDS Return (Quarterly)Quarterly
Advance TaxJun/Sep/Dec/Mar
โœ… WAPLO auto-reminders go out 30, 14, 7 and 1 day before each deadline โ€” to every client, automatically. Zero manual work.
Google Workspace Integration

Every document auto-saved to Google Drive

Client sends a document on WhatsApp โ†’ WAPLO automatically creates their folder, saves the file, and logs it in Google Sheets. Zero manual work. Perfect organization.

๐Ÿ’ฌ
Step 1 โ€” Client Sends Document
Harjeet sends T4 PDF on WhatsApp. WAPLO receives it instantly.
โ†“
๐Ÿ“
Step 2 โ€” Client Folder Created/Found
WAPLO checks Google Drive โ€” "Harjeet Singh" folder exists? If not, creates it automatically.
โ†“
โ˜๏ธ
Step 3 โ€” Document Auto-Saved
T4_Harjeet_2024.pdf saved to /WAPLO Tax Docs/Harjeet Singh/ with timestamp.
โ†“
๐Ÿ“Š
Step 4 โ€” Google Sheets Updated
New row added: Client | Document | Date | Drive Link | Status = Received โœ…
โ†“
๐Ÿ””
Step 5 โ€” You Get Notified
"T4 received from Harjeet Singh โ†’ Saved to Drive โœ… 2 documents still pending."
๐Ÿ“Š WAPLO โ€” Client Documents 2026
Client Document Date Status
Harjeet Singh T4 2024 Apr 23 โœ… Saved
Gurpreet Kaur T5 2024 Apr 23 โœ… Saved
Gurpreet Kaur Bank Statement โ€” โณ Pending
Rajesh Sharma Form 16 Apr 22 โœ… Saved
Michael Chen W-2 2024 Apr 21 โœ… Saved
๐Ÿ“ Google Drive Structure
๐Ÿ“ WAPLO โ€” Tax Documents 2026/
๐Ÿ“ Harjeet Singh/
๐Ÿ“„ T4_2024.pdf โœ…
๐Ÿ“„ T5_2024.pdf โณ
๐Ÿ“ Gurpreet Kaur/
๐Ÿ“„ T5_2024.pdf โœ…
๐Ÿ“„ Bank_Statement.pdf โณ
๐Ÿ“ Rajesh Sharma/
๐Ÿ“„ Form16_2024.pdf โœ…
โฐ
Document Expiry Alerts
Insurance card expiring? WAPLO auto-detects expiry date and reminds client 30 days before. Zero penalties.
โœ…
Completeness Checker
5 documents needed, 3 received? WAPLO auto-messages: "2 documents still pending โ€” T5 and bank statement."
๐Ÿ“…
Calendar Auto-Booking
Client says "Book meeting Thursday 3pm" โ†’ WAPLO checks Google Calendar โ†’ Confirms or suggests alternate slot.
๐Ÿงพ
Invoice Auto-Generator
Service done โ†’ PDF invoice auto-generated โ†’ WhatsApp pe bhejo โ†’ Unpaid? Auto-reminder after 7 days.
๐Ÿ’ฐ
Revenue Dashboard
Every payment auto-logged in Google Sheets. Monthly summary on WhatsApp. Your accounts always up to date.
๐Ÿ‘ฅ
Staff Performance Tracker
Weekly report โ€” who handled how many clients, response time, satisfaction score. Manage your team smarter.
How It Works

Your firm automated in 5 minutes

1
Sign Up & Connect
Connect your firm's WhatsApp Business number. Takes under 5 minutes to set up.
2
Import Your Clients
Add client list via CSV or connect your existing system. Tag by country, filing type, and deadline.
3
Set Your Deadlines
Select which deadlines apply to which clients. WAPLO handles all reminders automatically from there.
4
Focus on Billable Work
Client communication runs on autopilot. You focus on filing, advising, and growing your practice.
Pricing

One client saved = WAPLO paid for itself

Choose your region for accurate pricing.

๐Ÿ‡ฎ๐Ÿ‡ณ India
๐Ÿ‡จ๐Ÿ‡ฆ Canada
๐Ÿ‡บ๐Ÿ‡ธ USA / Global
Starter
โ‚น799/mo
For solo CAs & small firms
  • Document collection bot
  • GST & ITR reminders
  • 2,000 AI replies/month
  • 3 staff agents
  • Client CRM
  • Invoice delivery
Get Started โ†’
โญ Most Popular
Pro
โ‚น2,999/mo
For growing CA firms
  • Everything in Starter
  • 8,000 AI replies/month
  • 8 staff agents
  • Auto deadline reminders
  • Filing status updates
  • Payment reminders
  • Tax broadcast campaigns
  • Year-round engagement
Start Free Trial โ†’
Business
โ‚น5,999/mo
For large CA firms & partnerships
  • Everything in Pro
  • 20,000 AI replies/month
  • Unlimited staff agents
  • API access
  • Priority support
  • Custom workflows
Contact Sales โ†’
๐Ÿ’ก Setup fee of $99 applies for global accounts. No setup fee in India.
What Accountants Say

CPAs & CAs who swear by WAPLO

โ˜…โ˜…โ˜…โ˜…โ˜…
"Tax season used to mean 3 weeks of chasing 180 clients for documents. WAPLO's collection bot cut that to 4 days. I genuinely don't know how I managed before."
M
Michael Chen, CPA
Chen & Associates, Toronto
๐Ÿ‡จ๐Ÿ‡ฆ Canada
โ˜…โ˜…โ˜…โ˜…โ˜…
"The deadline reminder system alone is worth every penny. Zero clients missed their T1 deadline this year. CRA penalties are expensive โ€” WAPLO pays for itself."
S
Sarah Mitchell, CPA
Mitchell Tax Group, Vancouver
๐Ÿ‡จ๐Ÿ‡ฆ Canada
โ˜…โ˜…โ˜…โ˜…โ˜…
"My clients now get filing confirmations on WhatsApp automatically. The 'Is it done yet?' calls stopped completely. My team's morale went up. It's a game changer."
R
Rajesh Sharma, CA
Sharma & Co., Mumbai
๐Ÿ‡ฎ๐Ÿ‡ณ India
FAQ

Questions from accounting professionals

Is WAPLO CASL compliant for Canadian clients? โ–ผ
Yes. WAPLO's opt-in system ensures all client communication complies with Canada's Anti-Spam Legislation (CASL). Clients explicitly opt-in to receive WhatsApp messages, and unsubscribe is always available. We recommend getting written consent during client onboarding โ€” our template includes this.
Can clients send documents securely via WhatsApp? โ–ผ
WhatsApp uses end-to-end encryption โ€” documents sent are encrypted in transit. For highly sensitive documents, we recommend using WhatsApp for initial collection and a secure portal for final storage. WAPLO integrates with your existing workflow without replacing your document management system.
Can I customize which deadlines apply to which clients? โ–ผ
Absolutely. Tag clients by filing type โ€” T1, T2, self-employed, corporation โ€” and WAPLO sends only the relevant deadline reminders to each client. No generic blasts, no irrelevant messages.
Does WAPLO work with QuickBooks or other accounting software? โ–ผ
WAPLO focuses on client communication automation โ€” it doesn't replace your accounting software. It works alongside QuickBooks, Xero, TaxCycle, UFile and others. API integration with accounting platforms is on our roadmap for Pro and Business plans.
Is there a free trial? โ–ผ
Yes! Sign up free and test all features with your own clients. No credit card required to start. Upgrade when you're ready to automate your full practice.
Get Started Today

This tax season, let WAPLO chase
the documents for you

Join thousands of accounting professionals automating client communication with WAPLO. Setup in 5 minutes.

Start Free for Accountants โ†’ Talk to Us ๐Ÿ’ฌ
โœ“ CASL Compliant
โœ“ Cancel anytime
โœ“ Official WhatsApp API
โœ“ CRA + IRS + GST ready