Marketer (scheduled sending)
Sends the monthly document request and the tax deadline notice to the whole portfolio in batches, with staggered reminders for those who have not replied. No more manual one-by-one chasing.
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For accounting firms
WhatsApp API for Accounting Firms
Every month is the same chase for documents, and every tax deadline turns into hunting down the client who does not answer email. The firm lives putting out fires on the partner's personal WhatsApp.
R$15per active number / month.Prepaid, with a welcome credit when you create the account, subject to the current campaign.
+74 thousand events per day+60 operations active operations in the Family
What holds you back today
A client who sends the invoice or the statement only two days before closing, and the firm spends the week chasing them one by one on a personal WhatsApp
DAS, DARF and INSS payment slips (Brazilian tax and social security payment forms) sent by email that nobody opens, and then the client complains about a late-payment fine they caused themselves
A filing deadline (DCTFWeb, EFD, SPED, Brazilian tax reporting systems) approaching and half the portfolio still has not sent what is needed
Payroll closed but the client has not confirmed hires, dismissals and overtime in time
The partner and analysts using personal numbers to talk to clients, with no organized history and nobody covering when one goes on vacation
Recurring communication (due date notices, fee adjustments, changes of tax regime) that has to reach the whole portfolio without becoming manual copy and paste
How it works with ZapZap
- 1
Centralize the firm's WhatsApp
Connect a managed number just for the firm and put all clients in one channel, with history organized by company. The analyst goes on vacation and nobody loses the conversation.
- 2
Automate document requests
On the scheduled day, the Marketer sends each client the request for the month's documents. Anyone who does not reply gets an automatic reminder as the deadline tightens, with no analyst needing to remember each one.
- 3
Send slips and announce deadlines automatically
As soon as the slip is generated, the system sends the boleto or PIX with the due date and a reminder a few days before. Through a webhook, your accounting system can trigger the sending at the right moment.
- 4
Filter repeat questions with AI and chatbot
The per-instance AI and the Flow Builder answer the usual questions (duplicate slip, filing status, which document to send) and only pass to a human what really needs an accountant.
What to use
The features that matter here
The ZapZap modules that solve exactly the pain points of this scenario.
Per-instance AI
Answers clients' recurring questions (DAS duplicate, obligation status, which document is missing) and qualifies what needs to go to the accountant, easing the team's load at month end.
Flow Builder (visual chatbot)
Builds the document intake flow with no code: the client replies, sends the file and the chatbot confirms receipt and organizes it by type, with no analyst in the middle.
Anti-block and Family
Automatic typing indicator, delays and non-standard sending lower the risk when sending to dozens of clients at once. Community warm-up prepares a new number before the first heavy batch.
Ready-made messages to adapt
Examples to get started. Personalize them with the customer's name and your business details.
Hello, {nome}! This is the {escritorio} office. The month has turned and I already need {empresa}'s documents to close the books: purchase and sales invoices, bank statements and the timesheet. Can you send them here by the 5th? Any questions, just reply.
{nome}, your DAS slip for {competencia} is ready. Amount: R$ {valor}, due on {vencimento}. The PIX/boleto is attached. I will remind you 2 days before so you do not miss the date and avoid a fine. Any questions, I am here.
Important notice from {empresa}: the filing deadline for {obrigacao} is in {dias} days and I am still waiting for {documento_pendente}. Can you send it by {data}? Without it I cannot submit on time. Thank you!
For recurring sending of slips and billing notices, keep clients' opt-in and handle tax and payroll data in line with LGPD (Brazil's data protection law), since they involve sensitive personal and financial data of the companies served.
Frequently asked questions
Can I send DAS and DARF slips and payroll straight through WhatsApp in an automated way?
Yes. You can send in batches through the Marketer or, via webhook and REST API, let your own accounting system send the slip the moment it is generated, already with the amount, due date and file attached. You can schedule an automatic reminder a few days before the due date.
Does my number risk being blocked when I chase the whole portfolio for documents at month end?
Mass sending always carries risk. That is why ZapZap uses automatic typing indicator, delays between messages and non-standard sending to lower the risk, plus community chip warm-up (Family) to prepare the number before heavy batches. There is no absolute guarantee, but the operation is built to look human.
Is it Meta's official API? Do I need to get templates approved and wait?
No. ZapZap API is unofficial WhatsApp through managed instances. You connect a number by scanning the QR code and start sending right away, with no template approval, no approval queue and no per-message charge. The cost is R$15 per active number per month, prepaid.
How does billing work? Do I pay for each message sent to clients?
No. The model is R$15 per active number per month, prepaid, with no per-message charge. You send whatever volume you need at closing without watching the bill grow per message. There is a welcome credit when you create the account, subject to the current campaign.
Can I split service by analyst and keep the history when someone leaves?
Yes. WhatsApp is centralized at the firm, with history per client, so any analyst can take over the conversation and nobody depends on one person's personal number. The AI and the Flow Builder also filter repeat questions before they reach the accountant.
Start now
Create your account, connect a number in minutes and test the API with warm-up and anti-ban. R$15 per active number/month, prepaid, no lock-in.