Flow · Tax & Accounting

We need a few documents

A complete Tax & Accounting conversation, deadlines, documents, reviews.

A complete two-way WhatsApp conversation

This flow shows the full thread a tax & accounting customer would see: a verified business sender, a rich card, suggested replies they can tap, and the booking or confirmation that follows. Every message is fully customizable.

How WhatsApp works for Tax & Accounting

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9:41

Ledger & Co

online

Today

Hey {{first_name}}! Ledger & Co here with something just for you.9:41

Tax season

We need a few documents

Hi {{first_name}}, to file on time we need your W-2 and 1099. Tap to upload securely in seconds.

9:41

UploadQuestions?

Upload9:41

Great 📎 Here's everything we need to file on time:9:41

Tax season

Your document checklist

W-2 done, 1099 pending, mortgage interest pending. Upload securely.

9:41

Upload documents9:41

✅ Got them, {{first_name}}! That's everything. We'll have your return ready to review this week.9:41

Message