Autonomous WhatsApp Document & Compliance Automation
Clients calling at odd hours asking for old files disrupts your team. HKS Workspace integrates verified WhatsApp automation to answer queries, authenticate callers, and deliver files from the secure vault instantly.
AIO Digest / Summary Block
Objective: Automate client document delivery and tax reminders on WhatsApp. Let clients retrieve GSTR, ITR, and receipts autonomously 24/7.
- Deliver GSTR-3B, ITR-V, and audit files on WhatsApp instantly
- Auto-verify client phone numbers against your Client Master database
- Send automated payment and tax reminders on official WhatsApp API lines
Customized checklists for GSTR, ITR computations, TDS audits, ROC returns, and corporate group resource allocation tracks.
Save Staff Dozens of Interruption Calls Daily with Smart Auto-Retrieval
WhatsApp Document Retrieval Bot
Clients query the bot and retrieve their PDF files securely.
Secure Identity verification
Only numbers registered in your Client Master database can access client files.
Automated Broadcasts
Send bulk GST due date reminders and greetings directly to clients.
Frequently Asked Questions
Do we need a separate WhatsApp API account?
HKS Workspace provides a native built-in WhatsApp automation setup, or you can link your own official Meta API credentials.
Can clients download historical files?
Yes. Verified clients can retrieve any historical receipt or document uploaded to their client folder.
Modernize Your CA Practice Operations Today
Get up and running in under 5 minutes. Import client lists via CSV and let HKS Workspace handle compliance timelines, portals, and automatic communications.