A familiar way for clients to reply
Send a structured client information request through WhatsApp. Clients can share answers and documents in the conversation, with a secure request template also available.
CharteredLog / WhatsApp collection
WhatsApp document collection for accounting & tax firms
Your team has better work than “please send the documents.”
Let clients reply on WhatsApp. CharteredLog’s collection agent asks for the information you need, handles routine questions, and keeps missing items visible to your team.
A personal walkthrough, focused on your firm. No obligation.
Mehta Trading
Monthly GST Return
Client conversationWhatsApp collection
Please send the expense receipts to complete your request.
10:42Is a PDF okay?
Yes, please share the PDF here.
Bank statements.pdfDocument received
Collection progress
3 of 4 items received · 75% collected
- Bank statementsReceived
- Sales invoicesReceived
- Purchase invoicesReceived
- Expense receiptsStill needed
Your team can take over the conversation.
One request. A conversation your team can follow.
An illustrative example of how your team can work.
A familiar problem
The documents are somewhere in the chat. The deadline is getting closer.
A list in a spreadsheet. A reminder on WhatsApp. A document in someone’s inbox. Bring the request and the responses together so your team knows what to ask for next.
Routine back-and-forth, handled
The collection agent works through the request, helps clients understand what is needed, and connects their answers to the right items.
Know what still needs attention
See received, pending, and review items beside the chat. Your team can take over a conversation when an exception needs a person.
How it works
A practical place to start.
- 01
Choose what you need
Use a reusable request template to request the client information and documents for the job.
- 02
Send it on WhatsApp
The agent guides the client through the request and responds to routine questions.
- 03
Review the exceptions
See collection progress, check responses, and step into conversations when needed.
Let’s make it specific to your firm
See a client request become a clear collection list.
We’ll show the client’s conversation and your team’s view side by side, from the first request to the items that still need attention.
- Follow a document request through WhatsApp
- See routine client questions answered
- Check missing items and take over the chat
What happens next?
We’ll contact you using the details you share to arrange a convenient time for your demo.
BOOK A PERSONAL DEMO
See what a better day could look like.
A few details so we can make it relevant.
Before we talk
A few useful
answers.
Have something specific in mind?
Bring it to your demo.
Can clients send documents through WhatsApp?
Yes. CharteredLog can send a structured client information request through WhatsApp so clients can answer questions and share documents in the conversation. Responses stay connected to the request. A secure request template is also available.
What does the collection agent do?
When agentic collection is enabled, the agent guides the client through the requested items, handles routine questions, and connects responses to the request. It brings in the assigned employee when the conversation needs professional judgement or the agent is uncertain.
Can our team take over a conversation?
Yes. Your team can view the shared inbox, see what has been received and what is pending, and take over when a client needs help from a person.
What is needed to start WhatsApp collection?
Your practice needs WhatsApp collection configured for its account, a client contact, and a request template describing the information to collect. We can explain the available connection options and setup during the demo.