Document requests, deadline reminders and monthly bookkeeping follow-ups, handled from one shared WhatsApp inbox for your whole practice. Matlab har client ka record aur har deadline, aik jagah, bina Excel ki tension ke.
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FBR deadlines do not move, but your clients act like they do. Payslips, bank statements and invoices arrive in a panic, half of them on someone's personal number.
Salary tax slab, NTN status, when is the return due. Your staff answers the same list on calls and chats while real filing work waits.
Bookkeeping clients forget to send records, fall behind, then blame the firm. Without regular follow-ups, small gaps turn into lost clients.
No new apps for your customers to learn. Everything happens in the chat they already use every day.
A friendly flow asks each client for the month's bank statements, invoices and payroll details, and collects the files right inside the chat. Your team sees everything in one shared inbox, sorted by client.
Sales tax, income tax, withholding statements. Every client on the list gets a timely WhatsApp reminder with what is due and what to send, and replies land back in the shared inbox.
No boxes to drag. You write it, the flow builds itself.
With the AI flow builder you do not drag boxes around. You write what should happen in plain words, and SocialGeniex builds the working flow for you.
Partners, accountants and assistants, everyone replies from the same firm number, with every client conversation in one place.
Your whole practice replies from the same firm number. No client files hiding in personal phones.
Checklists and guided flows collect statements, invoices and payroll records right inside the chat.
Automatic WhatsApp reminders before FBR and SECP deadlines, so clients act on time.
Tax slabs, office timings, document lists, answered automatically, even after hours.
Budget changes, deadline extensions and firm announcements to opted-in clients, in one go.
Every conversation, document and note stays in one thread your whole team can see.
Sign up free and connect your WhatsApp Business number, or get one during signup.
Add your monthly and annual clients, and turn on document and reminder flows.
Collect records, send reminders and answer questions from a single shared inbox.
Every plan starts free with no card required. Yearly billing saves 20%.
For solo practitioners getting organised.
or Rs 3,599/mo billed yearly
For firms with a steady monthly client list.
or Rs 11,999/mo billed yearly
For busy practices and multi-partner firms.
Prices in PKR. Compare full plans
They simply reply in the chat. A guided flow asks for each item on your checklist, statements, invoices, payroll details, and the files land in your shared inbox under the client's thread.
Yes. You schedule reminders around FBR and SECP dates once, and every client on the list gets them automatically. Their questions and confirmations come back into the same inbox.
No. Your workspace, your number and your client conversations are yours alone. Your team only sees your firm's threads.
You can start free with no card required. Paid plans start at Rs 4,499 per month, or Rs 3,599 per month billed yearly, when you need more volume and features.
Set up your firm inbox today, documents on time, deadlines reminded and clients who stay.
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