🎉 CaFlow now supports multi-year ITR auto-delivery — set it up in minutes. Learn how →
CF
CAFlow
WhatsApp Doc System
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CA Document WhatsApp Bot

Client Documents
Delivered on WhatsApp
Instantly & On-Demand

Upload your client's Aadhaar, PAN, ITR acknowledgements, or GST certificates once into CaFlow. Let clients query and download their documents 24/7 directly on their WhatsApp, secured by phone number matching. No portal logins, no manual emails.

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Instant Aadhaar & PAN
ITR & GST Auto-delivery
Verified Number Check
10:02 AM
5G
CF
Sharma Tax Bot✓
Verified Business Assistant
👋 Hello! Welcome to Sharma Tax & Associates automated assistant. Please click one of the quick options below to request your document copy, or type what you need:
10:00 AM

Click an option to simulate bot query:

Trusted by CA firms across India

Sharma & AssociatesMehta Tax ConsultantsAgarwal & Co.Kumar CPA NetworkJoshi Audit Partners
Step-by-step Workflow

Simple 4-Step Document Automation

No complex training or setup. Just secure database mappings linked directly to WhatsApp business numbers.

01

CA Uploads Files

CA logs into the CaFlow panel and uploads client's digital papers (Aadhaar, PAN, ITRs, GSTs) to their profile folders.

02

Automated Indexing

CaFlow automatically indexes the file category (e.g. Aadhaar Card) and matches it to the client's registered phone number.

03

Client Texts WhatsApp

When a client requires their PAN or ITR, they send a message to your WhatsApp number containing the trigger word.

04

Immediate Auto-Delivery

The bot verifies the phone number, matches the file category, and sends the PDF directly inside WhatsApp.

Stop Sending Client PDFs Manually

Setup CaFlow workspace in minutes. Connect your WhatsApp Business endpoint, upload client documents, and let the automatic verification matrix dispatch papers on demand.

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Admin Control Panel

Simple Configuration Dashboard for CAs

The CaFlow settings page makes mapping simple. CAs can define document slots, monitor incoming bot queries, review automated PDF dispatches, and verify client databases.

Interactive Sandbox

Click the slot types (PAN, ADR, etc.) on the right side. Type in a new file name to simulate dynamically mapping a document!

  • Interactive Document Matrix settings
  • Real-time WhatsApp API Connection Logs
  • One-click template dispatches

Document Mapping Matrix

CA Workspace Control Panel

Active Slugs: 4
WhatsApp Dispatched2,482 files
Auto-Response Accuracy99.4%
24/7
Automated document delivery
< 3s
Average response time
99.4%
Auto-response accuracy
0
Manual emails needed
Got Questions?

Bot Configuration & Security

Chartered Accountants log in to their private CaFlow administrator portal, navigate to the client's profile record, and upload files under specific indexed categories. Once uploaded, the bot is immediately active and ready to deliver them.
Clients text your firm's registered WhatsApp business number (e.g. sending 'hi', 'PAN card', or clicking options on the bot menu). The bot identifies them by their registered incoming phone number, retrieves the requested file from the database, and sends it instantly.
Yes! The WhatsApp bot automatically verifies the client's incoming phone number against the CA Flow CRM database records. It will only deliver documents associated with that verified phone number, maintaining strict confidentiality.
Absolutely. In the CaFlow administration panel, you can define custom document slots (e.g., 'Aadhaar Card', 'PAN Card', 'ITR Year 2025-26', 'Audit Report') that correspond to the search terms your clients will query.
Once you connect your business WhatsApp number in the CaFlow admin panel, the bot goes live immediately. You can import your client list and start uploading documents right away.
Get In Touch

Contact Us

Have questions about setup, pricing, or custom integrations? Send us a message and our team will get back to you.