Document collection, tax deadline reminders, and client onboarding on WhatsApp
Your AI Operator operates autonomously on WhatsApp — handling conversations, executing tasks, and escalating when needed. Running on a dedicated server, configured by our team for your accounting & tax business.
Deploy an AI Operator on WhatsApp for your accounting firm. Manage document collection, send filing deadline reminders, handle new client onboarding, and answer common tax questions — keeping your practice efficient year-round.
Clients respond to WhatsApp document requests 3x faster than email
Photo capture of receipts and documents directly in chat
Deadline reminders on WhatsApp actually get read and acted on
Personal messaging channel builds stronger client relationships
Automated document collection and follow-up requests
Tax filing deadline reminders and countdown notifications
New client onboarding and intake via WhatsApp
Common tax and bookkeeping FAQ responses
Invoice delivery and payment reminders
Connect your firm's WhatsApp Business to Eaxy AI
Upload your services, deadlines, and document checklists
Configure onboarding flows and reminder schedules
Go live — clients submit documents and get answers on WhatsApp
Your Eaxy AI Operator for accounting & tax operates across all the channels your customers use
Every Eaxy AI Operator runs on dedicated infrastructure — not a shared platform where performance degrades as more customers onboard.
Your AI Operator runs on its own isolated server with guaranteed resources and uptime.
Multiple AI agents collaborate behind the scenes — one handles conversations, another manages scheduling, another processes data.
Our team handles all updates, monitoring, and optimization. You focus on running your business.
Explore our guides on deploying AI Operators on WhatsApp.
Get your accounting & tax AI Operator live on WhatsApp in 24 hours — configured by our team, running on a dedicated server.