PDF pile-up
Multiple clients, similar filenames, different months — Downloads becomes a maze.
Profession · CAs
Client docs at your fingertips mid-call
Clients dump GST PDFs and “please file by 20th” into WhatsApp. Forward a working copy to Tavi, then ask by client name when you’re on the phone.
For CAs, tax consultants, and accounting practices
Talk to Tavi on WhatsAppBusy-season reality
Your systems may be solid. The intake channel is still WhatsApp — and that’s where things get lost.
Deadline whiplash
Due dates arrive as casual messages. Your calendar never sees them.
Mid-call scramble
A client asks about July GST while you’re walking between meetings.
Practice journey
Mirror only what you already handle on WhatsApp — then retrieve it in language you actually use.
Client sends a PDF
Forward it to Tavi with a caption: “Client X GST Jul”.
Deadline appears
Save the date and set a reminder two days prior.
Client calls
Ask Tavi for the document by client + month.
Chase list
Reminders nudge you to request missing docs before the due date.
WhatsApp walkthrough
Documents and deadlines in the same chat pattern.
- GST PDFClient X — July
- DeadlineClient Y ITR review due 20 Aug — waiting on Form 16
- ChaseRemind me 18 Aug to chase Client Y documents
Season feels different
Less digging. Fewer missed chases. Clearer mid-call answers.
Client calls about a filing
Before
“Let me check and call you back” while you search Downloads.
With Tavi
You ask Tavi and continue the conversation with the PDF in hand.
Two days before due dates
Before
Surprise deadlines appear from old chats.
With Tavi
Reminders surface the chase list you set.
Try one real thing from your day. Send it to Tavi. Ask for it later.
Talk to Tavi