WhatsApp Reminders That Chase Clients So You Don't Have To
Automated deadline reminders via WhatsApp Business API. Polite nudges, firm follow-ups, urgent escalations — all scheduled, all automatic.
How it works
CAtrak sends WhatsApp messages to your clients' saved contact numbers before each compliance deadline. Messages are sent through the official WhatsApp Business API — not personal WhatsApp — so they're reliable, professional, and delivered every time.
Escalation sequences
Set up multi-step reminder sequences: a gentle nudge 7 days before the deadline, a firm reminder 3 days before, and an urgent message on the due date. Each step can be customised. If a client submits documents before the deadline, the sequence stops automatically.
Email fallback
If WhatsApp delivery fails (number not on WhatsApp, phone off), CAtrak automatically falls back to email. Your clients are reached either way — no manual follow-up needed.
No more chasing on personal WhatsApp
Stop using your personal WhatsApp to chase 50+ clients every month. CAtrak handles it from a professional business number with read receipts and delivery status tracking.
Frequently Asked Questions
Do my clients need to install anything?
No. Messages arrive on their regular WhatsApp — they don't need to download any app or create any account.
Is this through the official WhatsApp Business API?
Yes. CAtrak uses the official Meta WhatsApp Business API, not unofficial tools. Messages are delivered reliably and your number won't be blocked.
Can I customise the reminder messages?
The reminder templates are pre-approved by Meta for reliability. You can configure the timing and escalation steps for each client.
Related Features
Auto-Generated Compliance Calendar
Auto-generated compliance calendar from GSTIN. Track GST, TDS, ROC, PF, ESI deadlines for all your clients in one dashboard. Built for Indian CAs.
Client Document Portal
Let clients upload documents via a magic link — no app download, no WhatsApp chaos. Organised by entity and deadline. Built for Indian CA practices.
Practice Dashboard
One dashboard for your entire CA practice. Track compliance deadlines, client documents, invoices, and reminders across all clients. Built for Indian CAs.
Related Compliance Deadlines
GSTR-1 Due Date
GSTR-1 monthly due date is the 11th of every month. Complete filing calendar, late fees, and who must file GSTR-1 for FY 2026-27.
GSTR-3B Due Date
GSTR-3B monthly due date is the 20th for regular taxpayers. Late fees, penalty, and complete GST-3B filing calendar for FY 2026-27.
TDS Deposit Due Date
TDS deposit due date is 7th of every month (30th April for March). TDS challan payment schedule, interest on late deposit, and FY 2026-27 calendar.