WhatsApp Templates · Chartered Accountants & Tax Consultants
WhatsApp message templates for accounting practices
Accountants generally run about six WhatsApp templates, five utility and one marketing. The utility set covers document collection, filing deadlines, department notices, return confirmations and fee reminders; the marketing one announces a new service line such as advisory or incorporation work. Most of the year the practice is chasing paperwork the client is already obliged to provide.
Filing season is a flood of reminders and missing documents, usually spread across calls and email. WhatsApp reaches the client where they reply fastest and leaves a timestamped thread the practice can point back to. A customer-initiated query opens a 24-hour window; anything the practice initiates on its own after that needs an approved template.
Document Collection Reminder
UtilitySend it when: While a return or audit is pending and key papers are still missing.
For your {{1}} filing we still need {{2}}. Please send these by {{3}} to keep the deadline on track.Filing Deadline Reminder
UtilitySend it when: Before a statutory due date for a client's return.
Hello {{1}}, the {{2}} return is due on {{3}}. Confirm your details are unchanged so we can file without delay.Notice Received From Department
UtilitySend it when: When a tax or GST notice arrives for a client and a response is required.
A notice dated {{1}} has been received for {{2}}. We need {{3}} to draft the reply before the response date.Return Filed Confirmation
UtilitySend it when: Once a return has been submitted with an acknowledgement number.
Your {{1}} return has been filed. Acknowledgement {{2}}. Keep this for your records; we will monitor for any follow-up.Fee Reminder
UtilitySend it when: When a professional fee invoice for completed work remains unpaid.
Invoice {{1}} for {{2}} is still open. Kindly settle by {{3}} or reply here if you need the breakup resent.Advisory Service Announcement
MarketingSend it when: To clients who may need planning, valuation or incorporation support.
{{1}}, we have opened a {{2}} desk for clients. Reply if you would like a short review of your position before year end.How the category changes what you pay
- Every template is submitted under one category, and Meta assigns the final one in review. A utility template that reads like a promotion can be reclassified as marketing, which changes both the rate and the opt-in requirement.
- Since 1 October 2026, service messages are charged per delivered message after the first 1,000 free service messages per business phone number per month. The allowance does not roll over and there are no volume tiers.
- Inbound messages are free, and a customer-initiated message opens the 24-hour customer service window. Anything you start outside that window needs an approved template.
Chartered Accountants & Tax Consultants on WhatsApp: common questions
Templates for other industries
Send these from your own number, with a team behind it
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