CLIENTS SEND EVIDENCEWHERE THEYALREADY ARE.
No app to install, no portal to remember a password for. A client sends a photo of a slip on WhatsApp, and it lands in your queue against their file.
One thread, one client, one file
Client messages
A slip, a statement or a question arrives on the practice's WhatsApp channel.
Matched to the file
The number is matched to the client's record, so nothing needs manual sorting. A pairing code on the client's dashboard is what links a new number the first time.
Document is read
Any attached document goes into the same reading and classification step used everywhere else.
Accountant replies
The assigned accountant can reply, ask for more, or flag it for review.
Full history kept
Every message and file is retained against the client record for later reference.
The channel clients already use
No new habit to build
Most clients already use WhatsApp daily. Asking them to photograph a slip and send it is a much smaller ask than a portal login.
Evidence arrives faster
A slip sent the moment it is in someone's hand is less likely to be lost than one filed away for tax season.
One record, not three
Instead of email threads, phone calls and a folder of forwarded photos, the conversation and the document sit together.
ⓘSlipstream, the in-browser camera, is the fallback for a client whose WhatsApp cannot carry a photo: same reading step, same file, no message needed.
The whole summary, as a PDF in the thread
Reply pdf and the engine builds the full tax summary and sends it back as a document in the same conversation. Nothing is emailed, nothing has to be downloaded from a portal, and the file is assembled from the return as it stands at that moment rather than from a cached copy. download and summary pdf do the same thing.
Built on the spot
The document is generated from the current return when the word arrives, so it can never be out of date with the file it describes.
Sent as a document
It arrives as a real PDF attachment in the thread, not as a link to a login screen.
Honest when it cannot
Document delivery needs OptiTax's own WhatsApp sender. On any other transport the engine says so in one sentence and points at the site, rather than going quiet.
A practitioner can work a client from WhatsApp
Practice staff get a different menu on the same number. Reply menu and the engine answers with the practice commands rather than the client ones, because it knows which of the two you are.
clients
A list of the practice's clients to pick from, sent as a tappable list rather than a wall of names.
client <name or code>
Makes that client the active one. Everything typed after this acts on their file.
documents
See and fix the active client's documents without opening a laptop.
matching
Decide on the active client's bank lines from the thread.
notes
Read the notes that client has sent through. On the client's side, sendnotes is what puts them there.
message <text>
Send the active client a WhatsApp message from the practice.
addyear:<year>
Open a new tax year for the active client.
SEE IT RUNNINGAGAINST YOUR OWN NUMBERS
A walkthrough is the fastest way to see how a slip becomes a claim with its section named, with your practice's actual workflow.