Accountants & Tax Professionals

Automate Tax Season — Client Intake, Documents & Reminders

Clients submit documents, book appointments, and receive tax deadline reminders — all through WhatsApp.

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Challenges Accountants & Tax Professionals Face

Tax season client avalanche

January to April, every client needs you at the same time. Intake and scheduling is chaos.

Chasing documents

Clients forget to send W-2s, receipts, and statements. You follow up 3-4 times each.

How SociaHive Helps Accountants & Tax Professionals

The right tools for your specific needs — automation, scheduling, support, and AI.

AutomationWhatsApp

Document Collection

Automated reminders and checklists for required tax documents

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Booking

Tax Appointment Booking

Clients book tax prep appointments via DMs

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Best Channels for Accountants & Tax Professionals

Document reminders and client communication

Instagram

Tax tips content and new client acquisition

Tax Document Reminder

See how accountants & tax professionals use SociaHive in real conversations

Hi! Tax season is approaching. 📊 Here's your document checklist:

☐ W-2s from all employers ☐ 1099s (freelance/investment) ☐ Mortgage interest (1098) ☐ Charitable donation receipts ☐ Business expenses

Have everything ready? Book your tax prep appointment: Jan 15 2pm | Jan 18 10am | Jan 20 3pm

Jan 18 10am

Booked! Please bring all documents to your January 18 appointment. We'll send a reminder the day before.

Hi! Tax season is approaching. 📊 Here's your document checklist:

☐ W-2s from all employers ☐ 1099s (freelance/investment) ☐ Mortgage interest (1098) ☐ Charitable donation receipts ☐ Business expenses

Have everything ready? Book your tax prep appointment: Jan 15 2pm | Jan 18 10am | Jan 20 3pm

Jan 18 10am

Booked! Please bring all documents to your January 18 appointment. We'll send a reminder the day before.

Simple, transparent pricing

Recommended for accountants & tax professionals

Recommended

Creator

$29/mo

1 account, 300 AI credits

Pro

$129/mo

5 accounts, 3,000 AI credits

Agency

$349/mo

50 accounts, 25,000 AI credits

Recommended

Creator

$29/mo

1 account, 300 AI credits

See all plans

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Frequently Asked Questions

Can I send document checklists via WhatsApp?

Yes — send personalized checklists based on client type (individual, business, freelancer) with deadlines and follow-up reminders.

How do tax deadline reminders work?

Schedule reminders for key dates: estimated tax payments, filing deadlines, extension deadlines. Sent via WhatsApp with action links.

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