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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What gets in the way for Accountants & Tax Professionals

Tax season client avalancheJanuary to April, every client needs you at the same time. Intake and scheduling is chaos.
Chasing documentsClients forget to send W-2s, receipts, and statements. You follow up 3-4 times each.

How SociaHive helps Accountants & Tax Professionals

Automation, scheduling, support and AI, for the work you do every day.

Automation · WhatsApp

Document Collection

Automated reminders and checklists for required tax documents

Learn more 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

WhatsApp · Direct messages

Your businessReplies by SociaHive

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.

Plans and prices

Recommended for accountants & tax professionals

Creator

Recommended

$29/mo

10 social accounts, 300 AI credits

Automation on 1 account

Creator

Recommended

$29/mo

10 social accounts, 300 AI credits

Automation on 1 account

Studio

$79/mo

20 social accounts, 1,000 AI credits

Automation on 4 accounts

Pro

$149/mo

30 social accounts, 3,000 AI credits

Automation on 10 accounts

Agency

$349/mo

150 social accounts, 25,000 AI credits

Automation on 100 accounts

See full pricing

Every signup starts with a free 7-day trial.

Questions, answered

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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