# Accounting firms: office WhatsApp in one inbox | ManyContacts

Canonical: https://www.manycontacts.com/en/accounting-firms/

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# Manage more clients with WhatsApp. Organized.

 The WhatsApp CRM for accounting and professional firms. AI qualifies inquiries and replies 24/7. Never lose queries or clients.

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 7-day free trial · No credit card · Ready in 2 minutes

 The problem

## Sound familiar?

 Your advisors handle tax queries via WhatsApp from their personal phones. Clients wait for responses and you don't know who's handling which case. When an advisor goes on holiday, nobody covers their clients. And during tax season it's chaos.

 The solution

## 3 things that change everything

 1

### Shared inbox by specialty

 Tax, payroll, accounting. Each team sees their own. You see everything. Automatic assignment by query type.

 2

### Complete history per client

 All conversations with a client in one thread. Internal notes between colleagues. Never lose context.

 3

### Integration with your accounting software

 Holded, Xero, Sage, QuickBooks and more. Each client with a synced profile. Automate document reminders.

 AI agents

## AI qualifies the lead and handles it on its own.

 It replies 24/7. It asks what matters. It books the appointment or hands off to a sales rep when the customer is ready. You decide how far the AI goes.

- Automatic qualification: need, budget, timeline and urgency.

- Replies instantly — even after hours and on weekends.

- Books the appointment or transfers to a human with full context.

 Success story

 Advisors handling legal and tax queries via WhatsApp in one dashboard. Before, it was impossible to know who was handling what. Now every case has its complete history.

 — Director, Sin Deudas Abogados

 1
 shared inbox

 0
 unanswered queries

 average response time

 Pricing

## Transparent, no surprises

 From €49/month + €18 per advisor
 Example: firm with 8 advisors = €193/month

- 7-day free trial

- No commitment

- Migration included

- Unlimited contacts and messages

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## Frequently asked questions

 Does it integrate with my accounting software (Holded, Xero, Sage)?
 Yes. ManyContacts integrates with major accounting platforms via API, Zapier or Make. If your software has an API, we can connect it.

 Is it secure for client tax data?
 Yes. ManyContacts is GDPR compliant. Data is stored on encrypted European servers. You can export or delete any data at any time.

 What happens when an advisor goes on holiday?
 Conversations are reassigned to a colleague with one click. The new advisor has the client's full history. Zero context loss.

 Can I automate document reminders?
 Yes. You can create templates and automations to request documents before tax season, quarterly VAT, etc. All via WhatsApp.

 Does the AI handle conversations on its own?
 Yes. It qualifies the lead, replies 24/7 and can book the appointment. If a human is needed, it hands off with full context. You decide how far the AI goes.

## Stop losing client queries on WhatsApp

 Create your free account. No credit card. In 2 minutes your team's WhatsApp lives in one inbox.

 Create free account
 Book a demo