Automation Process

This guide helps existing clients use the WhatsApp chatbot to view pending tasks, check task status, upload or download documents, and complete submissions securely. After uploading all required documents, simply type "DONE" to finish the process.

July 10, 2026

1 min read

Diclaimer

This post is exclusively for our existing clients, it is not for marketing purposes.

The user starts with WhatsApp chatbot with ' Hi ' by selecting the appropriate client associated with the registered mobile number. After the client is successfully verified, the chatbot displays the available service options like Pending Tasks, Upload Docs to Task etc. The user select the option and Upload required Documents in the Chats. Finally, the chatbot confirms that the document has been uploaded successfully, completing the document submission process. After that please mention " DONE " at the end.

OPTIONS -

Pending Tasks
Task Status
Download Task Docs
Download Client Docs
Upload Docs to Task
Upload Docs to Client
Download Invoice

Our Services

Audit & Assurance

Statutory & Internal Audit, Forensic Audit & Fraud Detection, Agencies for Special Monitoring (ASM), Process Audits, IFC Testing and Audit, Financial Sector: Statutory Audit

Corporate Financial Advisory

Investment Banking, Business Valuation, Fair Valuation of Financial Assets, Pre and Post IPO Services

Taxation & Regulatory Compliance

Direct & Indirect Taxation, Company Law, Business Responsibility and Sustainable Reporting (BRSR)

Business Consulting

Management Consultancy, Process Improvement Consultancy and SOP Formulation, Foreign Investment Consultancy

Transfer Pricing

Transfer pricing is an accounting practice where related entities—such as a parent company and its subsidiaries—set the prices for goods, services, or intellectual property exchanged among themselves.