For Clients
They assume nothing has changed. They just chat on WhatsApp as usual. No portals, no logins, no app downloads.
For Your Firm
You get structural data. Documents arrive organized, tasks update automatically, and follow-ups happen without you.
The Bridge Between
Chaos & Structure
Most Professional Firms struggle because clients send data randomly via WhatsApp images, voice notes, and haphazard messages.
WhatsForm acts as the intelligent bridge. It allows clients to stay in their comfort zone (WhatsApp) while giving your firm the rigor of an ERP.
The Automated Client Journey
From the first message to the final deliverable, automate every touchpoint.
Capture Inquiry
Clients ask questions on WhatsApp. AI automatically captures and logs them.
Qualify with AI
Smart bots ask qualifying questions instantly (e.g., 'Turnover?', 'Industry?').
Doc Collection
Automated checklists sent via WhatsApp. Clients upload photos/PDFs directly.
Onboard & Service
Team gets structured data. Client gets instant acknowledgment.
Modernize Your
Practice Instantly
Select any process—ITR, GST, Audit—and deploy a pre-built WhatsApp workflow in seconds.
ITR Filing
Collect Form 16 & AIS automatically.
GST Compliance
Monthly reminders & data collection.
Audit Prep
PBC list automation & follow-ups.
Client Onboarding
KYC & engagement letter signing.