Accounting firms
Slips, documents, deadlines, certificates. The client asks on WhatsApp and the answer must come from the team, not from a partner's phone.
Customer-service CRM · WhatsApp Business Platform, Meta's official API
Your firm's WhatsApp, finally your firm's.
Every client conversation in a shared team inbox, with an owner, history and tasks, through Meta's official API. And the app on the phone keeps working.
20-minute demo · no card · keep your numberInbox4
New2
CSSolar das Acácias CondoCan you issue August's bill?08:37
LBLuana Brito · Studio LBSending the statement todayyesterday
Mine2
RSDr. Renata Souza · Vitalis ClinicGot the balance sheet, thanks09:04
JAJorge Almeida · JA LogisticsHere's the freight invoice08:51
Marcos VieiraPão da Serra Bakery In progress
Write a reply or / for quick repliesSend
MVMarcos Vieira+55 61 9 8144-2071
Message
synced just now
- no new number
- no IT project
- history stays with the firm
- Meta's official API
How it works
Three steps. None of them involve IT.
From the number you already have to the whole team answering, without migrating clients or changing phones.
Connect the company number (current)
Through Meta's Embedded Signup you authorize Ontax CRM to use the number that already belongs to the company. No new SIM, no extra device.
Answer as a team
Every conversation lands in one shared inbox. Whoever picks it up owns it, and whoever needs it sees the full history.
Organize and follow up
Tags by topic, tasks with due dates, notes and reports. What was agreed with the client no longer vanishes in someone's phone.
Coexistence
The phone keeps working.
Coexistence is Meta's official mode where the same number is served by the WhatsApp Business App and by the API at the same time. Whoever is out replies from the phone, the team replies from the CRM and everything stays in one history.
What leaves the phone shows up in the CRMMessages sent from the app reach Ontax CRM as a mirror, for the record only. They are never re-sent.
Recent contacts and history come alongOn connection, Meta syncs contacts and recent app conversations so the team doesn't start from zero.
No new number, no migrationClients keep talking to the same number. Nothing changes for them. It changes for you.
- 9min
- from the request to a resolved conversation, in the script above
- 1
- number: the one the firm already has
- 2
- screens: phone and team inbox
Whoever is out replies from the WhatsApp Business App as always. The message leaves the device and is mirrored in the CRM for the record, never re-sent.
- 09:12client writes, phone and CRM receive it together
- 09:13Ana replies from the CRM
- 09:21Carla replies from the phone, mirrored in the CRM
- 09:21conversation resolved in 9 min
An official WhatsApp Business Platform feature. Availability depends on the number's eligibility.
On the phoneMVMarcos Vieiraapp on the phone · +55 61 9 8144-2071
Morning! Could you send me August's tax slip? It's due today 😅
TAX-082026-PaoDaSerra.pdf
Marcos, ping me here anytime too. Thanks, Carla
In the team inboxOwner: Ana LimaTaxALteam inbox
Morning! Could you send me August's tax slip? It's due today 😅
TAX-082026-PaoDaSerra.pdf
sent from the phone · mirroredMarcos, ping me here anytime too. Thanks, Carla
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Day to day
What the team gains in every conversation.
Not a feature list: what happens on an ordinary morning at the firm.
- Every conversation lands in the right queueBy department or topic: Tax, Payroll, Accounting, Corporate. Nobody hunts for messages in group chats.Ana sees: Tax queue · 3 waiting
- A named ownerWhoever takes it appears on the conversation. Vacation or shift change: hand over with context.Ana sees: owner = Ana · since 09:12
- Tags and internal notesMark the topic and leave notes for the team without the client seeing.Ana sees: tag Tax · note "slip goes out today"
- Tasks with due dates“Send tax slip by 12:00” becomes a task tied to the conversation, with a reminder and an owner.Ana sees: task · Send DAS by 12:00
- Notices with approved templatesDue dates, missing documents, slip available: Meta-approved template messages, with consent and opt-out.Ana sees: template "slip ready" · approved
- Quick replies and optional AIShortcuts with / and reply suggestions using the company's own AI key, if and when you want.Ana sees: /das → reply ready in 1 tap
- Reports the owner actually readsFirst-response time, conversations per owner, what went unanswered.Partner sees: 1st reply 4 min · 0 unanswered
- History that stays with the firmIf someone leaves the team, the conversations stay. The relationship belongs to the firm.Partner sees: full history · 2023 to 2026
Security and compliance
Official, isolated and auditable.
Unofficial WhatsApp automation costs you the company number. Ontax CRM only uses the WhatsApp Business Platform, Meta's official API.
- 09:12:04ana.limaopened conversation #4821 · Chrome · São Paulo
- 09:12:31ana.limatook the conversation · tag Tax
- 09:18:10ana.limasent TAX-082026-PaoDaSerra.pdf · 84 KB
- 09:21:44carla (phone)mirrored message · not re-sent
Meta's official API (Cloud API)
Connection through Embedded Signup. Templates, the customer-service window and consent handled the way WhatsApp requires.
Data isolated per company
Each customer company sees only its own data. Per-member permissions.
Encrypted tokens
Credentials validated server-side, encrypted before storage and never returned to the browser.
Hosted in Brazil
Database and files in the São Paulo region (Supabase). Security logs and integration events.
LGPD in practice
Public privacy policy, terms and data-deletion flow. Ontax acts as processor and the customer company remains controller of its clients' data.
No tricks
No phone plugged in 24/7, no QR code on a server, no “warmed-up” numbers. What we do, we do through the front door.
Who it's for
Built for accounting firms that serve clients on WhatsApp all day.Built for teams that serve clients on WhatsApp all day.
We started with accounting firms because we know that routine from the inside. It fits any team that lives by answering clients.
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FAQ
What everyone asks before connecting.
Coexistence
No. You connect the number the company already has. If it's on the WhatsApp Business App, it enters coexistence: the app keeps working and the CRM starts seeing the conversations.
Meta & API
Pricing
Data & LGPD
Demo
See Ontax CRM with your firm's own conversations.
Twenty minutes, on your screen. We connect a test number, show coexistence working and answer whatever is left.
Prefer to talk now?
Ontax's sales team replies during business hours (BRT).
WhatsApp+55 61 98201-1727
E-mailgestao@ontax.com.br