SMS & Whatsapp

You can send sms from TaxAdda PMS.

You can send sms to individual client or also in bulk.

There will be charges of 20 paise for every sms send through our system. You can purchase any amount of sms in multiple of 1000.

Sending sms from TaxAdda PMS will give you two advantages. First is that you can use templates to save the common messages and you didn’t need to type or copy/paste message every time.

Second is that you can send reminder messages to only those clients which are required to file a particular return. For example: select GST, then select normal, then GSTR-3B then May 2020. Only those clients are listed which needs to file GSTR-3B for May 2020. Other clients such as who are registered in composition scheme, has cancelled registration before May 2020 are filtered out. And now you can send bulk SMS to remind about the pending return.

Whatsapp messages are not send directly by system. On clicking send button, a link will open in new tab and web.whatsapp.com will open. The contact will be autoselected and message will be autofilled. You has to press send button to send the message. There is no option to send whatsapp messages in bulk. Download the whatsapp software available for windows and mac for best experience. If you use web.whatsapp.com then each time the message opens in a new tab and you need to close old tab.

To send message to individual client, click on message icon in any client page.

or in action column in task list.

On clicking message icon, a popup will come with three tabs of sms and whatsapp.

SMS

To send bulk sms, go to Messages >> SMS >> Bulk Send and all the clients will be shown. The clients in which there is no phone number will come as grey.

Now you can select GST or Income tax, if you select GST, then all clients which only has Income tax as ticked will get filtered out. Then you can select the return type and also return period (only in case of GST). Those clients will be filtered out which are not required to file that return or for that period. This way you can send very targeted messages. You can also select/deselect the clients.

You can also select whether you want to send sms on registered contact number or secondary contact number or both.

After selection, click on send sms and a popup will open like below. Select the template or write message and click on send to send the message. The number of credits that will be consumed is also shown.

To add sms templates, go to Messages >> SMS  from left menu and click on  +Add SMS Templates button. You can also import the predefined templates in add templates page and save it after editing as your template. Sample can be send to a mobile number to see how it looks on your mobile.

Remaining credits will be shown on SMS page and you can purchase more credits.

SMS delivery report can be seen to check if any sms are failed. SMS can be failed due to wrong mobile number. To check Sent SMS status, go to Message >> SMS page and click on Sent History button. All sms sent by all users are shown on this page. To check details click on icon in details sms.

The user has to authenticate one of his mobile number before sending any sms. An OTP will come to your number and you will need to enter this OTP to authenticate. Only one user is required to authenticate with OTP and then all other users in that account can send sms then.

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