You can send sms from TaxAdda PMS 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 sms.

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.

Also, there status of tasks are shown and you can filter on its basis. If you want to send sms to only those clients whose status is Pending then you can filter and then send sms to only those clients.

You can filter on basis of tag also.

Which messages you can send

Starting from February 2021, TRAI has mandated to get the template verified before sending any commercial SMS. So, you cannot just type any message and send. YOu have to select templates and send that. You can mail us at pms@taxadda.com any templates you want and we will add them. It will take 2 to 3 days for the process.

Your clients will see YOURCA as the sender name.

Also, it is compulsory now to send the name of company which is sending sms. So in all templates Send via TaxAdda PMS is also added in end.

We recommend to use whatsapp instead of SMS because whatsapp is free, higher percentage of people actually see it and there is no limitation on the text you sent.

Sending Individual SMS

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 two tabs of sms and whatsapp.

Sending SMS in Bulk

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 all clients will get listed. So that you can send sms to all of your clients. You can keep on filter clients by selecting radio buttons or dropdowns.

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.

If you have selected all fields then a new column will come with the status of that task for each client. If no task is created then it shows task not created. You can further filter clients on basis of status and then send sms. It can be used to send sms to clients whose task is in specific stage. For example: You can send sms/whatsapp to only those clients for GSTR-3B June 2020 who has pending status.

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 Reports

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. Name of user in your account is also shown who has sent sms.

When sms is send and it fails to deliver, an email will be send from our system to the email id of user who has send it.

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.

Also Read: Whatsapp Messages