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WhatsApp for accountants, insurance brokers and financial advisers

Remind clients before their renewal, review or tax deadline, send updates from your practice system, and give every adviser their own WhatsApp number, with a person approving any reply about money.

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What you can send

Every message comes from your own WhatsApp number, and replies land in your Sonar inbox. A few examples:

How Sonar helps

  • Renewals and reviews on time. Save each client's renewal or review date, and a flow messages them a set number of days before it, never during quiet hours.
  • Deadline reminders to the right clients. Tag clients as provisional taxpayers, VAT vendors or payroll clients, and schedule a reminder to each group before its deadline. How it works
  • Updates from your practice system. If your practice or policy software can send changes to a web address, Sonar sends the update from your number, like a return filed or a claim registered. How it works
  • A number for every adviser. Connect each adviser's or broker's own WhatsApp Business app number as an agent number for R499 a month. They keep the app on their phone, and the chats show up in Sonar too. How it works
  • Each adviser sees their own clients. Limit a team member to their own number or to client tags, so they only see the chats they work on.
  • A person approves replies about money. Copilot drafts replies for your team to check and send. Our terms ask that a person approves any AI reply about someone's money, insurance or legal position, so set the number to Drafts for you to check. Included from the Plus plan (R1,499 a month). How it works

What it costs

Say you message 600 clients in a month, with 600 marketing messages and 1,500 updates. That fits the Starter plan at R349 a month. WhatsApp's own charges, paid to Meta from your card, come to about R627.

Which plan fits
SizeSonar planWhatsApp*Total a month
Sole practitioner1 number, 300 marketing and 800 updates a monthStarter, R349R322R671
Firm with five advisers5 numbers, 1,500 marketing and 3,000 updates a monthPlus, R1,499Includes the AI AgentR1,448R2,947
Brokerage with ten advisers10 numbers, 5,000 marketing and 12,000 updates a monthPlus + 5 extra numbers, R3,994Includes the AI AgentR5,148R9,142

* WhatsApp's own charges for South African numbers, paid to Meta from your card, an estimate at today's exchange rate. Sonar's prices include VAT. Every plan.

Plans start with a free trial of 50 contacts and 250 messages, with replies you type free, no card needed. Work out your own month with the calculator.

Questions

Which financial businesses can use WhatsApp?

Most can, like accountants, bookkeepers, tax practitioners, insurance brokers, financial advisers, banks and bond originators. WhatsApp's policy doesn't allow payday loans, salary advances, peer-to-peer lending, debt collection or bail bonds, nor ICOs, binary options or selling cryptocurrency, and it can restrict a business that offers them.

Can clients send their tax documents on WhatsApp?

Don't ask for them in a chat. WhatsApp's policy doesn't allow asking people for ID numbers, bank account or card numbers, or for documents that contain them, like an IRP5 or a bank statement. Send a link to your own secure upload portal instead. Asking for the last four digits, to check who you're talking to, is fine.

Where are client chats kept?

Sonar's copies are on our server in Cape Town, with backups in Johannesburg, and we sign a POPIA operator agreement with your firm. WhatsApp messages also pass through Meta. Meta can keep a number's messages in South Africa too, but not while you use the WhatsApp Business app on that number. The POPIA pack explains the choice.

Need a hand?

Tell us about your business: email support@whats-hub.co.za or chat to us on WhatsApp, and we'll help you set it up.

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