WhatsApp template · Utility
Notice Received WhatsApp Template for CA & Accounting Firms
A ready-to-adapt WhatsApp message for chartered accountant and accounting firms, with placeholders, sample values and compliance notes.
When to Send This Message
Send when a client's notice is received and needs action. For chartered accountant and accounting firms, this is one of the everyday messages that keeps clients informed without a phone call. It works best when it is triggered automatically from your booking, billing or CRM software.
Most of the value is in meeting deadlines on time, so reminder and document-collection communication is critical for both the firm and its clients.
The WhatsApp Template
Dear {{1}}, we have noted the {{2}} you received. Please share any related documents by {{3}} so [Business Name] can prepare the response.[Business Name]
Example with sample values
Dear Mr. Bansal, we have noted the GST notice for FY 2024-25 you received. Please share any related documents by 25 Oct so [Business Name] can prepare the response.
Replace [Business Name] with your registered brand name. Links shown use example.com as a placeholder; use your own domain.
Placeholders and Sample Values
| Placeholder | Meaning | Sample value |
|---|---|---|
| {{1}} | Client | Mr. Bansal |
| {{2}} | Notice | GST notice for FY 2024-25 |
| {{3}} | Date | 25 Oct |
Filling in each placeholder
- Client (sample: Mr. Bansal): Use the first name or the salutation the customer gave you; fall back to a neutral greeting if the field is empty.
- Notice (sample: GST notice for FY 2024-25): Keep the value short and specific; test the longest realistic value to check the message still reads well.
- Date (sample: 25 Oct): Write dates in an unambiguous form such as 14 Oct or 14 Oct 2026; avoid formats like 10/11 that customers read differently.
This template has 3 placeholders and a body of 145 characters before values are filled in. WhatsApp allows up to 1,024 characters in a template body, but short messages with one clear action get the best response.
Category and Approval
Utility templates must relate to a specific transaction, account or request the customer already has with you, such as a confirmation, reminder or status update. Do not add offers or promotional lines, as Meta may reclassify the template as marketing.
Compliance Checklist
- Links point to your own website or a trusted domain, and button labels are short and clear.
- Marketing messages include an easy way to opt out, and opt-outs are honoured promptly.
- The template is approved in the correct category before sending; utility and authentication templates cannot carry promotional content.
Rules to keep in mind for CA & Accounting Firms
ICAI's Code of Ethics restricts advertising and solicitation by chartered accountants, though firms may have websites that follow ICAI guidelines. Client financial data is confidential and must be shared over secure channels.
General guidance, not legal advice. Rules change, so confirm current requirements before launch. See our WhatsApp compliance guide for India.
Tips for Better Results
- Send it as close as possible to the event it relates to, such as right after booking or the day before an appointment.
- Keep one purpose per message; if you need to send a reminder and a document, the reminder should still make sense on its own.
Where this message fits for CA & Accounting Firms
Businesses and individuals look for accountants when starting a company, before tax deadlines or after a problem with the tax authority, comparing expertise, fees and reviews. Most relationships last years, kept alive by reliable reminders, proactive advice and fast answers.
Search and referrals bring new clients; LinkedIn and newsletters share tax updates; WhatsApp collects documents and answers quick questions; SMS sends filing deadline reminders; email delivers engagement letters, statements and annual summaries.
Campaign ideas that pair with this template
- Deadline reminders for VAT, corporate tax and personal tax returns
- New company setup packages for start-ups
- Year-end tax planning newsletters
Need this WhatsApp template set up?
We register, submit and connect templates for you, and send test messages before launch.
Questions About This Template
When should a CA firm send the notice received message?
Send when a client's notice is received and needs action. Automate it from your software where possible so it is never forgotten.
Do WhatsApp templates need approval?
Yes. Business-initiated messages outside the 24-hour customer service window must use a template approved by Meta. Approval is usually quick, but templates can be rejected or re-categorised if they break the guidelines.
Why is this template in the Utility category?
Utility templates must relate to a specific transaction, account or request the customer already has with you, such as a confirmation, reminder or status update. Do not add offers or promotional lines, as Meta may reclassify the template as marketing.
Can DND Teams set this up for my CA firm?
Yes. We adapt the template to your business, register or submit it, and connect it to your software or our panel. Share your use case on WhatsApp or through the form.
Related Templates
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