Connecting WhatsApp Business Cloud API for Client Intake

Indian accounting and CA practices run on WhatsApp. Rather than having sensitive tax documents and trial balances scattered across staff personal WhatsApp chats, Pyngyn integrates the official Meta WhatsApp Business Cloud API into your firm command center.

21. Meta Embedded Signup Wizard

Connect your practice phone number via Meta's official Graph API v19.0 in five simple steps:

• Step 1: Log in with your firm's Meta Business Suite account.
• Step 2: Select your practice business portfolio.
• Step 3: Register your dedicated practice WhatsApp phone number.
• Step 4: Verify phone ownership with a 6-digit OTP.
• Step 5: Authorize Pyngyn to subscribe to automated message webhooks.

32. Pre-Approved CA Statutory Message Templates

Pyngyn includes pre-approved templates designed for practice communications, including GSTR-3B due date alerts, Advance Tax challan reminders, PBC document requests, and digital sign-off links.

43. Two-Way Document Ingestion

When a client replies to a document request with a PDF or image on WhatsApp, ClientSpace automatically extracts the file, runs virus scanning, and files it into the client's secure document vault.