Stop Chasing Clients
for Documents
JOHN is an AI agent that autonomously collects documents from your clients via WhatsApp. No portals. No apps. No follow-up emails. Just documents, delivered.
The problem
Sound familiar?
"Did you send that receipt yet?"
You spend hours every week sending reminders, following up, and re-following up. Your clients mean well — they just forget.
spent chasing documents
"I uploaded it to the portal... I think?"
Client portals go unused. Emails get buried. Documents end up in the wrong folder — or nowhere at all.
of docs misfiled or lost
"Tax filing is in 3 days..."
Deadline week is chaos. Half your clients still haven't sent their documents. You're working nights and weekends.
before deadline panic hits
Live demo
See JOHN Work a Real Conversation
JOHN - Yael Davidovich CPA
online
JOHN
Hi Avi, this is JOHN from Yael Davidovich's office. We're preparing your annual filing and need the following: 1. Bank statements (Jan-Dec) 2. Receipts for business expenses 3. Annual employer certificate (106) Can you send them here when you get a chance?
Oh right, I keep forgetting. Let me check what I have
Here are the bank statements
JOHN
Got it, thanks Avi! Bank statements received and filed. Still need: - Receipts for business expenses - Annual employer certificate (106) No rush today, but our filing deadline is March 20th.
The 106 form I need to get from HR. The receipts I have in a shoebox somewhere... I'll sort them tonight
JOHN
No problem! You can snap photos of the receipts and send them here, I'll sort them out. I'll check back in a couple of days if I haven't heard from you.
Autonomous
Sends first, follows up on its own
Context-aware
Tracks what's been sent and what's missing
Persistent but polite
Never annoying, always effective
WhatsApp-native
Works where your clients already are
How it works
Three Steps. Zero Chasing.
Connect
Upload your client list and connect your WhatsApp Business account. Setup takes less than 10 minutes.
10 minutes to set upJOHN Takes Over
JOHN messages each client, asks for specific documents, follows up autonomously, and categorizes everything that comes in.
Fully autonomousDocuments in Your Dashboard
Every document lands organized in your dashboard — categorized by client, type, and tax year. Ready for filing, exportable in one click.
Organized & exportableFeatures
Built for How CPAs Actually Work
Autonomous Follow-Ups
JOHN follows up on its own schedule. Polite, persistent, and never forgets. Clients respond because it feels human.
Deadline Intelligence
JOHN knows your filing deadlines and escalates urgency automatically as dates approach. No calendar juggling.
Document Recognition
Send a photo of a receipt or a blurry 106 form — JOHN identifies the document type and files it correctly.
Smart Scheduling
Messages go out during optimal hours (Sun-Thu, 10AM-1PM peak) when clients are most likely to respond.
Multi-Language
JOHN speaks Hebrew, English, Arabic, and Russian. It detects your client's preferred language automatically.
CPA Dashboard
See every client's document status at a glance. Filter by missing docs, deadlines, or response rate. Export for filing.
ROI Calculator
See What JOHN Saves You
Without JOHN
With JOHN
Hours/week
8
1.5
Response rate
35%
82%
On-time collection
58%
94%
Monthly cost
$2,400
staff time @ $30/hr
$1,000
JOHN subscription
Estimated monthly savings
$1,400
Testimonials
CPAs Who Stopped Chasing
"In 3 weeks, JOHN collected 847 documents from my clients. I used to spend every February begging people for receipts. This year I spent it actually doing tax work."
Yael Davidovich
CPA, Davidovich & Co.
180 clients
"80% of my clients responded within 24 hours. I couldn't believe it. Some of them even thanked JOHN for the reminder. Thanked. The. Bot."
Ran Abergel
Senior Accountant, Abergel Tax
95 clients
"Three clients asked me if I hired a new assistant. That's when I knew JOHN was working. 300+ clients and I didn't send a single reminder myself."
Michal Shaked
Managing Partner, Shaked CPA
300+ clients
12,400+
documents collected
2,100+
hours saved
82%
response rate
94%
on-time delivery
Pricing
Simple Pricing. No Surprises.
14 days free. No credit card required.
Starter
Perfect for small practices getting started
Up to 50 clients
- Autonomous WhatsApp follow-ups
- Document recognition & filing
- Basic dashboard
- Email support
Growth
For growing firms that need more power
51-200 clients
- Everything in Starter
- Deadline intelligence
- Multi-language support
- Priority support
- Custom templates
Enterprise
For large firms with complex needs
200+ clients
- Everything in Growth
- Dedicated account manager
- API access
- Custom integrations
- SLA guarantee
Stop Chasing. Start Closing.
Your clients already have WhatsApp open. JOHN meets them there.
No credit card required. Setup in under 10 minutes.