Frequently Asked Questions
What’s WhatsppCA.in?
Online bookkeeping and tax filing powered
by real humans.
Content
Pricing and plans
My Free Trial
Bookkeeping and Accounting
Tax
Integrations and Add-ons
WhatsappCA.in software
About WhatsappCA.in
Tried of doing your own books?
Pricing and Plans
During your free trial, we’ll walk you through the services included in each WhatsappCA.in bundle to determine which is the best fit for your business.
Absolutely, we understand the importance of your privacy and data security. Once your subscription expires, rest assured that your data on our servers if any, will continue to be safeguarded and handled with the utmost confidentiality, adhering to industry regulations and best practices for next 90 Days. We can help exporting data from third party applications which your business included to an Excel file to share with you. Your trust is our priority.
Absolutely. Each WhatsappCA.in bundle has a different set of services that are customized to your business’ needs. It is normal for your business’ needs to change over time and when that happens, we’ll be here to support your move into the subscription that works for you.
My Free Trial
Your free trial includes one prior month of bookkeeping. You’ll also get a full tour of the WhatsappCA.in platform. To give you an idea of how WhatsappCA.in works, we’ll set up your accounts and integrations within the platform.
Whether or not you decide that WhatsappCA.in is the right fit for your business, the income statement and balance sheet are yours to keep.
Shortly after you sign up, we’ll give you a call to learn more about your business and bookkeeping needs. On this call, we’ll connect your accounts to WhatsappCA.in, and gather any extra documentation we need to complete your books.
Once we have everything set up, we’ll complete a month of your bookkeeping in 1-2 days. Our bookkeepers reconcile your accounts, categorize your transactions, and make necessary adjustments to your books. The end result is a set of accurate financial statements—an income statement and a balance sheet.
When your financial statements are complete, we review them with you on the phone. This call is an opportunity for you to ask any further questions you may have about our service before you make a financial commitment to WhatsappCA.in.
Nope! We only collect your payment info if you decide to continue with our service. Your trial is 100% risk-free—no surprise auto-billing.
Bookkeeping and Accounting
Bookkeeping gives you a crystal clear picture of where your money is coming (and going.) When your books are up-to-date, you get an accurate measure of your business’s health, and can make smarter financial decisions.
Having accurate books pays off at tax time, too. When your bookkeeping is up-to-date, you avoid scrambling to get caught up before the tax deadline, or missing out on any deductions.
Your bookkeeper reconciles your accounts, categorizes your transactions, and produces your financial statements. They also make adjustments to your books to ensure they’re tax-compliant.
Occasionally your bookkeeper might need your input on things like categorizing a transaction properly, but we try our best to make bookkeeping as hands-off as possible for you.
You can also book a call with your bookkeeper (or send them an in-app message) whenever you’d like. There’s no extra fee or hourly charges for support—we’re always happy to nerd out about bookkeeping and your financial statements.
Once we receive all of your documents, we’ll complete your bookkeeping for the month within 15 business days. This gives us enough time to make any necessary adjustments before the end of the month.
Yep! You can add any amount of Catch Up bookkeeping to a standard WhatsappCA.in plan. No matter how far behind you are (yes, even years behind), we can get you caught up quickly.
Learn more about catch up bookkeeping
This depends on how many months of Catch Up bookkeeping you need, but typically it takes us about 2-4 weeks to complete one year’s worth of overdue bookkeeping.
Learn more about catch up bookkeeping
Bookkeeping is the process of recording daily transactions in a consistent way, and is a key component to building a financially successful business. Bookkeepers take care of the day-to-day financials, like posting credits and debits, maintaining the general ledger, and completing payroll.
Accounting is a high-level process that uses financial information compiled by a bookkeeper or business owner, and produces financial models using that information.
We provide our clients with a modified form of cash basis bookkeeping. With this system, we record transactions as soon as the money has been deposited into your bank or charged to your bank/credit card.
We can complete accrual adjustments like tracking accounts receivable and/or accounts payable, unearned revenue tracking, and more with our specialized accounting add-on. If we are recording accrual adjustments for you, revenues and expenses are recorded when they’re earned throughout the year, regardless of when the money is actually received or paid. At year end we will remove these accrual elements to ensure your bookkeeping is adjusted back to modified cash basis.
If you’re unsure if cash basis bookkeeping will work for your business, talk to us. We’d be happy to understand the needs of your business and determine if WhatsappCA.in is a good fit for you.
We don’t offer any of those services, but we do partner with other companies (like Zoho Books) that specialize in different areas of business admin.
Tax
Yes, we’ll prep and file your taxes for you as part of our Premium plan!
Once your bookkeeper completes your year end financials, your dedicated Tax Coordinator, WhatsappCA.in Tax Advisor, and CA will work on your return. When it’s ready, we’ll reach out to you for the “all clear.” Then, we’ll file your taxes and pull funds directly from your account to pay any applicable taxes.
And since tax time stress isn’t limited to tax season, year-round tax advisory services comes standard. Our licensed in-house tax professionals are on hand for all your tax planning needs. With check-ins throughout the year, your tax team leaves no deductions behind.
To start, the WhatsappCA.in Onboarding Team will help collect your tax documents, and make sure that we have an accurate understanding of your tax situation. Meanwhile, your WhatsappCA.in Bookkeeper will be at work wrapping up your Year End Financials.
When your financials are complete, your Tax Coordinator will connect you with a certified CA, who will work with you to complete your returns and remit any required payments. Once your tax filings are wrapped up, our WhatsappCA.in Tax Advisors will set up a tax planning call with you. We’ll make sure that you’re getting the most out of your tax return so you can make informed, tax-related decisions—and hit every deduction at year-end.
Both WhatsappCA.in and CA are SOC 2 compliant organizations. We take every possible measure to keep your data secure, and do not share your information with external parties.
Yes! Personal income tax filings are included for sole proprietors in our Premium plan.
For LLP and Partnerships, you can add-on personal filing for 1 partner.
Yes, all Tax Professionals in WhatsappCA.in’s tax service line and our partner CA are certified.
Anything and everything tax-related! Here are some examples to get you started:
The Income Tax department just sent me a letter. What does it mean? Do I have to pay quarterly estimates? Should I incorporate my business? Should I write off mileage or get a business vehicle? What are the tax implications of my business loan?
Your WhatsappCA.in Tax Advisors are available year-round, and will answer your questions in 2 business days or less. Don’t have any burning questions? That’s okay, too! We’re still on hand to support you, and can give recommendations based on your unique business needs.
WhatsappCA.in works
We use your licensed accounting software to complete your books. You won’t need any other software to work with WhatsappCA.in—we do everything within your accounting software.
We connect your bank and merchant processor accounts to your respective accounting software for seamless data transfer. So, for the most part, we’ll have all of the transaction information we need to do your books.
There are some times that we’ll request documents from you (like account statements or receipts), just to ensure the information we have is correct. If you need to share files with your bookkeeping team, it’s as simple as uploading a file. We’ll take care of the rest.
Every WhatsappCA.in employee goes through a rigorous screening process, including multiple interviews and a criminal record check.
About WhatsappCA.in
Your bookkeeping team consists of 3 professionally trained bookkeepers, including one senior bookkeeper who reviews all of your monthly statements and your Year End Financial package.
We try our best to keep you with the bookkeeping team you’re assigned when you come on board. If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one.
Your WhatsappCA.in Tax team consists of a Tax Coordinator, WhatsappCA.in Tax Advisor and CA.
All of our bookkeepers work out of India.
WhatappCA.in bookkeepers are trained in-house. Collectively, they have experience supporting thousands of small business owners. Our team knows how to serve your business’s unique bookkeeping needs, and they do it very well.
We’ve been in business since 2017.
We serve small business owners across the India. You can find real reviews from WhatsappCA.in via Google reviews.
