WhatsApp-based submission method
I propose adding a WhatsApp-based submission method to Dext, allowing clients to send documents directly to a dedicated Dext WhatsApp number within a group chat. This group chat would include the client, their accountant/bookkeeper, and the Dext WhatsApp number. Documents sent to the group would be automatically received and processed by Dext’s system.
Feature Details:
Dedicated Dext WhatsApp Number: Dext provides a verified WhatsApp Business number for document submissions.
Group Chat Setup: Clients and their accountants create a WhatsApp group including the Dext number.
Document Submission: Clients send documents (e.g., receipts, invoices in PDF, image, or other supported formats) to the group chat. Dext’s system automatically detects, extracts, and processes these documents for accounting purposes.
Confirmation Feedback: Upon successful receipt and processing, Dext sends a confirmation message to the group chat (e.g., “Document received and processed”).
Clients can submit documents instantly via WhatsApp, a platform many already use daily, reducing friction compared to email or app-based uploads. The group chat enables accountants to monitor submissions, provide immediate guidance, and ensure documents are correctly formatted.
