Solutions · Professional & business services
DMAI Pro for Accountant & tax advisor
Independent accountants, bookkeeping firms and tax advisors who prepare tax returns (income, VAT, rental), statutory books, payroll and social insurance, e-invoicing registration and monthly bookkeeping for individuals and companies; outside Iran (UAE, Saudi Arabia, Canada, Türkiye, Europe) also VAT registration and filing, corporate tax and personal tax returns. On Instagram they show up with deadline and tax-tip reels, and DMs spike hard in filing season. The core DM job: identify the client type and service, send the document checklist, quote, and collect documents step by step.
Questions your customers ask
Each is answered from your own information.
How much does a tax return cost?
When is this year's filing deadline?
Which documents do you need?
I got an assessment / penalty — what should I do?
How much tax will I pay?
Does an Instagram shop have to pay tax?
6 ready flows
Identify service & get a quoteUnderstand the client type and give a price or route for quoting
Send checklist & collect documentsSend the right checklist and collect documents step by step
Book a tax consultationBook a paid consultation for complex cases
Deadline reminders & renewalQuarterly/annual reminders to past clients and repeat sales
Monthly client supportReceive monthly documents and handle requests
Instagram shop tax checkTurn 'do online shops pay tax?' comments into setup engagements
Sales stages
- First message
- Service identified
- Quoted
- Collecting documents
- Advance paid
- In progress
- Delivered & settled
- Recurring client
Instagram ideas
- Reel '5 days left to file' + comment 'TAX' → auto-DM the document checklist
- Comment 'VAT' or 'E-INVOICE' → send a simple guide and offer registration/setup
- Story quiz 'Does an Instagram shop need to file?' with replies going to DM
- Ice breakers: 'Tax return price?' / 'Got an assessment' / 'Document checklist' / 'Monthly bookkeeping'