The problem

A fiduciaire in Fès manages 80 client companies. Every month, the team spends days calling clients to collect invoices and payroll data before TVA and CNSS deadlines, and late clients risk penalties.

The solution, step by step

  1. List all clients in Google Sheets with their tax regime and the documents expected each period.
  2. A Zapier zap runs daily, checks upcoming deadlines (J-10, J-5, J-2) and the "received" column.
  3. Clients missing documents get a personalized Gmail reminder, then a WhatsApp Business message at J-2.
  4. When a client replies with documents, the accountant ticks the row and reminders stop.
  5. A weekly recap email shows the manager who is still late.

    6. Result and estimated gains

    • Around 8 hours of calls saved per month for the team.
    • Late document submissions drop by 60 to 80%, with fewer penalty risks for clients.
    • The fiduciaire looks proactive — a real argument to win new clients.