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.

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What this trade does most with DMAI Pro: Booking

What one click installs

This trade's ready pack; you preview it before installing and can change anything later.

6: conversation flows
18: common questions with draft answers
4: automatic follow-ups
14: intake form questions
14: customer profile fields
8: sales stages
10: menu and conversation-starter buttons
18: reply safety rules
19: ready messages
7: sample products or services

Specialised modules switched on: Consent and waivers، Document collection، Donations and campaigns، Memberships and subscriptions، Advanced payments، Quotes and projects، Appointments
Country-specific notes for: the UAE, Bahrain, Iran, Oman, Qatar, Saudi Arabia

11 jobs this pack covers

Accountant & tax advisorBookkeeping & payrollVAT & corporate taxAudit firmAML / goAML compliance consultantBusiness zakat calculation & filingE-invoicing & tax-system complianceExpat / diaspora tax filingFractional CFO & financial modellingMedical billing & insurance claims (RCM)Social security & pension consultant

Questions your customers ask

Each comes with a draft answer; once you write your real answer and switch it on, the bot uses it.

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

Numbers worth watching in this trade (not measured by the app)

Files handled in filing season
Document completion rate by internal deadline
Inquiry-to-engagement conversion rate
Annual client renewal rate
Number of monthly retainer clients

Instagram ideas for this trade

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'