Email
Informs & positions
Deadline calendar, tax and legal updates that position your firm, fee statements and client reports.
Solutions · Professional services · Panama
Not a deadline, not a client, slips by.
DGI deadline reminders, requests for the month's documents and notice alerts — on email, WhatsApp and SMS, orchestrated and compliant with Law 81. Your clients comply on time and you stop chasing them one by one.
Get your free check →ITBMS is due on the 15th. Income tax, in March. Interest runs from day one.
ITBMS is due on the 15th of each month; the income-tax return and the operation-notice renewal, in March. But the client doesn't send the documents on time, and reminding dozens of clients by hand is impossible. On top of that, you handle financial data under Law 81 and professional confidentiality. A timely reminder saves you penalties — and headaches.
The three channels, in your sector
Each message, where it pays off.
WhatsApp
Reminds & collects
Deadline reminder alongside the request for the month's documents, consultation and service — where the client actually replies fast.
SMS
Flags the critical
Deadline reminder, urgent notice of a DGI requirement and a "your return was filed" confirmation.
Typical use cases
Deadline reminderA notice of the 15th's ITBMS, of income tax and of March's operation notice, before interest starts running.
Document requestA monthly request for sales, purchases and receipts on WhatsApp, so the client sends them on time.
DGI noticeAn immediate notice to the client when a DGI notification or requirement that can't wait arrives.
Appointment & feesA reminder of the booked consultation and of pending fee payment, without chasing anyone.
Law 81 · professional confidentiality
Financial and confidential data: your reputation depends on protecting it.
An accountant or lawyer handles their clients' most sensitive information, under professional confidentiality. Law 81 of 2019 requires traceable consent for communications and secure handling of that data. We operate with logged opt-in, traceable opt-outs and messages that don't over-expose confidential information.
How many hours do you lose chasing documents and dates?
We run a free Law 81 + deliverability check: we review how you remind deadlines and request documents today, your consent and your channels, and hand back a clear traffic light with 3 actions. It's what others charge $450 for.
Get your free check →