Document Request
At start of tax/bookkeeping period
Hi {{1}}, to complete your {{2}} for {{3}}, I need: {{4}}. Please send by {{5}} to avoid any delays. Reply here or upload to: {{6}}
Free template workshop
A filterable set of editable drafts for operational messages across 23 industries. Choose a workflow, replace the variables, verify the facts, and run the readiness check before submission.
Direct answer
A WhatsApp message template is a reusable message structure that can include body variables and optional components. Creating a draft does not make it approved: adapt the wording to one clear use case, supply realistic examples for every variable, and create the finished template in WhatsApp Manager or through the Business Management API.
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These are editable starting points, not pre-approved messages. Replace every placeholder, verify operational details, and submit the finished template through WhatsApp Manager or the Business Management API when approval is required.
Accounting Firms message drafts loaded
Use these drafts for document collection, deadline reminders, appointment logistics, filing status, and payment administration. Avoid putting confidential financial details in a reusable message body.
15 Accounting Firms drafts
Copy, edit, verify, submit
At start of tax/bookkeeping period
Hi {{1}}, to complete your {{2}} for {{3}}, I need: {{4}}. Please send by {{5}} to avoid any delays. Reply here or upload to: {{6}}
After client sends documents
{{1}}, all documents received - thank you! I'll have your {{2}} ready by {{3}}. I'll message you when it's done.
30 days before deadline
{{1}}, reminder: your {{2}} deadline is {{3}}. I still need {{4}} from you. Can you send by {{5}} so I have enough time?
After filing
{{1}}, your {{2}} has been filed! Reference: {{3}}. Summary: tax owed {{4}}, refund expected {{5}}. Full report: {{6}}
When HMRC/IRS issues refund
{{1}}, your tax refund of {{2}} has been issued by {{3}}. It should reach your account within {{4}} business days.
Before payroll run
{{1}}, payroll for {{2}} is due on {{3}}. Please confirm headcount and any changes (new starters, leavers, salary changes) by {{4}}.
Before VAT period ends
{{1}}, your Q{{2}} VAT return is due {{3}}. I need your sales and purchase summaries by {{4}}. Want me to pull these from your accounting software?
After annual accounts prepared
{{1}}, your {{2}} annual accounts are ready for review: {{3}}. Key numbers: revenue {{4}}, profit {{5}}, tax {{6}}. Let me know when you're ready to sign off.
After meeting booked
{{1}}, your meeting with {{2}} is confirmed for {{3}} at {{4}}. We'll cover: {{5}}. Please bring {{6}}.
When invoice needs sign-off
{{1}}, invoice #{{2}} for {{3}} from {{4}} is awaiting your approval. Amount: {{5}}. Approve here: {{6}}
When cashflow is tight
{{1}}, looking at your accounts - you have {{2}} in outstanding invoices due in the next 14 days and {{3}} in upcoming bills. Want me to run a cash flow projection?
After sending engagement letter
{{1}}, I've sent over our engagement letter and fee proposal for {{2}}. Let me know if you have any questions before signing. Happy to jump on a call.
When referred client signs
{{1}}, thank you for referring {{2}} - they've come on board! We've added a {{3}} credit to your next invoice.
When client using outdated tools
{{1}}, I'm recommending we move your bookkeeping to {{2}}. It'll save us both time and give you real-time numbers. Can I set up a 20-minute demo?
October/November
{{1}}, with your year-end on {{2}}, now is the time to review your tax position. A quick planning call can save you {{3}} or more. Available {{4}} or {{5}}?
Five-point release gate
A writing and operations check—not an approval guarantee.
0/5
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Put approved messages to work
Connect the WhatsApp Business Platform, organize team ownership, and trigger approved messages from customer events.
The numbered markers ({{1}}, {{2}}, and so on) show where your system supplies recipient-specific values. The exact API request also needs a template name, language, and matching components.
These drafts have not been submitted to Meta and are not guaranteed to be categorized or approved in their current form. Review the latest rules, consent requirements, and quality signals for your account and audience before sending.
Source check: Meta's official WhatsApp Business Platform collection documents the template endpoints and message payload. See the template API collection and text-template example.