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fortax-client-commslisted

Draft client mails and WhatsApp messages for a CA firm - deadline reminders, document requests, filing confirmations, queries, fee notes, covering mails, meeting follow-ups. One topic per mail, every figure traceable to a working paper, every rate or due date sourced. Drafts only; the CA reviews and sends from their own mail or WhatsApp. Typical asks - "client ko reminder mail bana do", "documents mangwane ka mail likho", "is hafte ke due dates sab clients ko bhejne hai", "WhatsApp pe short update draft karo", "ITR filed ka mail".
amit-voais/fortax-skills · ★ 1 · Data & Documents · score 77
Install: claude install-skill amit-voais/fortax-skills
# Client communications Needs Python 3 and internet: runs `scripts/fortax.py` (the Fortax engine on ai.fortax.in; your file is processed and not stored). Anything leaving the firm to a client — deadline reminder, document request, filing confirmation, query, fee note, covering mail, meeting follow-up. You write the draft. **The CA sends it**, from their own mail client or their own WhatsApp. You never send a mail or a message, and you never ask for a mail password, an SMTP login or a WhatsApp API token to do so. Replies to a tax or GST department go through `fortax-notice-reply`, not here. ## The draft rule A mail or a message cannot be taken back. So: - **Show the complete draft** — recipient, subject, full body, attachments with their paths. Not a summary of it, not "shall I draft a reminder". The exact text that would go out. - Ask the CA to read it and send it themselves. A yes to drafting is not a yes to anything else. - Save it in the client folder so it is on record: `<Client>/<FY 2026-27>/Correspondence/` `YYYY-MM-DD_<topic>_draft.md` (see `fortax-client-folder`). Never overwrite an earlier draft; raw client files are never renamed or deleted. - After the CA says it went out, you may note it in `YYYY-MM-DD_sent-log.md` in the same folder — what, to whom, on the CA's word. Do not claim anything was sent that the CA did not confirm. ## Before you show the draft Run `fortax-plain-writing` on it. A client can tell when a mail was machine-written, and so ca