WhatsApp & Electronic Communications Policy

CA Sorted
Operated by Nikiru Digital
Proprietor: Nikhil Sonawane

Effective Date: 14 September 2026
Last Updated: 14 September 2026

1. Purpose

CA Sorted provides communication functionality that may allow Chartered Accountants and authorised professionals to communicate with their clients through email, WhatsApp, and other supported communication channels.

This WhatsApp & Electronic Communications Policy explains how these communications may be used through CA Sorted and the responsibilities of users who use these features.

2. WhatsApp Integration

CA Sorted may integrate with the WhatsApp Business Platform, including Meta’s WhatsApp Cloud API, to facilitate service-related communications.

Depending on the configuration of the CA Sorted account, WhatsApp may be used for communications such as:

• Document requests;
• Service-request notifications;
• Client portal notifications;
• Document submission reminders;
• Service reminders;
• Status updates;
• Other transactional communications relating to professional services.

WhatsApp functionality may depend on Meta’s platform availability, account approval, applicable policies, technical requirements, and third-party services.

3. Who Sends the Communication

CA Sorted is a software platform used by Chartered Accountants and authorised professionals.

Where a CA User configures WhatsApp communications for their clients, the CA User is responsible for the underlying professional relationship and for ensuring that communications are appropriate and authorised.

CA Sorted provides the technical mechanism for sending the communication.

A WhatsApp message sent through CA Sorted does not mean that Nikiru Digital is providing accounting, tax, legal, audit, or other professional advice to the recipient.

4. WhatsApp Opt-In

Before a CA User uses WhatsApp through CA Sorted to communicate with a recipient, the CA User is responsible for ensuring that:

• The recipient has provided their phone number;
• The recipient has appropriately opted in to receive WhatsApp communications;
• The recipient understands that communications may be sent through WhatsApp;
• The opt-in identifies the relevant business or professional sender;
• The communications are consistent with the purpose for which the recipient opted in; and
• The opt-in and communication process complies with applicable law.

Meta’s current WhatsApp Business Messaging Policy requires businesses to obtain the recipient’s phone number and opt-in permission for subsequent WhatsApp communications, with the opt-in clearly identifying the business.

CA Sorted does not treat simply having a phone number in a client record as proof that the recipient has opted in to WhatsApp communications.

5. Responsibility for Obtaining Consent

The CA User is responsible for obtaining and maintaining appropriate WhatsApp opt-in records for their clients.

CA Users should not assume that a client’s:

• Existing phone number;
• Email address;
• Previous communication;
• Business relationship;
• Use of the CA’s services; or
• Presence in CA Sorted

automatically constitutes WhatsApp opt-in.

Where required, the CA User should obtain an explicit WhatsApp opt-in.

6. Suggested WhatsApp Opt-In

Where a CA User wants to obtain WhatsApp opt-in from a client, the following wording may be used as a starting point:

WhatsApp Communication Consent

I agree to receive service-related communications from [CA/Firm Name] through WhatsApp, including document requests, reminders, service updates, and related communications. I understand that I can ask to stop receiving WhatsApp communications at any time.

The CA User should adapt the wording and consent process to their specific relationship and applicable legal requirements.

7. Respecting Opt-Out Requests

Recipients may request that WhatsApp communications stop.

A recipient may communicate this request:

• Through WhatsApp;
• By email;
• By phone;
• Through the CA or firm; or
• Through another available communication channel.

CA Users must respect valid requests to stop or reduce WhatsApp communications.

Meta’s current WhatsApp Business policy requires businesses to respect requests to block, stop, or opt out of WhatsApp communications.

8. Transactional and Service Communications

WhatsApp communications through CA Sorted are intended primarily for legitimate service-related communications.

Examples include:

• “Documents required for your GST service request.”
• “Your CA has requested additional documents.”
• “Your service request is due for follow-up.”
• “Your client portal request is awaiting documents.”
• “Your requested documents have been received.”
• “Your service request has been completed.”

The actual message content depends on the CA User’s configuration and the functionality available in CA Sorted.

9. Marketing Communications

CA Users must not use CA Sorted’s WhatsApp functionality to send unsolicited promotional or marketing communications.

Where marketing communications are supported or permitted, the sender is responsible for obtaining any required marketing consent and complying with applicable laws, regulations, and WhatsApp policies.

Transactional consent should not automatically be treated as consent for unrelated marketing communications.

10. WhatsApp Business Platform Message Templates

Where the WhatsApp Business Platform requires an approved message template, CA Sorted users must use an appropriately approved template.

Business-initiated conversations on the WhatsApp Business Platform may require approved templates under Meta’s applicable rules.

Meta may review, approve, reject, pause, or otherwise restrict message templates.

CA Sorted cannot guarantee that a particular template will be approved by Meta.

11. User-Initiated WhatsApp Conversations

Where a recipient initiates a WhatsApp conversation, CA Users may respond according to the applicable WhatsApp Business Platform rules.

Meta currently provides a customer-service window during which businesses can respond without using a message template, subject to Meta’s applicable policies and rules.

The applicable messaging window, pricing, template requirements, and other WhatsApp platform rules may change independently of CA Sorted.

12. Automated Communications

CA Sorted may automatically generate and send certain WhatsApp messages based on configured events, reminders, or Service Request activity.

Examples include:

• Reminder events;
• Document-request events;
• Service-request status changes;
• Client portal events;
• Recurring service events.

CA Users are responsible for configuring automated communications appropriately.

Automated communication should not be configured in a way that results in spam, misleading communications, excessive messaging, or messages that recipients did not reasonably expect.

13. Message Frequency

CA Users should configure reminders and automated messages responsibly.

The fact that CA Sorted technically permits a reminder or communication to be configured does not mean that sending it repeatedly or excessively is appropriate.

Users should consider:

• The recipient’s expectations;
• The nature of the professional service;
• The importance of the message;
• Appropriate communication frequency; and
• Any applicable WhatsApp policies.

14. Message Content

CA Users are responsible for the content of messages they configure or send through CA Sorted.

Messages must not:

• Contain unlawful content;
• Mislead recipients;
• Impersonate another person or business;
• Facilitate fraud;
• Harass or threaten recipients;
• Contain malicious content;
• Violate applicable law;
• Infringe another person’s rights; or
• Violate Meta’s applicable WhatsApp policies.

15. Sensitive Information

CA Users should exercise particular care when communicating sensitive information through WhatsApp.

Where reasonably possible, sensitive documents and detailed client records should be accessed through the appropriate secure CA Sorted workflow rather than unnecessarily reproducing sensitive information in a WhatsApp message.

For example, a WhatsApp notification may direct a client to their CA Sorted portal rather than include an entire financial document within the message itself.

16. Client Portal Links

CA Sorted may include client portal access information in communications.

A portal link may provide access to a specific Service Request.

Recipients should treat portal links as confidential and should not forward them to unauthorised people.

CA Users should send portal links only to the intended recipient.

If a portal link is believed to have been compromised, the CA User should revoke or regenerate the link where the relevant functionality is available.

17. WhatsApp Delivery

CA Sorted does not guarantee that every WhatsApp message will be:

• Delivered;
• Delivered immediately;
• Read;
• Responded to; or
• Successfully processed by WhatsApp.

Delivery may be affected by:

• Recipient settings;
• Internet connectivity;
• Phone availability;
• WhatsApp account status;
• Meta platform availability;
• Template approval;
• Messaging limits;
• Provider errors;
• Rate limits;
• Policy enforcement; or
• Other circumstances outside CA Sorted’s control.

18. Third-Party Platform

WhatsApp is operated by Meta and is a third-party platform.

Your use of WhatsApp is also subject to WhatsApp/Meta’s applicable terms, policies, and privacy practices.

CA Sorted does not control:

• WhatsApp availability;
• Meta’s platform policies;
• Meta’s template approval process;
• Meta’s enforcement decisions;
• WhatsApp account restrictions;
• WhatsApp delivery infrastructure; or
• Changes made by Meta to the WhatsApp Business Platform.

19. WhatsApp Policy Compliance

Users of CA Sorted’s WhatsApp functionality must comply with applicable Meta policies.

This includes the applicable:

• WhatsApp Business Terms;
• WhatsApp Business Messaging Policy;
• WhatsApp Messaging Guidelines;
• Meta policies applicable to the relevant account or feature; and
• Applicable laws and regulations.

Meta may restrict or disable WhatsApp Business access where it determines that applicable policies or terms have been violated.

CA Sorted cannot guarantee continued WhatsApp access if Meta restricts, suspends, or terminates the relevant WhatsApp Business account or API access.

20. Email Communications

CA Sorted may also send service-related communications through email.

These may include:

• Account-related communications;
• Service-request notifications;
• Document requests;
• Portal notifications;
• Reminders;
• Subscription or billing communications;
• Security notifications;
• Important service announcements.

CA Users are responsible for maintaining accurate client email addresses.

21. Electronic Notices

By using CA Sorted, users agree that service-related notices may be provided electronically where permitted by applicable law.

Electronic notices may be provided through:

• Email;
• CA Sorted notifications;
• Client portal notifications;
• WhatsApp;
• Other electronic methods supported by the Services.

Certain legal notices may be provided through the method required by applicable law.

22. Communication Preferences

Where CA Sorted provides communication preferences or controls, users should use those controls to manage available notification channels.

Not every communication type or channel may be individually configurable.

Certain security, account, billing, or legally necessary communications may continue to be sent where appropriate.

23. Contact and Complaints About Communications

If you believe you received an unwanted, incorrect, unauthorised, or inappropriate communication from CA Sorted, contact:

Email: support@casorted.com

Phone: +91 81697 55428

You may request that WhatsApp communications be stopped.

We will review communication complaints and take reasonable action where appropriate.

24. Privacy and Communications

Information used to send electronic communications is handled according to the CA Sorted Privacy Policy.

Depending on the communication, information processed may include:

• Name;
• Email address;
• Phone number;
• WhatsApp number;
• Service Request information;
• Notification type;
• Delivery status;
• Communication timestamps; and
• Relevant operational information.

Where a third-party messaging provider is used, information may also be processed by that provider according to its own policies.

25. Changes to WhatsApp or Communication Services

CA Sorted may modify, suspend, or discontinue a communication channel where necessary because of:

• Changes to third-party APIs;
• Changes to Meta policies;
• Changes to provider availability;
• Technical limitations;
• Security requirements;
• Legal requirements;
• Cost or commercial considerations; or
• Other operational reasons.

We may replace WhatsApp with another supported communication method where appropriate.

26. No Guarantee of Professional Communication

CA Sorted is a communication and workflow tool.

We do not guarantee that using email or WhatsApp through CA Sorted will ensure:

• Client compliance;
• Client response;
• Document submission;
• Filing completion;
• Payment;
• Professional deadline compliance; or
• Any particular professional outcome.

CA Users remain responsible for their client communications and professional obligations.

27. Changes to This Policy

We may update this Policy to reflect:

• Changes to CA Sorted;
• Changes to WhatsApp functionality;
• Changes to Meta policies;
• Changes to communication providers;
• Changes to applicable law;
• New communication channels; or
• Changes to our business practices.

The Last Updated date at the beginning of this Policy indicates when it was most recently revised.

28. Contact Information

Nikiru Digital

Proprietor: Nikhil Sonawane

Plot No. 229, Room 18, Visawa CHS,
RSC Road No. 40, Gorai-2, Borivali West,
Mumbai, Maharashtra – 400091, India

Email: support@casorted.com

Phone: +91 81697 55428

29. Governing Law

This Policy is governed by the laws of India.

Subject to applicable law, matters relating to this Policy shall be subject to the jurisdiction of the courts having appropriate jurisdiction in Mumbai, Maharashtra, India.

Nothing in this section prevents you from exercising a statutory right to approach another authority or forum where applicable law provides such a right.

End of WhatsApp & Electronic Communications Policy