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Register a phone number, then send photos or PDFs to TaxLayer’s WhatsApp number. Each one becomes a document. Pro and Premium plans.

Set up

  1. Open Connections › Mobile scanners tab (or Mobile Scanners directly) and press Add Scanner › WhatsApp.
  2. Enter the phone number with its country code and press Connect.
Add Scanner window for WhatsApp
  1. The scanner shows as Pending. Use QR code on its row to open WhatsApp to the TaxLayer number, or add the number shown to your contacts.
  2. Send any message. The scanner becomes Active. There is no verification code.
Client portal users can register their own phone from Connections in the portal; their documents land on their client.

Using it

  • Send a photo or PDF → it becomes a document and goes through the usual statuses.
  • Send STOP → the scanner is switched off.
  • Any other text gets the reply Please send a photo or upload your receipt or other document.
  • Messages from numbers that aren’t registered are ignored.
On the Free plan a photo past the 10-document limit is kept and you get a reply saying it will be processed once you upgrade.

Removing

Disconnect from the scanner’s row menu. If your plan drops to Free, scanners are switched off and messages are ignored until you upgrade and reconnect. Viber is shown as Coming Soon and is not available.