# Rakkan · From chat to contract. > AI answers your leads on WhatsApp right away. Proposals go out with your firm's branding and contracts get signed on ZapSign, all with a partner's sign-off. - 7 days free - Your proposal template - Your firm's WhatsApp - Built for accounting firms. ## How it works ### Proposals ready in minutes Pick the service and entity type. The fee comes from your fee schedule, and the proposal is built in your firm's Word template, with the client's team already on it. - Fees by service and entity type - In the firm's Word template - Lists who will serve the client ### Only sent once a partner approves A partner reviews and approves it. Only the approved version can reach the client, so nobody sends v3 by mistake. - Approval with name and time - PDF only from the approved version - Full version history ### Sent from the firm's WhatsApp The PDF goes out from the firm's number, not someone's personal phone. The AI answers the client's questions and steps aside when the team takes over. - The firm's number, not an employee's - AI with a spending cap - Your team takes over anytime ### Contract signed on ZapSign The accounting services agreement is generated from the approved proposal, and Rakkan reminds each signer until the last signature is in. - Your contract template (.docx) - E-signature on ZapSign - Reminders until everyone signs ### And the partners see it all Recurring fees by office, stalled proposals and contracts expiring in 30, 60 and 90 days. No spreadsheets to build. - Pipeline and stalled proposals - By office and by owner - Ready for the partners' meeting ## Built for how accounting firms work Today your sales work is scattered across Word, WhatsApp and spreadsheets. Rakkan puts it in one place. The accounting itself stays in the system you already use. ### A lead comes in - **Today:** At 10 p.m., on someone's personal WhatsApp. The reply goes out the next day, after they've already talked to another firm. - **With Rakkan:** On the firm's number. The AI replies right away with information you approved, and the team picks up where it left off. ### The proposal - **Today:** Built from scratch in Word, with whatever fee each person remembers. It takes days. - **With Rakkan:** Pulled from your fee schedule, in the firm's template, with the team that will serve the client. In minutes. ### Sending - **Today:** v3 went to the client, v7 had the right price, and nobody knows which one counts. - **With Rakkan:** Only the version a partner approved goes out, as a PDF, by WhatsApp or email. ### The contract - **Today:** It's been waiting two weeks for a signature, and nobody follows up. Same with the representation letter. - **With Rakkan:** Goes straight from the proposal to ZapSign, with automatic reminders until the last signature. ### The client base - **Today:** The contacts live on the salesperson's phone. When they leave, the clients go with them. - **With Rakkan:** Conversations, proposals and contracts stay with the firm, and every contact has an owner. ### The partners - **Today:** Only find out at month-end how much came in and how much slipped away. - **With Rakkan:** See the pipeline, stalled proposals and recurring fees for each office, anytime. ## The AI answers. Your team sells. The agent replies on the firm's WhatsApp using what you approved: services, documents, deadlines. When a conversation needs a person, it brings in the team and steps aside as soon as someone takes over. Clients never talk to both at once. - **Answers at any hour.** Nights and weekends, nobody waits for a reply. - **Spending cap per agent.** The report shows every run and its estimated cost. - **Memory for each contact.** Plus “/” quick replies for the whole team. ## The whole sale, in one place Proposals, WhatsApp, contracts, recurring deadlines and reports together, with the same people and the same permissions. It runs in the browser, with nothing to install. ### Fee proposals From your fee schedule to your Word template, with the right branding and team, approved by a partner. ### The firm's WhatsApp The number belongs to the firm. The agent answers at any hour, and your team can step in anytime. ### Contract and signature The contract comes from the proposal and goes to ZapSign, and Rakkan follows up on every signature until the last one. ### Letters and deadlines Representation letters and each client's recurring documents, by period, with a reminder 10 days before the due date. ### Reports for partners Pipeline, recurring fees and contracts expiring in 30, 60 and 90 days, ready before the meeting. ### Offices, branches and access Five access roles: each person sees what their role needs, and the audit log records every action. ## What a cold lead costs you Plug in your firm's numbers. We don't promise a conversion rate: the math only shows what each client you miss today is worth. Simple math: average fee × new clients. It doesn't factor in price increases or cancellations, and it uses no conversion rate of ours. ## Pricing Try it free for 7 days. Then pick a plan based on how many offices your firm has. ### 2 offices: US$ 49.90 per month For firms with up to 2 offices. - Fee proposals in your firm's template - Service catalog with base fees - Partner approval before sending - The firm's WhatsApp, with an AI agent - Contracts signed on ZapSign ### 5 offices: US$ 69.90 per month For a head office and branches, with up to 5 offices in one account. Everything in the 2-office plan, plus: - Up to 5 offices in one account - One WhatsApp per office, or a single number - Reports by office and by owner - Each partner sees everything in their scope ### +5 offices: Custom pricing (Quoted by Okami) For accounting networks and groups with more than 5 offices. Everything in the 5-office plan, plus: - As many offices as your firm has - Hands-on onboarding from Okami - Proposal and contract templates set up with you Monthly prices, per firm account. The free trial lasts 7 days. ## Before you decide ### Does Rakkan replace my accounting software? No. Rakkan handles the sales side: WhatsApp conversations, fee proposals, contracts and follow-up. Bookkeeping, payroll and tax work stay in the system your firm already uses. ### Can I use my own proposal and contract templates? Yes. Rakkan works with your Word files. The fee schedule fills in the service, fee and scope, your team edits in the browser, and the PDF goes out with your firm's branding. Contracts use your own .docx template, with version control. ### Is the WhatsApp number the firm's or an employee's? The firm's. Conversations stay on the office's number, with the full history in your account. Every contact has an owner, and nobody takes the client list with them when they leave. ### Will the AI reply to my clients on its own? Only if you want it to. The agent answers with information your firm approved, has a spending cap and stops as soon as someone on the team takes over. You set its tone and what it's allowed to answer. ### What about representation letters? They're part of each client's recurring obligations. For each period, Rakkan drafts the letter in your firm's Word template, your team reviews it, and Rakkan sends a reminder 10 days before the due date. ### Is my clients' data secure? Credentials are encrypted on the server and never sent back to the screen. Each person sees only what their role allows, and the audit trail logs every action without exposing the contents of documents or conversations. ### How does the free trial work? Create an account with your firm's name and use Rakkan for 7 days with your own fees and proposal template. If you'd rather see it first, Okami can walk you through it in a demo. ### We have a head office and branches. Will it work? Yes. Each office has its own team, WhatsApp and reports. Partners can follow every office, and each person sees only what their role allows. ### Who handles onboarding? Okami, working with you: offices, team, fee schedule, and proposal and contract templates, until your first proposal goes out. ## Send your next proposal with Rakkan Create the account for your firm, add your fees and send your next proposal with your own branding, from the firm's WhatsApp. - [Try it free for 7 days](https://app.rakkan.org/#signup) - [Book a demo](https://okamiops.com) - [Log in](https://app.rakkan.org/#login) - [Terms of Use and Service Agreement](https://www.rakkan.org/terms/) - [Privacy Policy](https://www.rakkan.org/privacy/) - [Legal notice](https://www.rakkan.org/legal-notice/) - [Português](https://www.rakkan.org/pt-br/index.html.md) - [Deutsch](https://www.rakkan.org/de/index.html.md) - [Français](https://www.rakkan.org/fr/index.html.md) --- Fee proposals, AI on WhatsApp, contracts and partner reports, all in one place. A product by Okami. © 2026 Okami. Rakkan is a product by Okami. https://www.rakkan.org/