Seamlessly connect accountancy clients who prefer WhatsApp with businesses who use email & Microsoft Teams

Your clients want to message you from their preferred app, such as WhatsApp or WeChat. However, this creates challenges for accountancy firms and bookkeepers as messages are siloed on standalone phones. ClientWindow integrates clients’ WhatsApp and WeChat messages with your business email and Microsoft Teams accounts for convenient messaging your clients will love.

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Some of our happy customers include

Delight accountancy and bookkeeping clients who increasingly prefer the convenience of messaging apps.

Modern client communications

Seamless integration with chat messaging apps: Accountants and bookkeepers continue to use email and Teams, whilst clients use WhatsApp or WeChat, without any disruption.
Receive faster responses from clients to accounting and bookkeeping queries.
Strengthen client relationships with fast, personal communications.
Manage client conversations more efficiently with team-wide visibility and proper management oversight.
Centralise chat conversations in business systems and not to standalone phones.

Integrations with your accounting and practice management tools

ClientWindow’s integrations mean your clients can send you their invoices, receipts, documents and queries straight from WhatsApp or WeChat, and these will appear automatically in your preferred industry tools. Available integrations:

Karbon
FYI
Hubdoc
Dext
AutoEntry
Apron

ClientWindow features for better practice management

Full chat messaging integration with Practice Management software.
Accurate time recording and billing for chat message conversations.
WhatsApp voice notes automatically transcribed into text.
Reminders and notifications sent via WhatsApp for faster responses.
Fully audited messaging history for privacy and industry regulations.

Solve your communications challenges with ClientWindow.

Scalable Client Chat Messaging
Fast & Simple Onboarding
Integrated with your Business Systems

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Image of Dext and ClientWindow integration represented as two puzzle pieces

December 10, 2024

Free Guide

The Benefits of offering WhatsApp as a communication platform to your accounting customers

Chat messaging has transformed communication, connecting billions globally. Businesses, including accountancy practices, now use platforms like WhatsApp to deliver faster, more personalised client interactions. Embrace efficient, real-time engagement with your clients

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