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Accountancy

Seamlessly connect clients who prefer messaging apps with business teams who use email

Created specifically with accountants and bookkeepers in mind, ClientWindow will help you provide excellent services your clients will love.
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Some of our happy customers include
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Excellent client communications

Clients want to use their preferred messaging app, such as WhatsApp. However, this creates management challenges for accountancy firms and bookkeepers as messages are easily siloed on personal devices. ClientWindow solves these challenges:

  • Your clients can message you using WhatsApp, whilst you can use your business email as normal.
  • Strengthen your client relationships with fast, personal communications.
  • Manage client conversations more efficiently and effectively with team-wide visibility and proper management oversight.
  • Centralise communications so client messages are not sent to personal devices.
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Special features perfect for accountants and bookkeepers

ClientWindow has special features developed for accountants and bookkeepers to help your firm run smoothly with seamless client WhatsApp communication.  

  • Automatically integrate messaging app conversations on WhatsApp and other chat platforms with your internal communication software, including email, Teams and Slack.  
  • Easy invoice and receipts capture as clients can send their invoices and receipts via WhatsApp.
  • ClientWindow automatically sends WhatsApp attachments to Dext, AutoEntry and Hubdoc.
  • Automated Information Requests with access to editable online questionnaires that your clients can complete such as for tax self-assessment, tax returns and even onboarding and survey forms.
  • All conversations are stored securely for effective e-discovery and record keeping.
  • Stay compliant with data security and privacy regulations, such as GDPR.
  • Track your time more effectively for accurate billing.
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Ready to get started?

Solve your communications challenges with ClientWindow.
  • Fully scalable
  • Excellent value for money plans
  • Flexible according to your needs
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Free Guide

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

Chat messaging has become an increasingly popular method of communication in recent years with platforms like WhatsApp being used by billions of people around the world. In this guide we will explore the benefits of implementing WhatsApp as a means to communicate with your clients.

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