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