ClientWindow and Karbon Announce Exciting Partnership to Transform Client Communication
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ClientWindow is thrilled to announce a new integration and partnership with Karbon, making it easier than ever for accounting firms to manage client conversations on WhatsApp. With this partnership, client WhatsApp messages can now be automatically directed into Karbon, allowing firms to capture, track, and respond to client queries within the platform.
As WhatsApp becomes a preferred communication tool for clients, firms have struggled to manage these messages efficiently. Traditionally, WhatsApp conversations have been siloed on personal phones or standalone devices, making it difficult to maintain visibility, compliance, and consistency. Now, with ClientWindow and Karbon working together, firms can keep all client communications in one place, ensuring that no messages are overlooked and everything is allocated against the correct client record.
“We know clients want to communicate with their accountants on WhatsApp but this can be difficult to manage,” said Dan Cattermole, Chief Product Officer at ClientWindow. “This integration ensures that WhatsApp conversations are instantly captured and accessible within Karbon, just like emails, so firms can stay on top of client interactions, manage all their processes easily and offer an excellent service overall.”
The integration is also designed to improve efficiency and client responsiveness. Incoming WhatsApp messages are automatically delivered to the Karbon triage area, where they can be allocated to the relevant client record in Karbon and actioned, providing full oversight across the team. Firms can assign tasks, track conversations, and ensure compliance without needing to juggle multiple devices or manually log messages. Automated reminders and notifications can also be sent via WhatsApp, helping firms keep clients engaged without extra admin.
“Karbon brings your team, clients, work and data together in one place,” said Ian Vacin, Karbon Co-founder & Chief Partnership Officer. “The ClientWindow partnership helps to further enable that by integrating WhatsApp with Karbon so that teams can respond faster and maintain a full record of all client interactions.”
To see how ClientWindow and Karbon can enhance your client communication, book a demo today.
About Karbon
Karbon, a global leader in practice management software for accounting firms, provides an award-winning, collaborative cloud platform focused on streamlining work and communications within a firm and its clients. Karbon drives unprecedented value for its customers evidenced by its #1 ranking on G2 and customer-reported savings of 18.5 hours per week per employee. Founded in 2014, Karbon has customers in 33 countries with employees across US, Australia, New Zealand, Canada and the United Kingdom. Karbon is well-funded and backed by Tidemark, Five Elms, and Blackbird.
Visit karbonhq.com to learn more.
About ClientWindow
ClientWindow was conceived by David Moehle and Tim Zeale, partners at the Jersey-based Chartered Accountancy practice PKF bba, to provide professional services organisations with a compliant, user-friendly client communication solution. ClientWindow solves WhatsApp and messaging app challenges. Clients increasingly want to talk to their service teams and relationship managers on apps like WhatsApp and WeChat. But this can be very difficult for businesses to manage, and it causes data privacy and compliance issues with industry regulations. ClientWindow is a critical tool for solving these challenges. The platform’s proprietary technology ensures message retention for legal, regulatory, and insurance purposes while integrating with existing business email and management systems.
Frequently Asked Questions
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ClientWindow is thrilled to announce a new integration and partnership with Karbon, making it easier than ever for accounting firms to manage client conversations on WhatsApp. With this partnership, client WhatsApp messages can now be automatically directed into Karbon, allowing firms to capture, track, and respond to client queries within the platform.
As WhatsApp becomes a preferred communication tool for clients, firms have struggled to manage these messages efficiently. Traditionally, WhatsApp conversations have been siloed on personal phones or standalone devices, making it difficult to maintain visibility, compliance, and consistency. Now, with ClientWindow and Karbon working together, firms can keep all client communications in one place, ensuring that no messages are overlooked and everything is allocated against the correct client record.
“We know clients want to communicate with their accountants on WhatsApp but this can be difficult to manage,” said Dan Cattermole, Chief Product Officer at ClientWindow. “This integration ensures that WhatsApp conversations are instantly captured and accessible within Karbon, just like emails, so firms can stay on top of client interactions, manage all their processes easily and offer an excellent service overall.”
The integration is also designed to improve efficiency and client responsiveness. Incoming WhatsApp messages are automatically delivered to the Karbon triage area, where they can be allocated to the relevant client record in Karbon and actioned, providing full oversight across the team. Firms can assign tasks, track conversations, and ensure compliance without needing to juggle multiple devices or manually log messages. Automated reminders and notifications can also be sent via WhatsApp, helping firms keep clients engaged without extra admin.
“Karbon brings your team, clients, work and data together in one place,” said Ian Vacin, Karbon Co-founder & Chief Partnership Officer. “The ClientWindow partnership helps to further enable that by integrating WhatsApp with Karbon so that teams can respond faster and maintain a full record of all client interactions.”
To see how ClientWindow and Karbon can enhance your client communication, book a demo today.
About Karbon
Karbon, a global leader in practice management software for accounting firms, provides an award-winning, collaborative cloud platform focused on streamlining work and communications within a firm and its clients. Karbon drives unprecedented value for its customers evidenced by its #1 ranking on G2 and customer-reported savings of 18.5 hours per week per employee. Founded in 2014, Karbon has customers in 33 countries with employees across US, Australia, New Zealand, Canada and the United Kingdom. Karbon is well-funded and backed by Tidemark, Five Elms, and Blackbird.
Visit karbonhq.com to learn more.
About ClientWindow
ClientWindow was conceived by David Moehle and Tim Zeale, partners at the Jersey-based Chartered Accountancy practice PKF bba, to provide professional services organisations with a compliant, user-friendly client communication solution. ClientWindow solves WhatsApp and messaging app challenges. Clients increasingly want to talk to their service teams and relationship managers on apps like WhatsApp and WeChat. But this can be very difficult for businesses to manage, and it causes data privacy and compliance issues with industry regulations. ClientWindow is a critical tool for solving these challenges. The platform’s proprietary technology ensures message retention for legal, regulatory, and insurance purposes while integrating with existing business email and management systems.
