How ClientWindow Integrates with Dext
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Introducing a ClientWindow and Dext integration for your firm can be truly beneficial for your bookkeeping processes and making your workflows run more smoothly.
Dext is already used by many accountants and bookkeepers. It is a fantastic tool that enhances efficiency, accuracy, and productivity by automating routine tasks and providing real-time access to financial data. Dext, therefore, enables professionals to focus on delivering higher-value services to their clients.
Dext’s works by using its powerful AI and Optical Character Recognition technology to extract data from financial documents and sync it with accounting software. This reduces the need for manual data entry, minimising errors and saving time.
ClientWindow is a communications platform designed to connect clients who prefer to use WhatsApp and similar messaging apps, with business teams who use email and other office software such as Teams and Slack.
It effortlessly works in the background to centralise messages and stop professional conversations taking place on personal devices. This not only helps maintain excellent service levels for clients with well managed and transparent communications but also means firms meet their compliance, data monitoring and data retention requirements.
However, by integrating ClientWindow and Dext, it is possible to gain even more benefits.
Why Integrate ClientWindow with Dext?
The benefits of a Dext and ClientWindow integration are particularly seen when looking at streamlining your workflows and automating your bookkeeping. In today’s fast-paced business environment, efficiency and accuracy are paramount. Integrating powerful tools like ClientWindow and Dext can significantly save time and reduce errors.
Dext helps accountants and bookkeepers by automating the processing of bills, receipts and financial data. But there is still the stumbling block of actually gathering this information from clients. This can be a manual and often frustrating process as it relies on clients to reply with the right information and in a timely manner – which can sometimes be difficult to encourage!
ClientWindow solves this problem by connecting clients directly to Dext through WhatsApp. This innovative integration means accountants and bookkeepers can email their clients asking for information, and the message will appear on their personal WhatsApp. The client can hit reply, attach the information in WhatsApp, and it will automatedly be sent both back as an email and be sent straight to Dext, ready for processing.
The benefits of a ClientWindow and Dext integration include:
- Enhanced Communication and Collaboration: By integrating ClientWindow with Dext, businesses can streamline communication related to financial documents. Clients can easily share receipts and invoices through ClientWindow, which are then automatically processed by Dext.
- Improved Document Management: ClientWindow’s document sharing capabilities, combined with Dext’s automated processing, provide a robust solution for managing financial documents. This integration ensures that all documents are stored securely and can be accessed easily when needed.
- Streamlined Processes: With both platforms working together, businesses can set up automated workflows for approving expenses and invoices. This reduces bottlenecks and speeds up the approval process, ensuring timely payments and reimbursements.
- Maintain compliance with data privacy and retention requirements by centrally managing and archiving communications with ClientWindow.
Steps to Integrate ClientWindow with Dext
The ClientWindow and Dext integration is also a very easy process to set up and navigate. Both businesses and clients only have to make a few clicks and taps to get it set up:
Business set up
Step 1: Login to your ClientWindow account.
Step 2: Select a Client Space from the Client Space Menu
Step 3: Navigate to the Setting option in the Client Space
Step 4: Go to Manage Document Upload.
Step 5: Enter your Dext forwarding email.
Client set up
- Your client will continue to communicate on WhatsApp
- When in the WhatsApp conversation, upload a document or image
- Wait for the Select Document Upload prompt after uploading a file. The files will be sent in WhatsApp and they will also be sent to the specified Dext account through the Dext user email.
- The documents will appear in Dext ready for processing.
Overall, businesses must consider that WhatsApp communications with clients is fast becoming the norm for most professionals. Clients love WhatsApp for how accessible and personal it is. However, with messages being sent on personal devices, this can make conversations difficult for business teams to manage. Not to mention, they would also be classed as ‘off-channel’ communications which creates significant compliance challenges for businesses, especially those operating in regulated industries, like accountants.
The automation that a ClientWindow and Dext integration provides is not only great for client communications and services but it will also help your team work faster and smarter.
Frequently Asked Questions
Yes, ClientWindow runs personalised free, no obligation demonstrations so you can see exactly how it works and how it would be set up for your business. These take place through online calls which you can book for when it is convenient for your schedule. Book a call here
Yes, ClientWindow offers access to editable online questionnaires that your clients can complete for all types of information gathering, including tax self-assessment, VAT/GST returns and even onboarding and customer survey forms. You can use ClientWindow to invite clients to complete these via both WhatsApp and email invites.
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Introducing a ClientWindow and Dext integration for your firm can be truly beneficial for your bookkeeping processes and making your workflows run more smoothly.
Dext is already used by many accountants and bookkeepers. It is a fantastic tool that enhances efficiency, accuracy, and productivity by automating routine tasks and providing real-time access to financial data. Dext, therefore, enables professionals to focus on delivering higher-value services to their clients.
Dext’s works by using its powerful AI and Optical Character Recognition technology to extract data from financial documents and sync it with accounting software. This reduces the need for manual data entry, minimising errors and saving time.
ClientWindow is a communications platform designed to connect clients who prefer to use WhatsApp and similar messaging apps, with business teams who use email and other office software such as Teams and Slack.
It effortlessly works in the background to centralise messages and stop professional conversations taking place on personal devices. This not only helps maintain excellent service levels for clients with well managed and transparent communications but also means firms meet their compliance, data monitoring and data retention requirements.
However, by integrating ClientWindow and Dext, it is possible to gain even more benefits.
Why Integrate ClientWindow with Dext?
The benefits of a Dext and ClientWindow integration are particularly seen when looking at streamlining your workflows and automating your bookkeeping. In today’s fast-paced business environment, efficiency and accuracy are paramount. Integrating powerful tools like ClientWindow and Dext can significantly save time and reduce errors.
Dext helps accountants and bookkeepers by automating the processing of bills, receipts and financial data. But there is still the stumbling block of actually gathering this information from clients. This can be a manual and often frustrating process as it relies on clients to reply with the right information and in a timely manner – which can sometimes be difficult to encourage!
ClientWindow solves this problem by connecting clients directly to Dext through WhatsApp. This innovative integration means accountants and bookkeepers can email their clients asking for information, and the message will appear on their personal WhatsApp. The client can hit reply, attach the information in WhatsApp, and it will automatedly be sent both back as an email and be sent straight to Dext, ready for processing.
The benefits of a ClientWindow and Dext integration include:
- Enhanced Communication and Collaboration: By integrating ClientWindow with Dext, businesses can streamline communication related to financial documents. Clients can easily share receipts and invoices through ClientWindow, which are then automatically processed by Dext.
- Improved Document Management: ClientWindow’s document sharing capabilities, combined with Dext’s automated processing, provide a robust solution for managing financial documents. This integration ensures that all documents are stored securely and can be accessed easily when needed.
- Streamlined Processes: With both platforms working together, businesses can set up automated workflows for approving expenses and invoices. This reduces bottlenecks and speeds up the approval process, ensuring timely payments and reimbursements.
- Maintain compliance with data privacy and retention requirements by centrally managing and archiving communications with ClientWindow.
Steps to Integrate ClientWindow with Dext
The ClientWindow and Dext integration is also a very easy process to set up and navigate. Both businesses and clients only have to make a few clicks and taps to get it set up:
Business set up
Step 1: Login to your ClientWindow account.
Step 2: Select a Client Space from the Client Space Menu
Step 3: Navigate to the Setting option in the Client Space
Step 4: Go to Manage Document Upload.
Step 5: Enter your Dext forwarding email.
Client set up
- Your client will continue to communicate on WhatsApp
- When in the WhatsApp conversation, upload a document or image
- Wait for the Select Document Upload prompt after uploading a file. The files will be sent in WhatsApp and they will also be sent to the specified Dext account through the Dext user email.
- The documents will appear in Dext ready for processing.
Overall, businesses must consider that WhatsApp communications with clients is fast becoming the norm for most professionals. Clients love WhatsApp for how accessible and personal it is. However, with messages being sent on personal devices, this can make conversations difficult for business teams to manage. Not to mention, they would also be classed as ‘off-channel’ communications which creates significant compliance challenges for businesses, especially those operating in regulated industries, like accountants.
The automation that a ClientWindow and Dext integration provides is not only great for client communications and services but it will also help your team work faster and smarter.
