How ClientWindow integrates with Karbon
The ClientWindow and Karbon integration can be a game-changer for accountancy firms.
Your clients love WhatsApp – it’s fast, easy and convenient. However, this creates operational challenges for firms as WhatsApp messages are received on standalone devices, leaving messages siloed or lost.
With ClientWindow, you can manage WhatsApp messages just like email – directly from your business inbox or your Karbon triage account. It means no more switching between platforms, no more searching for lost messages, and no more compliance headaches.
Why Integrate ClientWindow with Karbon?
Karbon offers comprehensive practice management features, including task management and automation, whilst also integrating client email communications through its triage mailboxes. By combining Karbon with ClientWindow, accountants can add WhatsApp messaging into this system for seamless filing and operations.
The Challenges of WhatsApp
- Clients increasingly prefer the convenience of WhatsApp messaging over traditional communication channels such as email and calls.
- Accounting queries sent to clients via email increasingly result in slow or inadequate responses.
- Allowing WhatsApp communication on standalone business and personal phones increases the risk of lost or forgotten messages, data leakage and deletions, a problem both commercially and from a data compliance perspective.
- Business workflows and processes are negatively impacted by WhatsApp data sitting in phone silos.
- Colleagues and management have no visibility of those standalone WhatsApp conversations, leading to inefficiencies and slower response times.
The ClientWindow and Karbon Solution
Integrating Karbon and ClientWindow is an easy process which can have fantastic benefits for firms:
Seamless Multi-Channel Communication
- ClientWindow seamlessly integrates client WhatsApp conversations into business email and Karbon triage accounts, with replies to those emails delivered back to WhatsApp.
- Clients can continue using WhatsApp while business teams manage all communications through email and Karbon.
Improved Client Engagement
- Responses to accounting queries can be optimised by engaging with clients on their preferred channel, whether email or WhatsApp.
- Automated notifications and reminders can also be sent via both channels, enhancing client interactions and speeding up response times.
Team-Wide Visibility
- Karbon provides team-wide visibility of WhatsApp conversations, ensuring oversight across all client interactions.
- Excellent record-keeping across all communications channels.
Market-Leading Integration
- Integrating Karbon with ClientWindow delivers a market-leading solution for multi-channel client communication and streamlined practice management.
- Helps firms accurately record their time across all communication channels.
Features: How the Integration Works
ClientWindow is easy to use and very user-friendly. The integration with Karbon is seamless with no disruption to teams’ usual processes.
- Read, reply to and action client WhatsApp messages from business email and Karbon triage accounts
- Automatically file client WhatsApp messages against the client record in Karbon
- Management and automation of tasks from WhatsApp conversations
- Send automated client reminders and notification via WhatsApp
- Automatically forward receipts and invoices sent by clients over WhatsApp to Dext, AutoEntry, Hubdoc and Apron
- Client WhatsApp voice notes received as sound files, with full text transcription
- Delivered and Read status for WhatsApp messages sent to clients
- Autoresponder to WhatsApp messages sent by clients outside of business hours
- Prospects can get in touch via WhatsApp using a convenient QR code or from the business website
Overall, by integrating ClientWindow with Karbon, firms can streamline their communication, boost productivity, and enhance the client experience, all while maintaining the highest security standards.
Book a demo to see the integration in action.
Frequently Asked Questions
No, ClientWindow and Karbon are both very useful and accessible for all businesses. ClientWindow offers a range of pricing plans that can scale up as businesses change and grow. Karbon also offers services for small, mid-sized and large organisations, with a range of pricing options. The integration is available and easy to set up for businesses of any size.
Both ClientWindow and Karbon are designed with top-level security in mind. They ensure adherence with privacy regulations,, such as GDPR whilst also recording and retaining data securely to meet industry specific regulations.
It is also important to note, especially for businesses requiring audits or operating in regulated industries, that integrating ClientWindow with Karbon provides a complete audit trail of all client communications. This is beneficial for teams looking to track client approvals, decisions, and feedback over time. With a centralised record, teams can easily refer back to specific conversations, providing accountability and transparency – even if the client was using WhatsApp.
The ClientWindow and Karbon integration can be a game-changer for accountancy firms.
Your clients love WhatsApp – it’s fast, easy and convenient. However, this creates operational challenges for firms as WhatsApp messages are received on standalone devices, leaving messages siloed or lost.
With ClientWindow, you can manage WhatsApp messages just like email – directly from your business inbox or your Karbon triage account. It means no more switching between platforms, no more searching for lost messages, and no more compliance headaches.
Why Integrate ClientWindow with Karbon?
Karbon offers comprehensive practice management features, including task management and automation, whilst also integrating client email communications through its triage mailboxes. By combining Karbon with ClientWindow, accountants can add WhatsApp messaging into this system for seamless filing and operations.
The Challenges of WhatsApp
- Clients increasingly prefer the convenience of WhatsApp messaging over traditional communication channels such as email and calls.
- Accounting queries sent to clients via email increasingly result in slow or inadequate responses.
- Allowing WhatsApp communication on standalone business and personal phones increases the risk of lost or forgotten messages, data leakage and deletions, a problem both commercially and from a data compliance perspective.
- Business workflows and processes are negatively impacted by WhatsApp data sitting in phone silos.
- Colleagues and management have no visibility of those standalone WhatsApp conversations, leading to inefficiencies and slower response times.
The ClientWindow and Karbon Solution
Integrating Karbon and ClientWindow is an easy process which can have fantastic benefits for firms:
Seamless Multi-Channel Communication
- ClientWindow seamlessly integrates client WhatsApp conversations into business email and Karbon triage accounts, with replies to those emails delivered back to WhatsApp.
- Clients can continue using WhatsApp while business teams manage all communications through email and Karbon.
Improved Client Engagement
- Responses to accounting queries can be optimised by engaging with clients on their preferred channel, whether email or WhatsApp.
- Automated notifications and reminders can also be sent via both channels, enhancing client interactions and speeding up response times.
Team-Wide Visibility
- Karbon provides team-wide visibility of WhatsApp conversations, ensuring oversight across all client interactions.
- Excellent record-keeping across all communications channels.
Market-Leading Integration
- Integrating Karbon with ClientWindow delivers a market-leading solution for multi-channel client communication and streamlined practice management.
- Helps firms accurately record their time across all communication channels.
Features: How the Integration Works
ClientWindow is easy to use and very user-friendly. The integration with Karbon is seamless with no disruption to teams’ usual processes.
- Read, reply to and action client WhatsApp messages from business email and Karbon triage accounts
- Automatically file client WhatsApp messages against the client record in Karbon
- Management and automation of tasks from WhatsApp conversations
- Send automated client reminders and notification via WhatsApp
- Automatically forward receipts and invoices sent by clients over WhatsApp to Dext, AutoEntry, Hubdoc and Apron
- Client WhatsApp voice notes received as sound files, with full text transcription
- Delivered and Read status for WhatsApp messages sent to clients
- Autoresponder to WhatsApp messages sent by clients outside of business hours
- Prospects can get in touch via WhatsApp using a convenient QR code or from the business website
Overall, by integrating ClientWindow with Karbon, firms can streamline their communication, boost productivity, and enhance the client experience, all while maintaining the highest security standards.
Book a demo to see the integration in action.
